# LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE: Form 13F holdings

An institutional investment manager in OMAHA, NE. SEC CIK 1013701.

- Quarter ended: 2026-06-30
- Filed: 2026-07-28
- Reported value: $360.6m
- Positions: 59 (59 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1013701/000101370126000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Texas Pacific Land Corp (TPL)](/companies/tpl.md) | COM | $48.2m | 13.4% | 110,114 |  | Reduced −2,781 |
| [Berkshire Hathaway Inc Cl B (BRK-B)](/companies/brk-b.md) | COM | $22.1m | 6.1% | 44,113 |  | Reduced −1,659 |
| [Arthur J Gallagher & Co (AJG)](/companies/ajg.md) | COM | $15.2m | 4.2% | 66,344 |  | Reduced −390 |
| [Alphabet Inc Cl C (GOOGL)](/companies/googl.md) | COM | $14.5m | 4.0% | 40,924 |  | Reduced −373 |
| [Phillips 66 (PSX)](/companies/psx.md) | COM | $14.0m | 3.9% | 82,799 |  | Reduced −3,800 |
| [Aflac Inc (AFL)](/companies/afl.md) | COM | $13.9m | 3.9% | 118,548 |  | Reduced −3,083 |
| [Microsoft Corp (MSFT)](/companies/msft.md) | COM | $13.7m | 3.8% | 36,787 |  | Reduced −195 |
| [Thermo Fisher Corp (TMO)](/companies/tmo.md) | COM | $13.6m | 3.8% | 27,058 |  | Added +13,597 |
| [Fifth Third Bancorp (FITB)](/companies/fitb.md) | COM | $12.4m | 3.4% | 219,387 |  | Reduced −2,341 |
| Chubb Corp | COM | $11.6m | 3.2% | 34,062 |  | Reduced −180 |
| [Johnson & Johnson (JNJ)](/companies/jnj.md) | COM | $11.0m | 3.1% | 43,491 |  | Reduced −680 |
| [Fairfax Financial Holdings (FRFHF)](/companies/frfhf.md) | COM | $10.8m | 3.0% | 6,575 |  | New +6,575 |
| [Lincoln Electric Holdings Inc (LECO)](/companies/leco.md) | COM | $10.8m | 3.0% | 40,540 |  | Reduced −300 |
| [HCA Healthcare Inc (HCA)](/companies/hca.md) | COM | $10.3m | 2.9% | 26,383 |  | Added +769 |
| [Elevance Health Inc (ELV)](/companies/elv.md) | COM | $9.4m | 2.6% | 24,199 |  | Reduced −12,980 |
| [Disney Walt (DIS)](/companies/dis.md) | COM | $9.0m | 2.5% | 93,846 |  | Reduced −838 |
| [Hershey Foods Corp (HSY)](/companies/hsy.md) | COM | $8.9m | 2.5% | 50,979 |  | Reduced −235 |
| [Pepsico Inc (PEP)](/companies/pep.md) | COM | $8.9m | 2.5% | 65,813 |  | Added +57,385 |
| [Nelnet (NNI)](/companies/nni.md) | COM | $8.8m | 2.4% | 66,047 |  | Reduced −420 |
| [Cullen/Frost Bankers, Inc. (CFR)](/companies/cfr.md) | COM | $8.2m | 2.3% | 53,268 |  | Reduced −379 |
| [Canadian Pacific Kansas City L (CP)](/companies/cp.md) | COM | $7.8m | 2.2% | 89,538 |  | Reduced −125 |
| [Asbury Automotive Group (ABG)](/companies/abg.md) | COM | $6.7m | 1.9% | 33,426 |  | Reduced −5,499 |
| [Brookfield Corporation (BN)](/companies/bn.md) | COM | $6.5m | 1.8% | 151,867 |  | Reduced −451 |
| [Charles River Labs Int'l (CRL)](/companies/crl.md) | COM | $6.4m | 1.8% | 28,004 |  | Reduced −530 |
| [Vulcan Materials Co (VMC)](/companies/vmc.md) | COM | $5.7m | 1.6% | 19,152 |  | Reduced −310 |
| [Bruker Corp (BRKR)](/companies/brkr.md) | COM | $5.6m | 1.5% | 92,502 |  | Reduced −40,166 |
| [Berkshire Hathaway Inc Cl A (BRK-B)](/companies/brk-b.md) | COM | $5.2m | 1.5% | 7 |  | Reduced −1 |
| [Chevron Corp (CVX)](/companies/cvx.md) | COM | $5.1m | 1.4% | 30,799 |  | Reduced −375 |
| [MarineMax, Inc. (HZO)](/companies/hzo.md) | COM | $4.3m | 1.2% | 117,752 |  | Reduced −12,010 |
| [Pfizer Inc (PFE)](/companies/pfe.md) | COM | $4.2m | 1.2% | 174,686 |  | Reduced −16,172 |
| [Canadian National Railway Co (CNI)](/companies/cni.md) | COM | $3.8m | 1.1% | 32,036 |  | Reduced −1,348 |
| [Sky Harbour Group Corp Cl A (SKYH)](/companies/skyh.md) | COM | $2.8m | 0.8% | 280,089 |  | Added +7,770 |
| [LKQ Corporation (LKQ)](/companies/lkq.md) | COM | $2.5m | 0.7% | 96,247 |  | Reduced −13,236 |
| [McDonalds Corp (MCD)](/companies/mcd.md) | COM | $2.4m | 0.7% | 8,955 |  | Unchanged |
| [Brookfield Asset Management Lt (BAM)](/companies/bam.md) | COM | $2.2m | 0.6% | 48,387 |  | Reduced −6,809 |
| [SPDR S&P 500 (SPY)](/companies/spy.md) | COM | $1.7m | 0.5% | 2,315 |  | Added +45 |
| [Costco Wholesale Corp (COST)](/companies/cost.md) | COM | $1.2m | 0.3% | 1,260 |  | Reduced −21 |
| [Crimson Wine Group Ltd (CWGL)](/companies/cwgl.md) | COM | $1.1m | 0.3% | 252,267 |  | Reduced −1,670 |
| [Coca Cola Co (KO)](/companies/ko.md) | COM | $1.1m | 0.3% | 13,490 |  | Reduced −335 |
| [Procter & Gamble Co (PG)](/companies/pg.md) | COM | $951.4k | 0.3% | 6,488 |  | Reduced −181 |
| Costamare Inc. 8.50 Preferred | PRD | $822.4k | 0.2% | 30,893 |  | Unchanged |
| Constellium SE | COM | $800.6k | 0.2% | 25,120 |  | Reduced −5,400 |
| Dino Polska SA Adr | COM | $743.9k | 0.2% | 98,135 |  | Added +1,000 |
| [Apple Inc (AAPL)](/companies/aapl.md) | COM | $737.9k | 0.2% | 2,550 |  | Reduced −250 |
| [Coherent, Inc. (COHR)](/companies/cohr.md) | COM | $552.3k | 0.2% | 1,400 |  | Unchanged |
| [Auto Zone Inc (AZO)](/companies/azo.md) | COM | $549.7k | 0.2% | 172 |  | Unchanged |
| [Abbvie Inc (ABBV)](/companies/abbv.md) | COM | $442.4k | 0.1% | 1,758 |  | Reduced −10 |
| First National of Nebraska Inc | COM | $393.8k | 0.1% | 21 |  | Reduced −5 |
| [Amazon.com Inc (AMZN)](/companies/amzn.md) | COM | $381.3k | 0.1% | 1,600 |  | Unchanged |
| iShares Core S&P 500 ETF | COM | $374.4k | 0.1% | 500 |  | Unchanged |
| Nestle S.A. Spons ADR | COM | $373.9k | 0.1% | 3,630 |  | Reduced −2,950 |
| [Walmart Inc (WMT)](/companies/wmt.md) | COM | $356.8k | <0.1% | 3,150 |  | Unchanged |
| [Colgate Palmolive Co (CL)](/companies/cl.md) | COM | $328.2k | <0.1% | 3,580 |  | Reduced −250 |
| [Dominion Energy, Inc. (D)](/companies/d.md) | COM | $323.0k | <0.1% | 4,730 |  | Reduced −460 |
| [Wheaton Precious Metals Corp (WPM)](/companies/wpm.md) | COM | $280.8k | <0.1% | 2,500 |  | Unchanged |
| [Nextera Energy Inc (NEE)](/companies/nee.md) | COM | $263.3k | <0.1% | 3,000 |  | Unchanged |
| [Abbott Laboratories (ABT)](/companies/abt.md) | COM | $228.8k | <0.1% | 2,522 |  | Reduced −75 |
| [Caterpillar Inc Del (CAT)](/companies/cat.md) | COM | $213.0k | <0.1% | 200 |  | New +200 |
| Cardinal Resources | COM | $0 | 0.0% | 100,000 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [MSC Industrial Direct Co. (MSM)](/companies/msm.md) | COM | $0 | 0.0% | 0 |  | Sold out −40,761 |
| SunOpta Inc. | COM | $0 | 0.0% | 0 |  | Sold out −37,500 |

Source: SEC EDGAR, Form 13F-HR, accession 0001013701-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.