Filed: 10/22/2026ACC: 0001013701-26-000004
📋 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 $360.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$360.09M
Total AUM (reported)
2.91M
Total Shares
Allocation by class
COM$359.26M99.8%
PRD$831.9K0.2%
Portfolio Concentration
Top 3$76.35M21.2%
4–10$102.01M28.3%
11–25$128.04M35.6%
Rest$53.68M14.9%
Top 3 weight
21.2%
Top 10 weight
49.5%
Voting Authority Distribution
Total shares with voting rights: 2.91M
Sole
Full voting authority
2.88M
shares
% of voting shares99.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
26.71K
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
SOLEShares110.36K
TypeSH
Market value$35.96M
9.99%
Sole
109.53K
Shared
0.00
None
825.00
Berkshire Hathaway Inc Cl B
SOLEShares43.36K
TypeSH
Market value$21.59M
6.00%
Sole
42.56K
Shared
0.00
None
800.00
Microsoft Corp
SOLEShares36.65K
TypeSH
Market value$18.80M
5.22%
Sole
36.20K
Shared
0.00
None
450.00
Phillips 66
SOLEShares72.72K
TypeSH
Market value$18.57M
5.16%
Sole
72.25K
Shared
0.00
None
475.00
Thermo Fisher Corp
SOLEShares26.48K
TypeSH
Market value$17.88M
4.97%
Sole
26.18K
Shared
0.00
None
300.00
Arthur J Gallagher & Co
SOLEShares66.54K
TypeSH
Market value$15.18M
4.22%
Sole
65.74K
Shared
0.00
None
800.00
Alphabet Inc Cl C
SOLEShares40.56K
TypeSH
Market value$13.82M
3.84%
Sole
40.31K
Shared
0.00
None
250.00
Aflac Inc
SOLEShares122.24K
TypeSH
Market value$13.66M
3.79%
Sole
120.94K
Shared
0.00
None
1.30K
Lincoln Electric Holdings Inc
SOLEShares43.98K
TypeSH
Market value$11.64M
3.23%
Sole
43.71K
Shared
0.00
None
275.00
HCA Healthcare Inc
SOLEShares26.40K
TypeSH
Market value$11.27M
3.13%
Sole
26.23K
Shared
0.00
None
175.00
Johnson & Johnson
SOLEShares41.78K
TypeSH
Market value$11.06M
3.07%
Sole
41.78K
Shared
0.00
None
0.00
Chubb Corp
SOLEShares33.05K
TypeSH
Market value$10.75M
2.99%
Sole
32.80K
Shared
0.00
None
250.00
Fifth Third Bancorp
SOLEShares212.07K
TypeSH
Market value$10.73M
2.98%
Sole
209.97K
Shared
0.00
None
2.10K
Fairfax Financial Holdings
SOLEShares6.57K
TypeSH
Market value$10.29M
2.86%
Sole
6.53K
Shared
0.00
None
45.00
Disney Walt
SOLEShares93.88K
TypeSH
Market value$9.85M
2.73%
Sole
93.03K
Shared
0.00
None
850.00
Pepsico Inc
SOLEShares71.37K
TypeSH
Market value$9.04M
2.51%
Sole
70.82K
Shared
0.00
None
550.00
Elevance Health Inc
SOLEShares22.45K
TypeSH
Market value$8.73M
2.42%
Sole
22.45K
Shared
0.00
None
0.00
Hershey Foods Corp
SOLEShares52.66K
TypeSH
Market value$8.30M
2.30%
Sole
52.33K
Shared
0.00
None
325.00
Nelnet
SOLEShares64.84K
TypeSH
Market value$7.98M
2.22%
Sole
64.34K
Shared
0.00
None
500.00
Charles River Labs Int'l
SOLEShares26.63K
TypeSH
Market value$7.86M
2.18%
Sole
26.33K
Shared
0.00
None
300.00
Cullen/Frost Bankers, Inc.
SOLEShares51.39K
TypeSH
Market value$7.85M
2.18%
Sole
50.89K
Shared
0.00
None
500.00
Canadian Pacific Kansas City L
SOLEShares83.22K
TypeSH
Market value$7.08M
1.97%
Sole
81.97K
Shared
0.00
None
1.25K
Brookfield Corporation
SOLEShares170.26K
TypeSH
Market value$6.21M
1.72%
Sole
168.84K
Shared
0.00
None
1.43K
Chevron Corp
SOLEShares30.22K
TypeSH
Market value$6.17M
1.71%
Sole
29.58K
Shared
0.00
None
640.00
Asbury Automotive Group
SOLEShares35.72K
TypeSH
Market value$6.16M
1.71%
Sole
35.40K
Shared
0.00
None
325.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Texas Pacific Land CorpSOLE | COM | 110.36K | SH | $35.96M 9.99% | 109.53K | 0.00 | 825.00 |
Berkshire Hathaway Inc Cl BSOLE | COM | 43.36K | SH | $21.59M 6.00% | 42.56K | 0.00 | 800.00 |
Microsoft CorpSOLE | COM | 36.65K | SH | $18.80M 5.22% | 36.20K | 0.00 | 450.00 |
Phillips 66SOLE | COM | 72.72K | SH | $18.57M 5.16% | 72.25K | 0.00 | 475.00 |
Thermo Fisher CorpSOLE | COM | 26.48K | SH | $17.88M 4.97% | 26.18K | 0.00 | 300.00 |
Arthur J Gallagher & CoSOLE | COM | 66.54K | SH | $15.18M 4.22% | 65.74K | 0.00 | 800.00 |
Alphabet Inc Cl CSOLE | COM | 40.56K | SH | $13.82M 3.84% | 40.31K | 0.00 | 250.00 |
Aflac IncSOLE | COM | 122.24K | SH | $13.66M 3.79% | 120.94K | 0.00 | 1.30K |
Lincoln Electric Holdings IncSOLE | COM | 43.98K | SH | $11.64M 3.23% | 43.71K | 0.00 | 275.00 |
HCA Healthcare IncSOLE | COM | 26.40K | SH | $11.27M 3.13% | 26.23K | 0.00 | 175.00 |
Johnson & JohnsonSOLE | COM | 41.78K | SH | $11.06M 3.07% | 41.78K | 0.00 | 0.00 |
Chubb CorpSOLE | COM | 33.05K | SH | $10.75M 2.99% | 32.80K | 0.00 | 250.00 |
Fifth Third BancorpSOLE | COM | 212.07K | SH | $10.73M 2.98% | 209.97K | 0.00 | 2.10K |
Fairfax Financial HoldingsSOLE | COM | 6.57K | SH | $10.29M 2.86% | 6.53K | 0.00 | 45.00 |
Disney WaltSOLE | COM | 93.88K | SH | $9.85M 2.73% | 93.03K | 0.00 | 850.00 |
Pepsico IncSOLE | COM | 71.37K | SH | $9.04M 2.51% | 70.82K | 0.00 | 550.00 |
Elevance Health IncSOLE | COM | 22.45K | SH | $8.73M 2.42% | 22.45K | 0.00 | 0.00 |
Hershey Foods CorpSOLE | COM | 52.66K | SH | $8.30M 2.30% | 52.33K | 0.00 | 325.00 |
NelnetSOLE | COM | 64.84K | SH | $7.98M 2.22% | 64.34K | 0.00 | 500.00 |
Charles River Labs Int'lSOLE | COM | 26.63K | SH | $7.86M 2.18% | 26.33K | 0.00 | 300.00 |
Cullen/Frost Bankers, Inc.SOLE | COM | 51.39K | SH | $7.85M 2.18% | 50.89K | 0.00 | 500.00 |
Canadian Pacific Kansas City LSOLE | COM | 83.22K | SH | $7.08M 1.97% | 81.97K | 0.00 | 1.25K |
Brookfield CorporationSOLE | COM | 170.26K | SH | $6.21M 1.72% | 168.84K | 0.00 | 1.43K |
Chevron CorpSOLE | COM | 30.22K | SH | $6.17M 1.71% | 29.58K | 0.00 | 640.00 |
Asbury Automotive GroupSOLE | COM | 35.72K | SH | $6.16M 1.71% | 35.40K | 0.00 | 325.00 |
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