# LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1013701. Source: https://holderbook.com/funds/1013701-lawson-kroeker-investment-management-inc-ne/

- Reported value: $360.6M
- Positions: 59
- Weight of the ten largest: 49.7%
- Filed: 2026-07-28

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| TEXAS PACIFIC LAND CORPORATI | [TPL](https://holderbook.com/stocks/TPL/) | $48.2M | 110,114 | 13.4% | 23 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $22.1M | 44,113 | 6.1% | 31 |
| GALLAGHER ARTHUR J & CO | [AJG](https://holderbook.com/stocks/AJG/) | $15.2M | 66,344 | 4.2% | 12 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $14.5M | 40,924 | 4.0% | 14 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $14.0M | 82,799 | 3.9% | 25 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $13.9M | 118,548 | 3.9% | 21 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $13.7M | 36,787 | 3.8% | 31 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $13.6M | 27,058 | 3.8% | 31 |
| FIFTH THIRD BANCORP | [FITB](https://holderbook.com/stocks/FITB/) | $12.4M | 219,387 | 3.4% | 14 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $11.6M | 34,062 | 3.2% | 4 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $11.0M | 43,491 | 3.1% | 12 |
| FAIRFAX FINL HLDGS LTD SUB VTG | [FRFHF](https://holderbook.com/stocks/FRFHF/) | $10.8M | 6,575 | 3.0% | 1 |
| LINCOLN ELEC HLDGS INC | [LECO](https://holderbook.com/stocks/LECO/) | $10.8M | 40,540 | 3.0% | 31 |
| HCA HEALTHCARE INC | [HCA](https://holderbook.com/stocks/HCA/) | $10.3M | 26,383 | 2.9% | 14 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $9.4M | 24,199 | 2.6% | 14 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $9.0M | 93,846 | 2.5% | 31 |
| HERSHEY CO | [HSY](https://holderbook.com/stocks/HSY/) | $8.9M | 50,979 | 2.5% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $8.9M | 65,813 | 2.5% | 31 |
| NELNET INC | [NNI](https://holderbook.com/stocks/NNI/) | $8.8M | 66,047 | 2.4% | 10 |
| CULLEN FROST BANKERS INC | [CFR](https://holderbook.com/stocks/CFR/) | $8.2M | 53,268 | 2.3% | 29 |
| CANADIAN PACIFIC KANSAS CITY | [CP](https://holderbook.com/stocks/CP/) | $7.8M | 89,538 | 2.2% | 13 |
| ASBURY AUTOMOTIVE GROUP INC | [ABG](https://holderbook.com/stocks/ABG/) | $6.7M | 33,426 | 1.9% | 10 |
| BROOKFIELD CORP | [BN](https://holderbook.com/stocks/BN/) | $6.5M | 151,867 | 1.8% | 15 |
| CHARLES RIV LABS INTL INC | [CRL](https://holderbook.com/stocks/CRL/) | $6.4M | 28,004 | 1.8% | 14 |
| VULCAN MATLS CO | [VMC](https://holderbook.com/stocks/VMC/) | $5.7M | 19,152 | 1.6% | 31 |
| BRUKER CORP | [BRKR](https://holderbook.com/stocks/BRKR/) | $5.6M | 92,502 | 1.5% | 6 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $5.2M | 7 | 1.5% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $5.1M | 30,799 | 1.4% | 31 |
| MARINEMAX INC | [HZO](https://holderbook.com/stocks/HZO/) | $4.3M | 117,752 | 1.2% | 17 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $4.2M | 174,686 | 1.2% | 31 |
| CANADIAN NATL RY CO | [CNI](https://holderbook.com/stocks/CNI/) | $3.8M | 32,036 | 1.1% | 31 |
| SKY HARBOUR GROUP CORPORATIO | [SKYH](https://holderbook.com/stocks/SKYH/) | $2.8M | 280,089 | 0.8% | 8 |
| LKQ CORP | [LKQ](https://holderbook.com/stocks/LKQ/) | $2.5M | 96,247 | 0.7% | 31 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $2.4M | 8,955 | 0.7% | 31 |
| BROOKFIELD ASSET MANAGMT LTD | [BAM](https://holderbook.com/stocks/BAM/) | $2.2M | 48,387 | 0.6% | 15 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.7M | 2,315 | 0.5% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.2M | 1,260 | 0.3% | 9 |
| Crimson Wine Group Ltd | [CWGL](https://holderbook.com/stocks/CWGL/) | $1.1M | 252,267 | 0.3% | 12 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $1.1M | 13,490 | 0.3% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $951.4K | 6,488 | 0.3% | 31 |
| Costamare Inc. 8.50 percent Preferred | [CMREPRC](https://holderbook.com/stocks/CMREPRC/) | $822.4K | 30,893 | 0.2% | 12 |
| CONSTELLIUM SE | [CSTM](https://holderbook.com/stocks/CSTM/) | $800.6K | 25,120 | 0.2% | 27 |
| Dino Polska SA Adr | [DNOPY](https://holderbook.com/stocks/DNOPY/) | $743.9K | 98,135 | 0.2% | 12 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $737.9K | 2,550 | 0.2% | 27 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $552.3K | 1,400 | 0.2% | 4 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $549.7K | 172 | 0.2% | 14 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $442.4K | 1,758 | 0.1% | 31 |
| FIRST NATL NEB INC COM | [FINN](https://holderbook.com/stocks/FINN/) | $393.8K | 21 | 0.1% | 12 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $381.3K | 1,600 | 0.1% | 9 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $374.4K | 500 | 0.1% | 7 |
| NESTLE SA ADR | [NSRGY](https://holderbook.com/stocks/NSRGY/) | $373.9K | 3,630 | 0.1% | 12 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $356.8K | 3,150 | 0.1% | 14 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $328.2K | 3,580 | 0.1% | 31 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $323.0K | 4,730 | 0.1% | 31 |
| WHEATON PRECIOUS METALS CORP | [WPM](https://holderbook.com/stocks/WPM/) | $280.8K | 2,500 | 0.1% | 5 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $263.3K | 3,000 | 0.1% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $228.8K | 2,522 | 0.1% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $213.0K | 200 | 0.1% | 1 |
|  | - | $0 | 100,000 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +3.8% | +14.8% | -11.1% | 99% |
| Q1 2026 | +5.8% | -4.6% | +10.4% | 98% |
| Q4 2025 | +1.2% | +2.4% | -1.1% | 97% |
| Q3 2025 | +3.9% | +7.8% | -4.0% | 97% |
| Q2 2025 | -1.9% | +10.5% | -12.3% | 97% |
| Q1 2025 | +3.3% | -4.6% | +7.9% | 97% |
| Q4 2024 | -1.4% | +2.1% | -3.6% | 97% |
| Q3 2024 | +7.4% | +5.4% | +1.9% | 97% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $360.6M | 59 |
| 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 |