Lawson Kroeker Investment Management Inc/Ne Portfolio Stock Holdings
According to the SEC 13F filed on October 22, 2026, Lawson Kroeker Investment Management Inc/Ne disclosed 58 stock positions valued at approximately $360.09M as of quarter-end September 30, 2026. The largest holdings include Texas Pacific Land Corp, Berkshire Hathaway Inc Cl B, and Microsoft Corp.
- Report Period
- September 30, 2026
- No. of Stocks
- 58
- Portfolio Value
- $360.09M
Holdings by Sector
Lawson Kroeker Investment Management Inc/Ne Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Texas Pacific Land Corp | TPL | Energy | 9.99% | 110,359 | +245 | +0.22% | $35,958,273 |
| Berkshire Hathaway Inc Cl B | BRK-B | Financial Services | 6.00% | 43,364 | -749 | -1.70% | $21,593,104 |
| Microsoft Corp | MSFT | Technology | 5.22% | 36,651 | -136 | -0.37% | $18,798,298 |
| Phillips 66 | PSX | Energy | 5.16% | 72,723 | -10,076 | -12.17% | $18,566,909 |
| Thermo Fisher Corp | TMO | Healthcare | 4.97% | 26,485 | -573 | -2.12% | $17,878,699 |
| Arthur J Gallagher & Co | AJG | Financial Services | 4.22% | 66,540 | +196 | +0.30% | $15,178,439 |
| Alphabet Inc Cl C | GOOG | Communication Services | 3.84% | 40,562 | -362 | -0.88% | $13,821,096 |
| Aflac Inc | AFL | Financial Services | 3.79% | 122,244 | +3,696 | +3.12% | $13,664,434 |
| Lincoln Electric Holdings Inc | LECO | Industrials | 3.23% | 43,981 | +3,441 | +8.49% | $11,636,493 |
| HCA Healthcare Inc | HCA | Healthcare | 3.13% | 26,403 | +20 | +0.08% | $11,267,216 |
| Johnson & Johnson | JNJ | Healthcare | 3.07% | 41,778 | -1,713 | -3.94% | $11,060,308 |
| Chubb Corp | CB | Financial Services | 2.99% | 33,052 | -1,010 | -2.97% | $10,750,163 |
| Fifth Third Bancorp | FITB | Financial Services | 2.98% | 212,067 | -7,320 | -3.34% | $10,726,349 |
| Fairfax Financial Holdings | FRFHF | Financial Services | 2.86% | 6,571 | -4 | -0.06% | $10,286,713 |
| Disney Walt | DIS | Communication Services | 2.73% | 93,878 | +32 | +0.03% | $9,847,802 |
| Pepsico Inc | PEP | Consumer Defensive | 2.51% | 71,372 | +5,559 | +8.45% | $9,044,260 |
| Elevance Health Inc | ELV | Healthcare | 2.42% | 22,446 | -1,753 | -7.24% | $8,727,454 |
| Hershey Foods Corp | HSY | Consumer Defensive | 2.30% | 52,657 | +1,678 | +3.29% | $8,299,270 |
| Nelnet | NNI | Financial Services | 2.22% | 64,841 | -1,206 | -1.83% | $7,980,630 |
| Charles River Labs Int'l | CRL | Healthcare | 2.18% | 26,634 | -1,370 | -4.89% | $7,857,296 |
| Cullen/Frost Bankers, Inc. | CFR | Financial Services | 2.18% | 51,393 | -1,875 | -3.52% | $7,846,169 |
| Canadian Pacific Kansas City L | CP | Industrials | 1.97% | 83,223 | -6,315 | -7.05% | $7,082,277 |
| Brookfield Corporation | BN | Financial Services | 1.72% | 170,264 | +18,397 | +12.11% | $6,207,825 |
| Chevron Corp | CVX | Energy | 1.71% | 30,217 | -582 | -1.89% | $6,170,614 |
| Asbury Automotive Group | ABG | Consumer Cyclical | 1.71% | 35,723 | +2,297 | +6.87% | $6,155,073 |
| MarineMax, Inc. | HZO | Consumer Cyclical | 1.61% | 110,597 | -7,155 | -6.08% | $5,784,223 |
| Bruker Corp | BRKR | Healthcare | 1.57% | 87,582 | -4,920 | -5.32% | $5,670,935 |
| Berkshire Hathaway Inc Cl A | BRK-A | Financial Services | 1.45% | 7 | - | - | $5,229,035 |
| Pfizer Inc | PFE | Healthcare | 1.35% | 169,881 | -4,805 | -2.75% | $4,845,006 |
| Vulcan Materials Co | VMC | Basic Materials | 1.21% | 17,832 | -1,320 | -6.89% | $4,362,242 |
Showing 30 of 58 holdings in the latest reporting period.