Q2 2026 13F · SEC CIK 1013701

Lawson Kroeker Investment Management Inc/ne

Asset managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $360.6M
Reported positions: 58
Top holdings a year, 3 yrs: +13.5%
Average holding period: 6.9 yrs

Lawson Kroeker Investment Management Inc/ne is an asset manager that reported 58 positions worth $360.6M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Texas Pacific Land Corporati (TPL, 13.4%), Berkshire Hathaway Inc Del (BRK-B, 6.1%), Gallagher Arthur J & Co (AJG, 4.2%). A portfolio copying its top holdings returned 13.5% a year over the last 3 years, against 20.4% for the S&P 500.

Lawson Kroeker Investment Management Inc/ne holdings largest 50 of 58 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lawson Kroeker Investment Management Inc/ne 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TPLTexas Pacific Land Corporati	13.4%	15.6%	110,114	-2.5%	$48.2M
BRK-BBerkshire Hathaway Inc Del	6.1%	6.4%	44,113	-3.6%	$22.1M
AJGGallagher Arthur J & Co	4.2%	4.2%	66,344	-0.6%	$15.2M
GOOGAlphabet Inc	4.0%	3.5%	40,924	-0.9%	$14.5M
PSXPhillips 66	3.9%	4.6%	82,799	-4.4%	$14.0M
AFLAflac Inc	3.9%	3.9%	118,548	-2.5%	$13.9M
MSFTMicrosoft Corp	3.8%	4.0%	36,787	-0.5%	$13.7M
TMOThermo Fisher Scientific Inc	3.8%	1.9%	27,058	+101.0%	$13.6M
FITBFifth Third Bancorp	3.4%	3.0%	219,387	-1.1%	$12.4M
CBChubb Limited Com	3.2%	3.3%	34,062	-0.5%	$11.6M
JNJJohnson & Johnson	3.1%	3.1%	43,491	-1.5%	$11.0M
FRFHFFairfax Finl Hldgs	3.0%	—	6,575	—	$10.8M
LECOLincoln Electric Holdings Inc	3.0%	3.0%	40,540	-0.7%	$10.8M
HCAHCA Healthcare Inc	2.9%	3.5%	26,383	+3.0%	$10.3M
ELVElevance Health Inc Formerly	2.6%	3.2%	24,199	-34.9%	$9.4M
DISDisney Walt Co	2.5%	2.7%	93,846	-0.9%	$9.0M
HSYHershey Co.	2.5%	3.1%	50,979	-0.5%	$8.9M
PEPPepsico Inc	2.5%	0.4%	65,813	+680.9%	$8.9M
NNINelnet Inc	2.4%	2.5%	66,047	-0.6%	$8.8M
CFRCullen Frost Bankers Inc	2.3%	2.1%	53,268	-0.7%	$8.2M
CPCanadian Pacific Kansas City	2.2%	2.1%	89,538	-0.1%	$7.8M
ABGAsbury Automotive Group Inc	1.9%	2.2%	33,426	-14.1%	$6.7M
BNBrookfield Corp	1.8%	1.8%	151,867	-0.3%	$6.5M
CRLCharles Riv Labs Intl Inc	1.8%	1.4%	28,004	-1.9%	$6.4M
VMCVulcan Matls Co Com	1.6%	1.5%	19,152	-1.6%	$5.7M
BRKRBruker Corp	1.5%	1.4%	92,502	-30.3%	$5.6M
BRK-ABerkshire Hathaway Inc Del	1.5%	1.7%	7	-12.5%	$5.2M
CVXChevron Corp New	1.4%	1.9%	30,799	-1.2%	$5.1M
HZOMarineMax Inc	1.2%	1.0%	117,752	-9.3%	$4.3M
PFEPfizer Inc	1.2%	1.6%	174,686	-8.5%	$4.2M
CNICanadian Natl Ry Co	1.1%	1.0%	32,036	-4.0%	$3.8M
SKYHSky Harbour Group Corporatio	0.8%	0.8%	280,089	+2.9%	$2.8M
LKQLkq Corp	0.7%	0.9%	96,247	-12.1%	$2.5M
MCDMcdonalds Corp Com	0.7%	0.8%	8,955	+0.0%	$2.4M
BAMBrookfield Asset Management	0.6%	0.7%	48,387	-12.3%	$2.2M
SPYSpdr S&p 500 ETF Tr	0.5%	0.4%	2,315	+2.0%	$1.7M
COSTCostco Whsl Corp New	0.3%	0.4%	1,260	-1.6%	$1.2M
CWGLCrimson Wine Group Ltd	0.3%	0.3%	252,267	-0.7%	$1.1M
KOCoca Cola Co	0.3%	0.3%	13,490	-2.4%	$1.1M
PGProcter & Gamble Co Com	0.3%	0.3%	6,488	-2.7%	$951K
CMRE-PCCostamare Inc. 8.50 Preferred	0.2%	0.2%	30,893	+0.0%	$822K
CSTMConstellium SE	0.2%	0.2%	25,120	-17.7%	$801K
DNOPYDino Polska SA Adr	0.2%	0.3%	98,135	+1.0%	$744K
AAPLApple Inc	0.2%	0.2%	2,550	-8.9%	$738K
COHRCoherent Corp	0.2%	0.1%	1,400	+0.0%	$552K
AZOAutozone Inc	0.2%	0.2%	172	+0.0%	$550K
ABBVAbbvie Inc	0.1%	0.1%	1,758	-0.6%	$442K
FINNFirst Natl Neb Inc Com	0.1%	0.1%	21	-19.2%	$394K
AMZNAmazon Com Inc Com	0.1%	—	1,600	—	$381K
IVVIshares Core S&p 500 ETF	0.1%	—	500	—	$374K

What Lawson Kroeker Investment Management Inc/ne bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.0% /yr; S&P 500 +20.1%
3 years: +13.5% /yr; S&P 500 +20.4%
5 years: +9.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$360.6M	58
Q1 2026	$343.1M	58
Q4 2025	$336.0M	61
Q3 2025	$547.6M	98
Q2 2025	$537.6M	97
Q1 2025	$541.9M	89
Q4 2024	$531.1M	91
Q3 2024	$548.8M	88
Q2 2024	$518.0M	90
Q1 2024	$527.6M	84
Q4 2023	$487.2M	86
Q3 2023	$453.7M	86

Questions about Lawson Kroeker Investment Management Inc/ne's portfolio

What stocks does Lawson Kroeker Investment Management Inc/ne own?

Lawson Kroeker Investment Management Inc/ne's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 58 positions worth $360.6M. The largest are Texas Pacific Land Corporati (TPL) at 13.4%, Berkshire Hathaway Inc Del (BRK-B) at 6.1%, Gallagher Arthur J & Co (AJG) at 4.2%, Alphabet Inc (GOOG) at 4.0% and Phillips 66 (PSX) at 3.9%.

What did Lawson Kroeker Investment Management Inc/ne buy last quarter?

In Q2 2026, Lawson Kroeker Investment Management Inc/ne added Pepsico Inc (PEP) (+680.9% shares) and Thermo Fisher Scientific Inc (TMO) (+101.0% shares), compared with its Q1 2026 filing.

What did Lawson Kroeker Investment Management Inc/ne sell last quarter?

In Q2 2026, Lawson Kroeker Investment Management Inc/ne cut from its top 50 MSC Industrial Direct Inc Cl A (MSM), cut from its top 50 Nestle S.a. Sp/adr-For Reg (che) (NSRGY), cut from its top 50 Walmart Inc (WMT), Elevance Health Inc Formerly (ELV) (-34.9% shares), Bruker Corp (BRKR) (-30.3% shares) and First Natl Neb Inc Com (FINN) (-19.2% shares), compared with its Q1 2026 filing.

How has Lawson Kroeker Investment Management Inc/ne's portfolio performed?

A portfolio copying Lawson Kroeker Investment Management Inc/ne's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.0% against +20.1%. Over 5 years: +9.6% a year against +11.6%.

When is Lawson Kroeker Investment Management Inc/ne's next 13F filing due?

13F filings are due 45 days after each quarter ends. Lawson Kroeker Investment Management Inc/ne's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.