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Lawson Kroeker Investment Management reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 28 July 2026, signed by Thomas J. Sudyka, Jr., President, Chief Compliance Officer. Retrieved 14 October 2026. Page updated 21 October 2026.

Lawson Kroeker Investment Management’s reported 13F holdings total $361M across 59 positions as of 30 June 2026. The ten largest make up 49.7% of it, and its value rose 5.1% from the prior quarter.

$361M
Reported 13F value
59
Positions
49.7%
In the 10 largest
+5.1%
Value vs. prior quarter

Largest positions

Texas Pacific Land Corp.COM$48.2M
Class
COM
Share
13.4%
Berkshire Hathaway Inc. CL BCOM$22.1M
Class
COM
Share
6.1%
Arthur J Gallagher & CoCOM$15.2M
Class
COM
Share
4.2%
Alphabet Inc. CL CCOM$14.5M
Class
COM
Share
4.0%
Phillips 66COM$14M
Class
COM
Share
3.9%
Aflac Inc.COM$13.9M
Class
COM
Share
3.9%
Microsoft Corp.COM$13.7M
Class
COM
Share
3.8%
Thermo Fisher Corp.COM$13.6M
Class
COM
Share
3.8%
Fifth Third BancorpCOM$12.4M
Class
COM
Share
3.4%
Chubb Corp.COM$11.6M
Class
COM
Share
3.2%
Johnson & JohnsonCOM$11M
Class
COM
Share
3.1%
Fairfax Financial HoldingsCOM$10.8M
Class
COM
Share
3.0%
Lincoln Electric Holdings Inc.COM$10.8M
Class
COM
Share
3.0%
Hca Healthcare Inc.COM$10.3M
Class
COM
Share
2.9%
Elevance Health Inc.COM$9.36M
Class
COM
Share
2.6%
Disney WaltCOM$9.03M
Class
COM
Share
2.5%
Hershey Foods Corp.COM$8.94M
Class
COM
Share
2.5%
Pepsico Inc.COM$8.91M
Class
COM
Share
2.5%
NelnetCOM$8.81M
Class
COM
Share
2.4%
Cullen/frost Bankers, Inc..COM$8.23M
Class
COM
Share
2.3%
Canadian Pacific Kansas City LCOM$7.76M
Class
COM
Share
2.2%
Asbury Automotive GroupCOM$6.72M
Class
COM
Share
1.9%
Brookfield CorporationCOM$6.47M
Class
COM
Share
1.8%
Charles River Labs Int'lCOM$6.35M
Class
COM
Share
1.8%
Vulcan Materials CoCOM$5.65M
Class
COM
Share
1.6%
Bruker Corp.COM$5.57M
Class
COM
Share
1.5%
Berkshire Hathaway Inc. CL ACOM$5.24M
Class
COM
Share
1.5%
Chevron Corp.COM$5.11M
Class
COM
Share
1.4%
Marinemax, Inc..COM$4.31M
Class
COM
Share
1.2%
Pfizer Inc.COM$4.21M
Class
COM
Share
1.2%
Canadian National Railway CoCOM$3.82M
Class
COM
Share
1.1%
Sky Harbour Group Corp. CL ACOM$2.76M
Class
COM
Share
0.8%
Lkq CorporationCOM$2.53M
Class
COM
Share
0.7%
Mcdonalds Corp.COM$2.42M
Class
COM
Share
0.7%
Brookfield Asset Management LtCOM$2.17M
Class
COM
Share
0.6%
SPDR S&P 500COM$1.73M
Class
COM
Share
0.5%
Costco Wholesale Corp.COM$1.18M
Class
COM
Share
0.3%
Crimson Wine Group LtdCOM$1.11M
Class
COM
Share
0.3%
Coca Cola CoCOM$1.1M
Class
COM
Share
0.3%
Procter & Gamble CoCOM$951K
Class
COM
Share
0.3%
Costamare Inc.. 8.50 PreferredPRD$822K
Class
PRD
Share
0.2%
Constellium SECOM$801K
Class
COM
Share
0.2%
Dino Polska SA ADRCOM$744K
Class
COM
Share
0.2%
Apple Inc.COM$738K
Class
COM
Share
0.2%
Coherent, Inc..COM$552K
Class
COM
Share
0.2%
Auto Zone Inc.COM$550K
Class
COM
Share
0.2%
Abbvie Inc.COM$442K
Class
COM
Share
0.1%
First National Of Nebraska Inc.COM$394K
Class
COM
Share
0.1%
Amazon.com Inc.COM$381K
Class
COM
Share
0.1%
iShares Core S&P 500 ETFCOM$374K
Class
COM
Share
0.1%

The share class is shown on a wider screen.

The 50 largest of 59 positions by value, with holdings of the same security combined. The 59 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1013701
File number
028-05512
Options
0 call, 0 put
In the 25 largest
85.5%
Prior quarter
$343M at 31 March 2026
Positions opened
2
Positions closed
2

Common questions

What are Lawson Kroeker Investment Management’s 13F holdings worth?

$361 million across 59 positions for the quarter ended 30 June 2026.

What is Lawson Kroeker Investment Management’s largest 13F holding?

Texas Pacific Land Corp (COM) was the largest position at $48.2 million, or 13.4% of reported 13F value, as of 30 June 2026.

How concentrated is Lawson Kroeker Investment Management’s 13F portfolio?

The ten largest positions accounted for 49.7% of reported value and the twenty-five largest for 85.5%, across 59 positions as of 30 June 2026.

Does Form 13F show everything Lawson Kroeker Investment Management manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Lawson Kroeker Investment Management file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Lawson Kroeker Investment Management profile

Sources

  1. Form 13F-HR, accession 0001013701-26-000003, filed 28 July 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001013701-26-000002, filed 22 April 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

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This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Lawson Kroeker Investment Management Inc, and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.