Filed: 4/22/2026ACC: 0001013701-26-000002
📋 What this filing means
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $343.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$343.10M
Total AUM (reported)
3.15M
Total Shares
Allocation by class
COM$342.28M99.8%
PRD$821.8K0.2%
Portfolio Concentration
Top 3$91.29M26.6%
4–10$87.50M25.5%
11–25$117.26M34.2%
Rest$47.05M13.7%
Top 3 weight
26.6%
Top 10 weight
52.1%
Voting Authority Distribution
Total shares with voting rights: 3.15M
Sole
Full voting authority
3.12M
shares
% of voting shares99.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
26.45K
shares
% of voting shares0.8%
Investment Discretion (by position count)
Sole59
Shared0
Other0
Dominant voting typeSole · 99.2% of voting shares
Institutional Holdings59
Rows:
Texas Pacific Land Corp
SOLEShares112.89K
TypeSH
Market value$53.58M
15.62%
Sole
112.07K
Shared
0.00
None
825.00
Berkshire Hathaway Inc Cl B
SOLEShares45.77K
TypeSH
Market value$21.93M
6.39%
Sole
44.97K
Shared
0.00
None
800.00
Phillips 66
SOLEShares86.60K
TypeSH
Market value$15.78M
4.60%
Sole
85.97K
Shared
0.00
None
625.00
Arthur J Gallagher & Co
SOLEShares66.73K
TypeSH
Market value$14.45M
4.21%
Sole
65.93K
Shared
0.00
None
800.00
Microsoft Corp
SOLEShares36.98K
TypeSH
Market value$13.69M
3.99%
Sole
36.53K
Shared
0.00
None
450.00
Aflac Inc
SOLEShares121.63K
TypeSH
Market value$13.34M
3.89%
Sole
120.33K
Shared
0.00
None
1.30K
HCA Healthcare Inc
SOLEShares25.61K
TypeSH
Market value$12.12M
3.53%
Sole
25.44K
Shared
0.00
None
175.00
Alphabet Inc Cl C
SOLEShares41.30K
TypeSH
Market value$11.85M
3.45%
Sole
41.05K
Shared
0.00
None
250.00
Chubb Corp
SOLEShares34.24K
TypeSH
Market value$11.16M
3.25%
Sole
33.99K
Shared
0.00
None
250.00
Elevance Health Inc
SOLEShares37.18K
TypeSH
Market value$10.88M
3.17%
Sole
37K
Shared
0.00
None
175.00
Johnson & Johnson
SOLEShares44.17K
TypeSH
Market value$10.80M
3.15%
Sole
44.17K
Shared
0.00
None
0.00
Hershey Foods Corp
SOLEShares51.21K
TypeSH
Market value$10.65M
3.10%
Sole
50.89K
Shared
0.00
None
325.00
Fifth Third Bancorp
SOLEShares221.73K
TypeSH
Market value$10.30M
3.00%
Sole
219.63K
Shared
0.00
None
2.10K
Lincoln Electric Holdings Inc
SOLEShares40.84K
TypeSH
Market value$10.17M
2.96%
Sole
40.56K
Shared
0.00
None
275.00
Disney Walt
SOLEShares94.68K
TypeSH
Market value$9.13M
2.66%
Sole
93.83K
Shared
0.00
None
850.00
Nelnet
SOLEShares66.47K
TypeSH
Market value$8.57M
2.50%
Sole
65.97K
Shared
0.00
None
500.00
Asbury Automotive Group
SOLEShares38.92K
TypeSH
Market value$7.61M
2.22%
Sole
38.60K
Shared
0.00
None
325.00
Cullen/Frost Bankers, Inc.
SOLEShares53.65K
TypeSH
Market value$7.35M
2.14%
Sole
53.15K
Shared
0.00
None
500.00
Canadian Pacific Kansas City L
SOLEShares89.66K
TypeSH
Market value$7.05M
2.06%
Sole
88.41K
Shared
0.00
None
1.25K
Thermo Fisher Corp
SOLEShares13.46K
TypeSH
Market value$6.62M
1.93%
Sole
13.16K
Shared
0.00
None
300.00
Chevron Corp
SOLEShares31.17K
TypeSH
Market value$6.45M
1.88%
Sole
30.53K
Shared
0.00
None
640.00
Brookfield Corporation
SOLEShares152.32K
TypeSH
Market value$6.16M
1.80%
Sole
150.89K
Shared
0.00
None
1.43K
Berkshire Hathaway Inc Cl A
SOLEShares8.00
TypeSH
Market value$5.75M
1.67%
Sole
8.00
Shared
0.00
None
0.00
Pfizer Inc
SOLEShares190.86K
TypeSH
Market value$5.36M
1.56%
Sole
188.23K
Shared
0.00
None
2.63K
Vulcan Materials Co
SOLEShares19.46K
TypeSH
Market value$5.30M
1.54%
Sole
19.29K
Shared
0.00
None
175.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Texas Pacific Land CorpSOLE | COM | 112.89K | SH | $53.58M 15.62% | 112.07K | 0.00 | 825.00 |
Berkshire Hathaway Inc Cl BSOLE | COM | 45.77K | SH | $21.93M 6.39% | 44.97K | 0.00 | 800.00 |
Phillips 66SOLE | COM | 86.60K | SH | $15.78M 4.60% | 85.97K | 0.00 | 625.00 |
Arthur J Gallagher & CoSOLE | COM | 66.73K | SH | $14.45M 4.21% | 65.93K | 0.00 | 800.00 |
Microsoft CorpSOLE | COM | 36.98K | SH | $13.69M 3.99% | 36.53K | 0.00 | 450.00 |
Aflac IncSOLE | COM | 121.63K | SH | $13.34M 3.89% | 120.33K | 0.00 | 1.30K |
HCA Healthcare IncSOLE | COM | 25.61K | SH | $12.12M 3.53% | 25.44K | 0.00 | 175.00 |
Alphabet Inc Cl CSOLE | COM | 41.30K | SH | $11.85M 3.45% | 41.05K | 0.00 | 250.00 |
Chubb CorpSOLE | COM | 34.24K | SH | $11.16M 3.25% | 33.99K | 0.00 | 250.00 |
Elevance Health IncSOLE | COM | 37.18K | SH | $10.88M 3.17% | 37K | 0.00 | 175.00 |
Johnson & JohnsonSOLE | COM | 44.17K | SH | $10.80M 3.15% | 44.17K | 0.00 | 0.00 |
Hershey Foods CorpSOLE | COM | 51.21K | SH | $10.65M 3.10% | 50.89K | 0.00 | 325.00 |
Fifth Third BancorpSOLE | COM | 221.73K | SH | $10.30M 3.00% | 219.63K | 0.00 | 2.10K |
Lincoln Electric Holdings IncSOLE | COM | 40.84K | SH | $10.17M 2.96% | 40.56K | 0.00 | 275.00 |
Disney WaltSOLE | COM | 94.68K | SH | $9.13M 2.66% | 93.83K | 0.00 | 850.00 |
NelnetSOLE | COM | 66.47K | SH | $8.57M 2.50% | 65.97K | 0.00 | 500.00 |
Asbury Automotive GroupSOLE | COM | 38.92K | SH | $7.61M 2.22% | 38.60K | 0.00 | 325.00 |
Cullen/Frost Bankers, Inc.SOLE | COM | 53.65K | SH | $7.35M 2.14% | 53.15K | 0.00 | 500.00 |
Canadian Pacific Kansas City LSOLE | COM | 89.66K | SH | $7.05M 2.06% | 88.41K | 0.00 | 1.25K |
Thermo Fisher CorpSOLE | COM | 13.46K | SH | $6.62M 1.93% | 13.16K | 0.00 | 300.00 |
Chevron CorpSOLE | COM | 31.17K | SH | $6.45M 1.88% | 30.53K | 0.00 | 640.00 |
Brookfield CorporationSOLE | COM | 152.32K | SH | $6.16M 1.80% | 150.89K | 0.00 | 1.43K |
Berkshire Hathaway Inc Cl ASOLE | COM | 8.00 | SH | $5.75M 1.67% | 8.00 | 0.00 | 0.00 |
Pfizer IncSOLE | COM | 190.86K | SH | $5.36M 1.56% | 188.23K | 0.00 | 2.63K |
Vulcan Materials CoSOLE | COM | 19.46K | SH | $5.30M 1.54% | 19.29K | 0.00 | 175.00 |
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