Funds › Lawson Kroeker Investment Management Inc
Lawson Kroeker Investment Management Inc
13F for Q3 2026, filed Oct 22, 2026. 59 positions worth $360.1M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 22, 2026
Reported value
$360.1M
−$550.1K (0.2%) vs Q2 2026
Positions
59
59 in Q2 2026
Top 10 share
49.5%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | TPL Texas Pacific Land Corporation | 110,359 | $36.0M | 10.0% | +0.2% | 13F ↗ |
| 2 | BRK-B Berkshire Hathaway Inc. Class B | 43,364 | $21.6M | 6.0% | -1.7% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 36,651 | $18.8M | 5.2% | -0.4% | 13F ↗ |
| 4 | PSX Phillips 66 | 72,723 | $18.6M | 5.2% | -12.2% | 13F ↗ |
| 5 | TMO Thermo Fisher Scientific Inc | 26,485 | $17.9M | 5.0% | -2.1% | 13F ↗ |
| 6 | AJG Arthur J. Gallagher & Co. | 66,540 | $15.2M | 4.2% | +0.3% | 13F ↗ |
| 7 | GOOG Alphabet Inc. Class C | 40,562 | $13.8M | 3.8% | -0.9% | 13F ↗ |
| 8 | AFL AFLAC Incorporated | 122,244 | $13.7M | 3.8% | +3.1% | 13F ↗ |
| 9 | LECO Lincoln Electric Holdings, Inc. | 43,981 | $11.6M | 3.2% | +8.5% | 13F ↗ |
| 10 | HCA HCA Healthcare, Inc. | 26,403 | $11.3M | 3.1% | +0.1% | 13F ↗ |
| 11 | JNJ Johnson & Johnson | 41,778 | $11.1M | 3.1% | -3.9% | 13F ↗ |
| 12 | CB Chubb Limited | 33,052 | $10.8M | 3.0% | -3.0% | 13F ↗ |
| 13 | FITB Fifth Third Bancorp | 212,067 | $10.7M | 3.0% | -3.3% | 13F ↗ |
| 14 | FRFHF Fairfax Financial Holdings Ltd | 6,571 | $10.3M | 2.9% | -0.1% | 13F ↗ |
| 15 | DIS Walt Disney Company | 93,878 | $9.8M | 2.7% | Unchanged | 13F ↗ |
| 16 | PEP PepsiCo, Inc. | 71,372 | $9.0M | 2.5% | +8.4% | 13F ↗ |
| 17 | ELV Elevance Health, Inc. | 22,446 | $8.7M | 2.4% | -7.2% | 13F ↗ |
| 18 | HSY The Hershey Company | 52,657 | $8.3M | 2.3% | +3.3% | 13F ↗ |
| 19 | NNI Nelnet, Inc. | 64,841 | $8.0M | 2.2% | -1.8% | 13F ↗ |
| 20 | CRL Charles River Laboratories International, Inc. | 26,634 | $7.9M | 2.2% | -4.9% | 13F ↗ |
| 21 | CFR Cullen/Frost Bankers, Inc. | 51,393 | $7.8M | 2.2% | -3.5% | 13F ↗ |
| 22 | CP Canadian Pacific Kansas City Limited | 83,223 | $7.1M | 2.0% | -7.1% | 13F ↗ |
| 23 | BN Brookfield Corporation | 170,264 | $6.2M | 1.7% | +12.1% | 13F ↗ |
| 24 | CVX Chevron Corporation | 30,217 | $6.2M | 1.7% | -1.9% | 13F ↗ |
| 25 | ABG Asbury Automotive Group Inc | 35,723 | $6.2M | 1.7% | +6.9% | 13F ↗ |
| 26 | HZO MarineMax, Inc. | 110,597 | $5.8M | 1.6% | -6.1% | 13F ↗ |
| 27 | BRKR Bruker Corporation | 87,582 | $5.7M | 1.6% | -5.3% | 13F ↗ |
| 28 | BRK-A Berkshire Hathaway Inc. Class A | 7 | $5.2M | 1.5% | Unchanged | 13F ↗ |
| 29 | PFE Pfizer, Inc. | 169,881 | $4.8M | 1.3% | -2.8% | 13F ↗ |
| 30 | VMC Vulcan Materials Company | 17,832 | $4.4M | 1.2% | -6.9% | 13F ↗ |
| 31 | CNI Canadian National Railway Company | 31,578 | $3.8M | 1.0% | -1.4% | 13F ↗ |
| 32 | SKYH Sky Harbour Group Corporation | 297,214 | $2.8M | 0.8% | +6.1% | 13F ↗ |
| 33 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 3,459 | $2.6M | 0.7% | +49.4% | 13F ↗ |
| 34 | BAM Brookfield Asset Management Ltd. | 48,447 | $2.2M | 0.6% | +0.1% | 13F ↗ |
| 35 | MCD McDonald's Corporation | 8,865 | $2.0M | 0.6% | -1.0% | 13F ↗ |
| 36 | LKQ LKQ Corporation | 88,909 | $2.0M | 0.6% | -7.6% | 13F ↗ |
| 37 | KO Coca-Cola Company | 13,490 | $1.2M | 0.3% | Unchanged | 13F ↗ |
| 38 | COST Costco Wholesale Corporation | 1,210 | $1.1M | 0.3% | -4.0% | 13F ↗ |
| 39 | Crimson Wine Group Ltd | 250,142 | $1.1M | 0.3% | -0.8% | 13F ↗ |
| 40 | PG Procter & Gamble Company | 6,488 | $942.6K | 0.3% | Unchanged | 13F ↗ |
| 41 | Dino Polska SA Adr | 98,135 | $893.0K | 0.2% | Unchanged | 13F ↗ |
| 42 | AAPL Apple Inc. | 2,500 | $832.5K | 0.2% | -2.0% | 13F ↗ |
| 43 | Costamare Inc. 8.50 Preferred Prd | 30,893 | $831.9K | 0.2% | Unchanged | 13F ↗ |
| 44 | CSTM Constellium SE | 25,120 | $607.7K | 0.2% | Unchanged | 13F ↗ |
| 45 | ABBV AbbVie Inc. | 1,758 | $459.9K | 0.1% | Unchanged | 13F ↗ |
| 46 | First National of Nebraska Inc | 21 | $403.2K | 0.1% | Unchanged | 13F ↗ |
| 47 | COHR Coherent Corp. | 1,400 | $402.9K | 0.1% | Unchanged | 13F ↗ |
| 48 | AMZN Amazon.com, Inc. | 1,600 | $398.6K | 0.1% | Unchanged | 13F ↗ |
| 49 | AZO AutoZone, Inc. | 137 | $387.7K | 0.1% | -20.3% | 13F ↗ |
| 50 | iShares Tr Core S&P500 Etf | 500 | $382.9K | 0.1% | Unchanged | 13F ↗ |
Showing the top 50 of 59 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
2 new, 13 added to, 28 trimmed, 2 exited, 16 unchanged. By estimated dollars.
New positions (2)
| iShares Tr Rusel 2500 Etf | 2,940 | New | $251.4K |
| AMGN Amgen Inc. | 482 | New | $203.2K |
Added to (13)
| LECO Lincoln Electric Holdings, Inc. | 43,981 | +8.5% | $910.4K |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 3,459 | +49.4% | $872.4K |
| PEP PepsiCo, Inc. | 71,372 | +8.4% | $704.4K |
| BN Brookfield Corporation | 170,264 | +12.1% | $670.8K |
| AFL AFLAC Incorporated | 122,244 | +3.1% | $413.1K |
| ABG Asbury Automotive Group Inc | 35,723 | +6.9% | $395.8K |
| HSY The Hershey Company | 52,657 | +3.3% | $264.5K |
| SKYH Sky Harbour Group Corporation | 297,214 | +6.1% | $162.2K |
| TPL Texas Pacific Land Corporation | 110,359 | +0.2% | $79.8K |
| AJG Arthur J. Gallagher & Co. | 66,540 | +0.3% | $44.7K |
Trimmed (28)
| PSX Phillips 66 | 72,723 | -12.2% | -$2.6M |
| ELV Elevance Health, Inc. | 22,446 | -7.2% | -$681.6K |
| CP Canadian Pacific Kansas City Limited | 83,223 | -7.1% | -$537.4K |
| JNJ Johnson & Johnson | 41,778 | -3.9% | -$453.5K |
| CRL Charles River Laboratories International, Inc. | 26,634 | -4.9% | -$404.2K |
| TMO Thermo Fisher Scientific Inc | 26,485 | -2.1% | -$386.8K |
| HZO MarineMax, Inc. | 110,597 | -6.1% | -$374.2K |
| BRK-B Berkshire Hathaway Inc. Class B | 43,364 | -1.7% | -$373.0K |
| FITB Fifth Third Bancorp | 212,067 | -3.3% | -$370.2K |
| CB Chubb Limited | 33,052 | -3.0% | -$328.5K |
Exited (2)
| CAT Caterpillar, Inc. | 200 | Exited | -$213.0K |
| Cardinal Resources | 100,000 | Exited | $0 |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 22, 2026 | 13F-HR | 59 | $360.1M | Current | SEC ↗ |
| Q2 2026 | Jul 28, 2026 | 13F-HR | 59 | $360.6M | Current | SEC ↗ |
| Q1 2026 | Apr 22, 2026 | 13F-HR | 59 | $343.1M | Current | SEC ↗ |
| Q4 2025 | Jan 20, 2026 | 13F-HR | 62 | $336.0M | Current | SEC ↗ |
| Q3 2025 | Oct 20, 2025 | 13F-HR | 99 | $547.6M | Current | SEC ↗ |
| Q2 2025 | Jul 25, 2025 | 13F-HR | 97 | $537.6M | Current | SEC ↗ |
| Q1 2025 | Apr 28, 2025 | 13F-HR | 89 | $541.9M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer