LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
An institutional investment manager in OMAHA, NE. Its Form 13F for the quarter ended Jun 30, 2026, filed Jul 28, 2026. SEC CIK 1013701.
- Reported value$360.6m
- Positions59
Holdings: 59 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Texas Pacific Land CorpTPL | COM | 88262P102 | 48.2 | 13.4% | 110,114 | Reduced−2,781 | |
| Berkshire Hathaway Inc Cl BBRK-B | COM | 084670702 | 22.1 | 6.1% | 44,113 | Reduced−1,659 | |
| Arthur J Gallagher & CoAJG | COM | 363576109 | 15.2 | 4.2% | 66,344 | Reduced−390 | |
| Alphabet Inc Cl CGOOGL | COM | 02079K107 | 14.5 | 4.0% | 40,924 | Reduced−373 | |
| Phillips 66PSX | COM | 718546104 | 14.0 | 3.9% | 82,799 | Reduced−3,800 | |
| Aflac IncAFL | COM | 001055102 | 13.9 | 3.9% | 118,548 | Reduced−3,083 | |
| Microsoft CorpMSFT | COM | 594918104 | 13.7 | 3.8% | 36,787 | Reduced−195 | |
| Thermo Fisher CorpTMO | COM | 883556102 | 13.6 | 3.8% | 27,058 | Added+13,597 | |
| Fifth Third BancorpFITB | COM | 316773100 | 12.4 | 3.4% | 219,387 | Reduced−2,341 | |
| Chubb Corp | COM | H1467J104 | 11.6 | 3.2% | 34,062 | Reduced−180 | |
| Johnson & JohnsonJNJ | COM | 478160104 | 11.0 | 3.1% | 43,491 | Reduced−680 | |
| Fairfax Financial HoldingsFRFHF | COM | 303901102 | 10.8 | 3.0% | 6,575 | New+6,575 | |
| Lincoln Electric Holdings IncLECO | COM | 533900106 | 10.8 | 3.0% | 40,540 | Reduced−300 | |
| HCA Healthcare IncHCA | COM | 40412C101 | 10.3 | 2.9% | 26,383 | Added+769 | |
| Elevance Health IncELV | COM | 036752103 | 9.4 | 2.6% | 24,199 | Reduced−12,980 | |
| Disney WaltDIS | COM | 254687106 | 9.0 | 2.5% | 93,846 | Reduced−838 | |
| Hershey Foods CorpHSY | COM | 427866108 | 8.9 | 2.5% | 50,979 | Reduced−235 | |
| Pepsico IncPEP | COM | 713448108 | 8.9 | 2.5% | 65,813 | Added+57,385 | |
| NelnetNNI | COM | 64031N108 | 8.8 | 2.4% | 66,047 | Reduced−420 | |
| Cullen/Frost Bankers, Inc.CFR | COM | 229899109 | 8.2 | 2.3% | 53,268 | Reduced−379 | |
| Canadian Pacific Kansas City LCP | COM | 13646K108 | 7.8 | 2.2% | 89,538 | Reduced−125 | |
| Asbury Automotive GroupABG | COM | 043436104 | 6.7 | 1.9% | 33,426 | Reduced−5,499 | |
| Brookfield CorporationBN | COM | 11271J107 | 6.5 | 1.8% | 151,867 | Reduced−451 | |
| Charles River Labs Int'lCRL | COM | 159864107 | 6.4 | 1.8% | 28,004 | Reduced−530 | |
| Vulcan Materials CoVMC | COM | 929160109 | 5.7 | 1.6% | 19,152 | Reduced−310 | |
| Bruker CorpBRKR | COM | 116794108 | 5.6 | 1.5% | 92,502 | Reduced−40,166 | |
| Berkshire Hathaway Inc Cl ABRK-B | COM | 084670108 | 5.2 | 1.5% | 7 | Reduced−1 | |
| Chevron CorpCVX | COM | 166764100 | 5.1 | 1.4% | 30,799 | Reduced−375 | |
| MarineMax, Inc.HZO | COM | 567908108 | 4.3 | 1.2% | 117,752 | Reduced−12,010 | |
| Pfizer IncPFE | COM | 717081103 | 4.2 | 1.2% | 174,686 | Reduced−16,172 | |
| Canadian National Railway CoCNI | COM | 136375102 | 3.8 | 1.1% | 32,036 | Reduced−1,348 | |
| Sky Harbour Group Corp Cl ASKYH | COM | 83085C107 | 2.8 | 0.8% | 280,089 | Added+7,770 | |
| LKQ CorporationLKQ | COM | 501889208 | 2.5 | 0.7% | 96,247 | Reduced−13,236 | |
| McDonalds CorpMCD | COM | 580135101 | 2.4 | 0.7% | 8,955 | Unchanged | |
| Brookfield Asset Management LtBAM | COM | 113004105 | 2.2 | 0.6% | 48,387 | Reduced−6,809 | |
| SPDR S&P 500SPY | COM | 78462F103 | 1.7 | 0.5% | 2,315 | Added+45 | |
| Costco Wholesale CorpCOST | COM | 22160K105 | 1.2 | 0.3% | 1,260 | Reduced−21 | |
| Crimson Wine Group LtdCWGL | COM | 22662X100 | 1.1 | 0.3% | 252,267 | Reduced−1,670 | |
| Coca Cola CoKO | COM | 191216100 | 1.1 | 0.3% | 13,490 | Reduced−335 | |
| Procter & Gamble CoPG | COM | 742718109 | 1.0 | 0.3% | 6,488 | Reduced−181 | |
| Costamare Inc. 8.50 Preferred | PRD | Y1771G128 | 0.8 | 0.2% | 30,893 | Unchanged | |
| Constellium SE | COM | F21107101 | 0.8 | 0.2% | 25,120 | Reduced−5,400 | |
| Dino Polska SA Adr | COM | 25445T106 | 0.7 | 0.2% | 98,135 | Added+1,000 | |
| Apple IncAAPL | COM | 037833100 | 0.7 | 0.2% | 2,550 | Reduced−250 | |
| Coherent, Inc.COHR | COM | 19247G107 | 0.6 | 0.2% | 1,400 | Unchanged | |
| Auto Zone IncAZO | COM | 053332102 | 0.5 | 0.2% | 172 | Unchanged | |
| Abbvie IncABBV | COM | 00287Y109 | 0.4 | 0.1% | 1,758 | Reduced−10 | |
| First National of Nebraska Inc | COM | 335720108 | 0.4 | 0.1% | 21 | Reduced−5 | |
| Amazon.com IncAMZN | COM | 023135106 | 0.4 | 0.1% | 1,600 | Unchanged | |
| iShares Core S&P 500 ETF | COM | 464287200 | 0.4 | 0.1% | 500 | Unchanged | |
| Nestle S.A. Spons ADR | COM | 641069406 | 0.4 | 0.1% | 3,630 | Reduced−2,950 | |
| Walmart IncWMT | COM | 931142103 | 0.4 | <0.1% | 3,150 | Unchanged | |
| Colgate Palmolive CoCL | COM | 194162103 | 0.3 | <0.1% | 3,580 | Reduced−250 | |
| Dominion Energy, Inc.D | COM | 25746U109 | 0.3 | <0.1% | 4,730 | Reduced−460 | |
| Wheaton Precious Metals CorpWPM | COM | 962879102 | 0.3 | <0.1% | 2,500 | Unchanged | |
| Nextera Energy IncNEE | COM | 65339F101 | 0.3 | <0.1% | 3,000 | Unchanged | |
| Abbott LaboratoriesABT | COM | 002824100 | 0.2 | <0.1% | 2,522 | Reduced−75 | |
| Caterpillar Inc DelCAT | COM | 149123101 | 0.2 | <0.1% | 200 | New+200 | |
| Cardinal Resources | COM | 14153Q108 | 0.0 | 0.0% | 100,000 | Unchanged |
Sold out: 2 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| MSC Industrial Direct Co.MSM | COM | 553530106 | 0.0 | 0.0% | 0 | Sold out−40,761 | |
| SunOpta Inc. | COM | 8676EP108 | 0.0 | 0.0% | 0 | Sold out−37,500 |
Source: SEC EDGAR, Form 13F-HR, accession 0001013701-26-000003 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.