Holders — by stockHoldings — by fund
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1013701
$360.6M
disclosed book value
59
positions
13.4%
largest position share
Positions, as of 2026-06-30
top 59 of 59 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TPLTexas Pacific Land Corp | 110,114 | $48.2M | 13.4% |
| 2 | BRK/BBerkshire Hathaway Inc Cl B | 44,113 | $22.1M | 6.1% |
| 3 | AJGArthur J Gallagher & Co | 66,344 | $15.2M | 4.2% |
| 4 | GOOGAlphabet Inc Cl C | 40,924 | $14.5M | 4% |
| 5 | PSXPhillips 66 | 82,799 | $14.0M | 3.9% |
| 6 | AFLAflac Inc | 118,548 | $13.9M | 3.9% |
| 7 | MSFTMicrosoft Corp | 36,787 | $13.7M | 3.8% |
| 8 | TMOThermo Fisher Corp | 27,058 | $13.6M | 3.8% |
| 9 | FITBFifth Third Bancorp | 219,387 | $12.4M | 3.4% |
| 10 | Chubb Corp | 34,062 | $11.6M | 3.2% |
| 11 | JNJJohnson & Johnson | 43,491 | $11.0M | 3.1% |
| 12 | FRFHFFairfax Financial Holdings | 6,575 | $10.8M | 3% |
| 13 | LECOLincoln Electric Holdings Inc | 40,540 | $10.8M | 3% |
| 14 | HCAHCA Healthcare Inc | 26,383 | $10.3M | 2.9% |
| 15 | ELVElevance Health Inc | 24,199 | $9.4M | 2.6% |
| 16 | DISDisney Walt | 93,846 | $9.0M | 2.5% |
| 17 | HSYHershey Foods Corp | 50,979 | $8.9M | 2.5% |
| 18 | PEPPepsico Inc | 65,813 | $8.9M | 2.5% |
| 19 | NNINelnet | 66,047 | $8.8M | 2.4% |
| 20 | CFRCullen/Frost Bankers, Inc. | 53,268 | $8.2M | 2.3% |
| 21 | CPCanadian Pacific Kansas City L | 89,538 | $7.8M | 2.2% |
| 22 | ABGAsbury Automotive Group | 33,426 | $6.7M | 1.9% |
| 23 | BNBrookfield Corporation | 151,867 | $6.5M | 1.8% |
| 24 | CRLCharles River Labs Int'l | 28,004 | $6.4M | 1.8% |
| 25 | VMCVulcan Materials Co | 19,152 | $5.7M | 1.6% |
| 26 | BRKRBruker Corp | 92,502 | $5.6M | 1.5% |
| 27 | BRK/ABerkshire Hathaway Inc Cl A | 7 | $5.2M | 1.5% |
| 28 | CVXChevron Corp | 30,799 | $5.1M | 1.4% |
| 29 | HZOMarineMax, Inc. | 117,752 | $4.3M | 1.2% |
| 30 | PFEPfizer Inc | 174,686 | $4.2M | 1.2% |
| 31 | CNICanadian National Railway Co | 32,036 | $3.8M | 1.1% |
| 32 | SKYHSky Harbour Group Corp Cl A | 280,089 | $2.8M | 0.8% |
| 33 | LKQLKQ Corporation | 96,247 | $2.5M | 0.7% |
| 34 | MCDMcDonalds Corp | 8,955 | $2.4M | 0.7% |
| 35 | BAMBrookfield Asset Management Lt | 48,387 | $2.2M | 0.6% |
| 36 | SPYSPDR S&P 500 | 2,315 | $1.7M | 0.5% |
| 37 | COSTCostco Wholesale Corp | 1,260 | $1.2M | 0.3% |
| 38 | CWGLCrimson Wine Group Ltd | 252,267 | $1.1M | 0.3% |
| 39 | KOCoca Cola Co | 13,490 | $1.1M | 0.3% |
| 40 | PGProcter & Gamble Co | 6,488 | $951,400 | 0.3% |
| 41 | Costamare Inc. 8.50 Preferred | 30,893 | $822,372 | 0.2% |
| 42 | Constellium SE | 25,120 | $800,574 | 0.2% |
| 43 | DNOPYDino Polska SA Adr | 98,135 | $743,863 | 0.2% |
| 44 | AAPLApple Inc | 2,550 | $737,868 | 0.2% |
| 45 | COHRCoherent, Inc. | 1,400 | $552,258 | 0.2% |
| 46 | AZOAuto Zone Inc | 172 | $549,702 | 0.2% |
| 47 | ABBVAbbvie Inc | 1,758 | $442,383 | 0.1% |
| 48 | FINNFirst National of Nebraska Inc | 21 | $393,750 | 0.1% |
| 49 | AMZNAmazon.com Inc | 1,600 | $381,344 | 0.1% |
| 50 | IVViShares Core S&P 500 ETF | 500 | $374,445 | 0.1% |
| 51 | NSRGYNestle S.A. Spons ADR | 3,630 | $373,868 | 0.1% |
| 52 | WMTWalmart Inc | 3,150 | $356,769 | 0.1% |
| 53 | CLColgate Palmolive Co | 3,580 | $328,214 | 0.1% |
| 54 | DDominion Energy, Inc. | 4,730 | $323,012 | 0.1% |
| 55 | WPMWheaton Precious Metals Corp | 2,500 | $280,800 | 0.1% |
| 56 | NEENextera Energy Inc | 3,000 | $263,310 | 0.1% |
| 57 | ABTAbbott Laboratories | 2,522 | $228,846 | 0.1% |
| 58 | CATCaterpillar Inc Del | 200 | $212,980 | 0.1% |
| 59 | Cardinal Resources | 100,000 | $0 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.