Filed: 7/28/2026ACC: 0001013701-26-000003
📋 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 $360.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$360.64M
Total AUM (reported)
3.02M
Total Shares
Allocation by class
COM$359.81M99.8%
PRD$822.4K0.2%
Portfolio Concentration
Top 3$85.49M23.7%
4–10$93.62M26.0%
11–25$129.16M35.8%
Rest$52.37M14.5%
Top 3 weight
23.7%
Top 10 weight
49.7%
Voting Authority Distribution
Total shares with voting rights: 3.02M
Sole
Full voting authority
2.99M
shares
% of voting shares99.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
26.36K
shares
% of voting shares0.9%
Investment Discretion (by position count)
Sole59
Shared0
Other0
Dominant voting typeSole · 99.1% of voting shares
Institutional Holdings59
Rows:
Texas Pacific Land Corp
SOLEShares110.11K
TypeSH
Market value$48.19M
13.36%
Sole
109.29K
Shared
0.00
None
825.00
Berkshire Hathaway Inc Cl B
SOLEShares44.11K
TypeSH
Market value$22.07M
6.12%
Sole
43.31K
Shared
0.00
None
800.00
Arthur J Gallagher & Co
SOLEShares66.34K
TypeSH
Market value$15.23M
4.22%
Sole
65.54K
Shared
0.00
None
800.00
Alphabet Inc Cl C
SOLEShares40.92K
TypeSH
Market value$14.46M
4.01%
Sole
40.67K
Shared
0.00
None
250.00
Phillips 66
SOLEShares82.80K
TypeSH
Market value$14.00M
3.88%
Sole
82.17K
Shared
0.00
None
625.00
Aflac Inc
SOLEShares118.55K
TypeSH
Market value$13.90M
3.85%
Sole
117.25K
Shared
0.00
None
1.30K
Microsoft Corp
SOLEShares36.79K
TypeSH
Market value$13.72M
3.81%
Sole
36.34K
Shared
0.00
None
450.00
Thermo Fisher Corp
SOLEShares27.06K
TypeSH
Market value$13.57M
3.76%
Sole
26.76K
Shared
0.00
None
300.00
Fifth Third Bancorp
SOLEShares219.39K
TypeSH
Market value$12.37M
3.43%
Sole
217.29K
Shared
0.00
None
2.10K
Chubb Corp
SOLEShares34.06K
TypeSH
Market value$11.61M
3.22%
Sole
33.81K
Shared
0.00
None
250.00
Johnson & Johnson
SOLEShares43.49K
TypeSH
Market value$11.05M
3.06%
Sole
43.49K
Shared
0.00
None
0.00
Fairfax Financial Holdings
SOLEShares6.58K
TypeSH
Market value$10.83M
3.00%
Sole
6.53K
Shared
0.00
None
45.00
Lincoln Electric Holdings Inc
SOLEShares40.54K
TypeSH
Market value$10.76M
2.98%
Sole
40.27K
Shared
0.00
None
275.00
HCA Healthcare Inc
SOLEShares26.38K
TypeSH
Market value$10.29M
2.85%
Sole
26.21K
Shared
0.00
None
175.00
Elevance Health Inc
SOLEShares24.20K
TypeSH
Market value$9.36M
2.59%
Sole
24.20K
Shared
0.00
None
0.00
Disney Walt
SOLEShares93.85K
TypeSH
Market value$9.03M
2.50%
Sole
93K
Shared
0.00
None
850.00
Hershey Foods Corp
SOLEShares50.98K
TypeSH
Market value$8.94M
2.48%
Sole
50.65K
Shared
0.00
None
325.00
Pepsico Inc
SOLEShares65.81K
TypeSH
Market value$8.91M
2.47%
Sole
65.26K
Shared
0.00
None
550.00
Nelnet
SOLEShares66.05K
TypeSH
Market value$8.81M
2.44%
Sole
65.55K
Shared
0.00
None
500.00
Cullen/Frost Bankers, Inc.
SOLEShares53.27K
TypeSH
Market value$8.23M
2.28%
Sole
52.77K
Shared
0.00
None
500.00
Canadian Pacific Kansas City L
SOLEShares89.54K
TypeSH
Market value$7.76M
2.15%
Sole
88.29K
Shared
0.00
None
1.25K
Asbury Automotive Group
SOLEShares33.43K
TypeSH
Market value$6.72M
1.86%
Sole
33.10K
Shared
0.00
None
325.00
Brookfield Corporation
SOLEShares151.87K
TypeSH
Market value$6.47M
1.79%
Sole
150.44K
Shared
0.00
None
1.43K
Charles River Labs Int'l
SOLEShares28K
TypeSH
Market value$6.35M
1.76%
Sole
27.70K
Shared
0.00
None
300.00
Vulcan Materials Co
SOLEShares19.15K
TypeSH
Market value$5.65M
1.57%
Sole
18.98K
Shared
0.00
None
175.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Texas Pacific Land CorpSOLE | COM | 110.11K | SH | $48.19M 13.36% | 109.29K | 0.00 | 825.00 |
Berkshire Hathaway Inc Cl BSOLE | COM | 44.11K | SH | $22.07M 6.12% | 43.31K | 0.00 | 800.00 |
Arthur J Gallagher & CoSOLE | COM | 66.34K | SH | $15.23M 4.22% | 65.54K | 0.00 | 800.00 |
Alphabet Inc Cl CSOLE | COM | 40.92K | SH | $14.46M 4.01% | 40.67K | 0.00 | 250.00 |
Phillips 66SOLE | COM | 82.80K | SH | $14.00M 3.88% | 82.17K | 0.00 | 625.00 |
Aflac IncSOLE | COM | 118.55K | SH | $13.90M 3.85% | 117.25K | 0.00 | 1.30K |
Microsoft CorpSOLE | COM | 36.79K | SH | $13.72M 3.81% | 36.34K | 0.00 | 450.00 |
Thermo Fisher CorpSOLE | COM | 27.06K | SH | $13.57M 3.76% | 26.76K | 0.00 | 300.00 |
Fifth Third BancorpSOLE | COM | 219.39K | SH | $12.37M 3.43% | 217.29K | 0.00 | 2.10K |
Chubb CorpSOLE | COM | 34.06K | SH | $11.61M 3.22% | 33.81K | 0.00 | 250.00 |
Johnson & JohnsonSOLE | COM | 43.49K | SH | $11.05M 3.06% | 43.49K | 0.00 | 0.00 |
Fairfax Financial HoldingsSOLE | COM | 6.58K | SH | $10.83M 3.00% | 6.53K | 0.00 | 45.00 |
Lincoln Electric Holdings IncSOLE | COM | 40.54K | SH | $10.76M 2.98% | 40.27K | 0.00 | 275.00 |
HCA Healthcare IncSOLE | COM | 26.38K | SH | $10.29M 2.85% | 26.21K | 0.00 | 175.00 |
Elevance Health IncSOLE | COM | 24.20K | SH | $9.36M 2.59% | 24.20K | 0.00 | 0.00 |
Disney WaltSOLE | COM | 93.85K | SH | $9.03M 2.50% | 93K | 0.00 | 850.00 |
Hershey Foods CorpSOLE | COM | 50.98K | SH | $8.94M 2.48% | 50.65K | 0.00 | 325.00 |
Pepsico IncSOLE | COM | 65.81K | SH | $8.91M 2.47% | 65.26K | 0.00 | 550.00 |
NelnetSOLE | COM | 66.05K | SH | $8.81M 2.44% | 65.55K | 0.00 | 500.00 |
Cullen/Frost Bankers, Inc.SOLE | COM | 53.27K | SH | $8.23M 2.28% | 52.77K | 0.00 | 500.00 |
Canadian Pacific Kansas City LSOLE | COM | 89.54K | SH | $7.76M 2.15% | 88.29K | 0.00 | 1.25K |
Asbury Automotive GroupSOLE | COM | 33.43K | SH | $6.72M 1.86% | 33.10K | 0.00 | 325.00 |
Brookfield CorporationSOLE | COM | 151.87K | SH | $6.47M 1.79% | 150.44K | 0.00 | 1.43K |
Charles River Labs Int'lSOLE | COM | 28K | SH | $6.35M 1.76% | 27.70K | 0.00 | 300.00 |
Vulcan Materials CoSOLE | COM | 19.15K | SH | $5.65M 1.57% | 18.98K | 0.00 | 175.00 |
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