Filed: 1/20/2026ACC: 0001013701-26-000001
📋 What this filing means
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $336.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$336.05M
Total AUM (reported)
3.34M
Total Shares
Allocation by class
COM$335.22M99.8%
PRD$830.1K0.2%
Portfolio Concentration
Top 3$72.02M21.4%
4–10$92.34M27.5%
11–25$116.98M34.8%
Rest$54.70M16.3%
Top 3 weight
21.4%
Top 10 weight
48.9%
Voting Authority Distribution
Total shares with voting rights: 3.34M
Sole
Full voting authority
3.32M
shares
% of voting shares99.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
28.12K
shares
% of voting shares0.8%
Investment Discretion (by position count)
Sole62
Shared0
Other0
Dominant voting typeSole · 99.2% of voting shares
Institutional Holdings62
Rows:
Texas Pacific Land Corp
SOLEShares114.22K
TypeSH
Market value$32.81M
9.76%
Sole
113.39K
Shared
0.00
None
825.00
Berkshire Hathaway Inc Cl B
SOLEShares44.90K
TypeSH
Market value$22.57M
6.72%
Sole
44.10K
Shared
0.00
None
800.00
Arthur J Gallagher & Co
SOLEShares64.33K
TypeSH
Market value$16.65M
4.95%
Sole
63.53K
Shared
0.00
None
800.00
Microsoft Corp
SOLEShares34.05K
TypeSH
Market value$16.46M
4.90%
Sole
33.65K
Shared
0.00
None
400.00
HCA Healthcare Inc
SOLEShares29.37K
TypeSH
Market value$13.71M
4.08%
Sole
29.15K
Shared
0.00
None
225.00
Aflac Inc
SOLEShares123.86K
TypeSH
Market value$13.66M
4.06%
Sole
122.56K
Shared
0.00
None
1.30K
Phillips 66
SOLEShares102.96K
TypeSH
Market value$13.29M
3.95%
Sole
102.06K
Shared
0.00
None
900.00
Alphabet Inc Cl C
SOLEShares40.43K
TypeSH
Market value$12.69M
3.78%
Sole
40.18K
Shared
0.00
None
250.00
Lincoln Electric Holdings Inc
SOLEShares49.23K
TypeSH
Market value$11.80M
3.51%
Sole
48.83K
Shared
0.00
None
400.00
Chubb Corp
SOLEShares34.40K
TypeSH
Market value$10.74M
3.19%
Sole
34.15K
Shared
0.00
None
250.00
Disney Walt
SOLEShares90.79K
TypeSH
Market value$10.33M
3.07%
Sole
89.94K
Shared
0.00
None
850.00
Fifth Third Bancorp
SOLEShares206.98K
TypeSH
Market value$9.69M
2.88%
Sole
204.88K
Shared
0.00
None
2.10K
Hershey Foods Corp
SOLEShares51.57K
TypeSH
Market value$9.38M
2.79%
Sole
51.25K
Shared
0.00
None
325.00
Asbury Automotive Group
SOLEShares40.11K
TypeSH
Market value$9.33M
2.78%
Sole
39.79K
Shared
0.00
None
325.00
Johnson & Johnson
SOLEShares44.87K
TypeSH
Market value$9.29M
2.76%
Sole
44.87K
Shared
0.00
None
0.00
Nelnet
SOLEShares66.14K
TypeSH
Market value$8.79M
2.62%
Sole
65.64K
Shared
0.00
None
500.00
Thermo Fisher Corp
SOLEShares14.05K
TypeSH
Market value$8.14M
2.42%
Sole
13.75K
Shared
0.00
None
300.00
Elevance Health Inc
SOLEShares20.21K
TypeSH
Market value$7.09M
2.11%
Sole
20.04K
Shared
0.00
None
175.00
Brookfield Corporation
SOLEShares152.99K
TypeSH
Market value$7.02M
2.09%
Sole
151.57K
Shared
0.00
None
1.43K
Canadian Pacific Kansas City L
SOLEShares94.22K
TypeSH
Market value$6.94M
2.06%
Sole
92.97K
Shared
0.00
None
1.25K
Cullen/Frost Bankers, Inc.
SOLEShares53.72K
TypeSH
Market value$6.80M
2.02%
Sole
53.22K
Shared
0.00
None
500.00
Charles River Labs Int'l
SOLEShares31.64K
TypeSH
Market value$6.31M
1.88%
Sole
31.34K
Shared
0.00
None
300.00
Bruker Corp
SOLEShares131.53K
TypeSH
Market value$6.20M
1.84%
Sole
130.51K
Shared
0.00
None
1.02K
Berkshire Hathaway Inc Cl A
SOLEShares8.00
TypeSH
Market value$6.04M
1.80%
Sole
8.00
Shared
0.00
None
0.00
Vulcan Materials Co
SOLEShares19.77K
TypeSH
Market value$5.64M
1.68%
Sole
19.60K
Shared
0.00
None
175.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Texas Pacific Land CorpSOLE | COM | 114.22K | SH | $32.81M 9.76% | 113.39K | 0.00 | 825.00 |
Berkshire Hathaway Inc Cl BSOLE | COM | 44.90K | SH | $22.57M 6.72% | 44.10K | 0.00 | 800.00 |
Arthur J Gallagher & CoSOLE | COM | 64.33K | SH | $16.65M 4.95% | 63.53K | 0.00 | 800.00 |
Microsoft CorpSOLE | COM | 34.05K | SH | $16.46M 4.90% | 33.65K | 0.00 | 400.00 |
HCA Healthcare IncSOLE | COM | 29.37K | SH | $13.71M 4.08% | 29.15K | 0.00 | 225.00 |
Aflac IncSOLE | COM | 123.86K | SH | $13.66M 4.06% | 122.56K | 0.00 | 1.30K |
Phillips 66SOLE | COM | 102.96K | SH | $13.29M 3.95% | 102.06K | 0.00 | 900.00 |
Alphabet Inc Cl CSOLE | COM | 40.43K | SH | $12.69M 3.78% | 40.18K | 0.00 | 250.00 |
Lincoln Electric Holdings IncSOLE | COM | 49.23K | SH | $11.80M 3.51% | 48.83K | 0.00 | 400.00 |
Chubb CorpSOLE | COM | 34.40K | SH | $10.74M 3.19% | 34.15K | 0.00 | 250.00 |
Disney WaltSOLE | COM | 90.79K | SH | $10.33M 3.07% | 89.94K | 0.00 | 850.00 |
Fifth Third BancorpSOLE | COM | 206.98K | SH | $9.69M 2.88% | 204.88K | 0.00 | 2.10K |
Hershey Foods CorpSOLE | COM | 51.57K | SH | $9.38M 2.79% | 51.25K | 0.00 | 325.00 |
Asbury Automotive GroupSOLE | COM | 40.11K | SH | $9.33M 2.78% | 39.79K | 0.00 | 325.00 |
Johnson & JohnsonSOLE | COM | 44.87K | SH | $9.29M 2.76% | 44.87K | 0.00 | 0.00 |
NelnetSOLE | COM | 66.14K | SH | $8.79M 2.62% | 65.64K | 0.00 | 500.00 |
Thermo Fisher CorpSOLE | COM | 14.05K | SH | $8.14M 2.42% | 13.75K | 0.00 | 300.00 |
Elevance Health IncSOLE | COM | 20.21K | SH | $7.09M 2.11% | 20.04K | 0.00 | 175.00 |
Brookfield CorporationSOLE | COM | 152.99K | SH | $7.02M 2.09% | 151.57K | 0.00 | 1.43K |
Canadian Pacific Kansas City LSOLE | COM | 94.22K | SH | $6.94M 2.06% | 92.97K | 0.00 | 1.25K |
Cullen/Frost Bankers, Inc.SOLE | COM | 53.72K | SH | $6.80M 2.02% | 53.22K | 0.00 | 500.00 |
Charles River Labs Int'lSOLE | COM | 31.64K | SH | $6.31M 1.88% | 31.34K | 0.00 | 300.00 |
Bruker CorpSOLE | COM | 131.53K | SH | $6.20M 1.84% | 130.51K | 0.00 | 1.02K |
Berkshire Hathaway Inc Cl ASOLE | COM | 8.00 | SH | $6.04M 1.80% | 8.00 | 0.00 | 0.00 |
Vulcan Materials CoSOLE | COM | 19.77K | SH | $5.64M 1.68% | 19.60K | 0.00 | 175.00 |
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