Lawson Kroeker Investment Management Inc/Ne Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, Lawson Kroeker Investment Management Inc/Ne disclosed 53 stock positions valued at approximately $360.64M as of quarter-end June 30, 2026. The largest holdings include Texas Pacific Land Corp, Berkshire Hathaway Inc Cl B, and Arthur J Gallagher & Co.
- Report Period
- June 30, 2026
- No. of Stocks
- 53
- Portfolio Value
- $360.64M
Holdings by Sector
Lawson Kroeker Investment Management Inc/Ne Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Texas Pacific Land Corp | TPL | Energy | 13.36% | 110,114 | -2,781 | -2.46% | $48,190,291 |
| Berkshire Hathaway Inc Cl B | BRK-B | Financial Services | 6.12% | 44,113 | -1,659 | -3.62% | $22,073,704 |
| Arthur J Gallagher & Co | AJG | Financial Services | 4.22% | 66,344 | -390 | -0.58% | $15,230,592 |
| Alphabet Inc Cl C | GOOG | Communication Services | 4.01% | 40,924 | -373 | -0.90% | $14,459,677 |
| Phillips 66 | PSX | Energy | 3.88% | 82,799 | -3,800 | -4.39% | $13,997,171 |
| Aflac Inc | AFL | Financial Services | 3.85% | 118,548 | -3,083 | -2.53% | $13,899,753 |
| Microsoft Corp | MSFT | Technology | 3.81% | 36,787 | -195 | -0.53% | $13,722,287 |
| Thermo Fisher Corp | TMO | Healthcare | 3.76% | 27,058 | +13,597 | +101.01% | $13,565,799 |
| Fifth Third Bancorp | FITB | Financial Services | 3.43% | 219,387 | -2,341 | -1.06% | $12,366,845 |
| Chubb Corp | CB | Financial Services | 3.22% | 34,062 | -180 | -0.53% | $11,606,286 |
| Johnson & Johnson | JNJ | Healthcare | 3.06% | 43,491 | -680 | -1.54% | $11,045,409 |
| Fairfax Financial Holdings | FRFHF | Financial Services | 3.00% | 6,575 | +6,575 | +100.00% | $10,827,759 |
| Lincoln Electric Holdings Inc | LECO | Industrials | 2.98% | 40,540 | -300 | -0.73% | $10,763,775 |
| HCA Healthcare Inc | HCA | Healthcare | 2.85% | 26,383 | +769 | +3.00% | $10,286,468 |
| Elevance Health Inc | ELV | Healthcare | 2.59% | 24,199 | -12,980 | -34.91% | $9,358,479 |
| Disney Walt | DIS | Communication Services | 2.50% | 93,846 | -838 | -0.89% | $9,032,678 |
| Hershey Foods Corp | HSY | Consumer Defensive | 2.48% | 50,979 | -235 | -0.46% | $8,944,266 |
| Pepsico Inc | PEP | Consumer Defensive | 2.47% | 65,813 | +57,385 | +680.89% | $8,911,080 |
| Nelnet | NNI | Financial Services | 2.44% | 66,047 | -420 | -0.63% | $8,806,047 |
| Cullen/Frost Bankers, Inc. | CFR | Financial Services | 2.28% | 53,268 | -379 | -0.71% | $8,230,971 |
| Canadian Pacific Kansas City L | CP | Industrials | 2.15% | 89,538 | -125 | -0.14% | $7,758,468 |
| Asbury Automotive Group | ABG | Consumer Cyclical | 1.86% | 33,426 | -5,499 | -14.13% | $6,721,300 |
| Brookfield Corporation | BN | Financial Services | 1.79% | 151,867 | -451 | -0.30% | $6,468,016 |
| Charles River Labs Int'l | CRL | Healthcare | 1.76% | 28,004 | -530 | -1.86% | $6,351,027 |
| Vulcan Materials Co | VMC | Basic Materials | 1.57% | 19,152 | -310 | -1.59% | $5,650,032 |
| Bruker Corp | BRKR | Healthcare | 1.54% | 92,502 | -40,166 | -30.28% | $5,566,770 |
| Berkshire Hathaway Inc Cl A | BRK-A | Financial Services | 1.45% | 7 | -1 | -12.50% | $5,241,950 |
| Chevron Corp | CVX | Energy | 1.42% | 30,799 | -375 | -1.20% | $5,105,242 |
| MarineMax, Inc. | HZO | Consumer Cyclical | 1.20% | 117,752 | -12,010 | -9.26% | $4,312,078 |
| Pfizer Inc | PFE | Healthcare | 1.17% | 174,686 | -16,172 | -8.47% | $4,206,439 |
Showing 30 of 53 holdings in the latest reporting period.