LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
Q3 2026 13F filing
Updated 14 days ago59 disclosed positions worth $360.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T Texas Pacific Land Corp | $36M | 110.4K | 9.99% | Added(+0.2%) |
| 2 | B Berkshire Hathaway Inc Cl B | $21.6M | 43.4K | 6.00% | Trimmed(-1.7%) |
| 3 | M Microsoft Corp | $18.8M | 36.7K | 5.22% | Trimmed(-0.4%) |
| 4 | P Phillips 66 | $18.6M | 72.7K | 5.16% | Trimmed(-12.2%) |
| 5 | T Thermo Fisher Corp | $17.9M | 26.5K | 4.97% | Trimmed(-2.1%) |
| 6 | A Arthur J Gallagher & Co | $15.2M | 66.5K | 4.22% | Added(+0.3%) |
| 7 | G Alphabet Inc Cl C | $13.8M | 40.6K | 3.84% | Trimmed(-0.9%) |
| 8 | A Aflac Inc | $13.7M | 122.2K | 3.79% | Added(+3.1%) |
| 9 | L Lincoln Electric Holdings Inc | $11.6M | 44.0K | 3.23% | Added(+8.5%) |
| 10 | H HCA Healthcare Inc | $11.3M | 26.4K | 3.13% | Added(+0.1%) |
| 11 | J Johnson & Johnson | $11.1M | 41.8K | 3.07% | Trimmed(-3.9%) |
| 12 | C Chubb Corp | $10.8M | 33.1K | 2.99% | Trimmed(-3.0%) |
| 13 | F Fifth Third Bancorp | $10.7M | 212.1K | 2.98% | Trimmed(-3.3%) |
| 14 | F Fairfax Financial Holdings | $10.3M | 6.6K | 2.86% | Trimmed(-0.1%) |
| 15 | D Disney Walt | $9.8M | 93.9K | 2.73% | Added(+0.0%) |
| 16 | P Pepsico Inc | $9M | 71.4K | 2.51% | Added(+8.4%) |
| 17 | E Elevance Health Inc | $8.7M | 22.4K | 2.42% | Trimmed(-7.2%) |
| 18 | H Hershey Foods Corp | $8.3M | 52.7K | 2.30% | Added(+3.3%) |
| 19 | N Nelnet | $8M | 64.8K | 2.22% | Trimmed(-1.8%) |
| 20 | C Charles River Labs Int'l | $7.9M | 26.6K | 2.18% | Trimmed(-4.9%) |
| 21 | C Cullen/Frost Bankers, Inc. | $7.8M | 51.4K | 2.18% | Trimmed(-3.5%) |
| 22 | C Canadian Pacific Kansas City L | $7.1M | 83.2K | 1.97% | Trimmed(-7.0%) |
| 23 | B Brookfield Corporation | $6.2M | 170.3K | 1.72% | Added(+12.1%) |
| 24 | C Chevron Corp | $6.2M | 30.2K | 1.71% | Trimmed(-1.9%) |
| 25 | A Asbury Automotive Group | $6.2M | 35.7K | 1.71% | Added(+6.9%) |
| 26 | H MarineMax, Inc. | $5.8M | 110.6K | 1.61% | Trimmed(-6.1%) |
| 27 | B Bruker Corp | $5.7M | 87.6K | 1.57% | Trimmed(-5.3%) |
| 28 | B Berkshire Hathaway Inc Cl A | $5.2M | 7 | 1.45% | Unchanged |
| 29 | P Pfizer Inc | $4.8M | 169.9K | 1.35% | Trimmed(-2.8%) |
| 30 | V Vulcan Materials Co | $4.4M | 17.8K | 1.21% | Trimmed(-6.9%) |
| 31 | C Canadian National Railway Co | $3.8M | 31.6K | 1.04% | Trimmed(-1.4%) |
| 32 | S Sky Harbour Group Corp Cl A | $2.8M | 297.2K | 0.78% | Added(+6.1%) |
| 33 | S SPDR S&P 500 | $2.6M | 3.5K | 0.73% | Added(+49.4%) |
| 34 | B Brookfield Asset Management Lt | $2.2M | 48.4K | 0.60% | Added(+0.1%) |
| 35 | M McDonalds Corp | $2M | 8.9K | 0.57% | Trimmed(-1.0%) |
| 36 | L LKQ Corporation | $2M | 88.9K | 0.56% | Trimmed(-7.6%) |
| 37 | K Coca Cola Co | $1.2M | 13.5K | 0.32% | Unchanged |
| 38 | C Costco Wholesale Corp | $1.1M | 1.2K | 0.31% | Trimmed(-4.0%) |
| 39 | C Crimson Wine Group Ltd | $1.1M | 250.1K | 0.29% | Trimmed(-0.8%) |
| 40 | P Procter & Gamble Co | $943K | 6.5K | 0.26% | Unchanged |
| 41 | D Dino Polska SA Adr | $893K | 98.1K | 0.25% | Unchanged |
| 42 | A Apple Inc | $833K | 2.5K | 0.23% | Trimmed(-2.0%) |
| 43 | ? N/A Costamare Inc. 8.50 Preferred | $832K | 30.9K | 0.23% | Unchanged |
| 44 | C Constellium SE | $608K | 25.1K | 0.17% | Unchanged |
| 45 | A Abbvie Inc | $460K | 1.8K | 0.13% | Unchanged |
| 46 | ? N/A First National of Nebraska Inc | $403K | 21 | 0.11% | Unchanged |
| 47 | C Coherent, Inc. | $403K | 1.4K | 0.11% | Unchanged |
| 48 | A Amazon.com Inc | $399K | 1.6K | 0.11% | Unchanged |
| 49 | A Auto Zone Inc | $388K | 137 | 0.11% | Trimmed(-20.4%) |
| 50 | E iShares Core S&P 500 ETF | $383K | 500 | 0.11% | Unchanged |