LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

Est. AUM

$343.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Texas Pacific Land Corp	COM	$53.6M	112895	15.62%	SOLE
2	Berkshire Hathaway Inc Cl B	COM	$21.9M	45772	6.39%	SOLE
3	Phillips 66	COM	$15.8M	86599	4.60%	SOLE
4	Arthur J Gallagher & Co	COM	$14.5M	66734	4.21%	SOLE
5	Microsoft Corp	COM	$13.7M	36982	3.99%	SOLE
6	Aflac Inc	COM	$13.3M	121631	3.89%	SOLE
7	HCA Healthcare Inc	COM	$12.1M	25614	3.53%	SOLE
8	Alphabet Inc Cl C	COM	$11.8M	41297	3.45%	SOLE
9	Chubb Corp	COM	$11.2M	34242	3.25%	SOLE
10	Elevance Health Inc	COM	$10.9M	37179	3.17%	SOLE
11	Johnson & Johnson	COM	$10.8M	44171	3.15%	SOLE
12	Hershey Foods Corp	COM	$10.6M	51214	3.10%	SOLE
13	Fifth Third Bancorp	COM	$10.3M	221728	3.00%	SOLE
14	Lincoln Electric Holdings Inc	COM	$10.2M	40840	2.96%	SOLE
15	Disney Walt	COM	$9.1M	94684	2.66%	SOLE
16	Nelnet	COM	$8.6M	66467	2.50%	SOLE
17	Asbury Automotive Group	COM	$7.6M	38925	2.22%	SOLE
18	Cullen/Frost Bankers, Inc.	COM	$7.4M	53647	2.14%	SOLE
19	Canadian Pacific Kansas City L	COM	$7.1M	89663	2.06%	SOLE
20	Thermo Fisher Corp	COM	$6.6M	13461	1.93%	SOLE
21	Chevron Corp	COM	$6.5M	31174	1.88%	SOLE
22	Brookfield Corporation	COM	$6.2M	152318	1.80%	SOLE
23	Berkshire Hathaway Inc Cl A	COM	$5.7M	8	1.67%	SOLE
24	Pfizer Inc	COM	$5.4M	190858	1.56%	SOLE
25	Vulcan Materials Co	COM	$5.3M	19462	1.54%	SOLE
26	Charles River Labs Int'l	COM	$4.9M	28534	1.43%	SOLE
27	Bruker Corp	COM	$4.8M	132668	1.40%	SOLE
28	MSC Industrial Direct Co.	COM	$3.8M	40761	1.10%	SOLE
29	MarineMax, Inc.	COM	$3.5M	129762	1.02%	SOLE
30	Canadian National Railway Co	COM	$3.4M	33384	1.00%	SOLE
31	LKQ Corporation	COM	$3.2M	109483	0.94%	SOLE
32	McDonalds Corp	COM	$2.8M	8955	0.81%	SOLE
33	Sky Harbour Group Corp Cl A	COM	$2.6M	272319	0.76%	SOLE
34	Brookfield Asset Management Lt	COM	$2.5M	55196	0.71%	SOLE
35	SPDR S&P 500	COM	$1.5M	2270	0.43%	SOLE
36	Pepsico Inc	COM	$1.3M	8428	0.38%	SOLE
37	Costco Wholesale Corp	COM	$1.3M	1281	0.37%	SOLE
38	Crimson Wine Group Ltd	COM	$1.1M	253937	0.33%	SOLE
39	Coca Cola Co	COM	$1.1M	13825	0.31%	SOLE
40	Procter & Gamble Co	COM	$963K	6669	0.28%	SOLE
41	Dino Polska SA Adr	COM	$897K	97135	0.26%	SOLE
42	Costamare Inc. 8.50 Preferred	PRD	$822K	30893	0.24%	SOLE
43	Constellium SE	COM	$750K	30520	0.22%	SOLE
44	Apple Inc	COM	$711K	2800	0.21%	SOLE
45	Nestle S.A. Spons ADR	COM	$642K	6580	0.19%	SOLE
46	Auto Zone Inc	COM	$581K	172	0.17%	SOLE
47	First National of Nebraska Inc	COM	$429K	26	0.13%	SOLE
48	Walmart Inc	COM	$391K	3150	0.11%	SOLE
49	Abbvie Inc	COM	$385K	1768	0.11%	SOLE
50	Coherent, Inc.	COM	$333K	1400	0.10%	SOLE

1–50 of 59

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.