LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
Filing Date
Global Rank
#913
/ 3,203
▲ 2413
Top Industry
Oil & Gas E&P
14.3%
3Y Alpha vs SPY
-6.7%
Period ended 30 days ago
Filed Jul 28, 2026 · 2d
26 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+41.1%
SPY
+65.3%
Annualised alpha
-6.1%
Max drawdown
−15.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
51 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
14.2%
−2.4 pts
Top 5
33.5%
−3.5 pts
Top 10
51.9%
−3.2 pts
HHI
471
Diversified−71
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 33.0% | $111,680,143 |
| Energy | 19.9% | $67,292,702 |
| Healthcare | 18.1% | $61,051,617 |
| Consumer Defensive | 6.8% | $22,881,772 |
| Industrials | 6.7% | $22,555,194 |
| Consumer Cyclical | 5.0% | $16,919,232 |
| Technology | 4.4% | $15,012,412 |
| Communication Services | 2.7% | $9,032,677 |
| Basic Materials | 2.0% | $6,731,405 |
| Real Estate | 0.8% | $2,756,075 |
| Unclassified | 0.5% | $1,728,772 |
| Utilities | 0.2% | $586,321 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PEP | Pepsico Inc | +57,385 | 65,813 | $8,911,080 | |
| TMO | Thermo Fisher Scientific Inc. | +13,597 | 27,058 | $13,565,798 | |
| SKYH | Sky Harbour Group Corp | +7,770 | 280,089 | $2,756,075 | |
| HCA | HCA Healthcare, Inc. | +769 | 26,383 | $10,286,467 | |
| SPY | Spdr S&P 500 ETF Trust | +45 | 2,315 | $1,728,772 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRKR | Bruker Corp | −40,166 | 92,502 | $5,566,770 | |
| PFE | Pfizer Inc | −16,172 | 174,686 | $4,206,438 | |
| LKQ | Lkq Corp | −13,236 | 96,247 | $2,534,183 | |
| ELV | Elevance Health, Inc. | −12,980 | 24,199 | $9,358,479 | |
| HZO | Marinemax Inc | −12,010 | 117,752 | $4,312,078 | |
| BAM | Brookfield Asset Management Ltd. | −6,809 | 48,387 | $2,170,156 | |
| ABG | Asbury Automotive Group Inc | −5,499 | 33,426 | $6,721,300 | |
| CSTM | Constellium SE | −5,400 | 25,120 | $800,574 | |
| PSX | Phillips 66 | −3,800 | 82,799 | $13,997,170 | |
| AFL | Aflac Inc | −3,083 | 118,548 | $13,899,753 | |
| TPL | Texas Pacific Land Corp | −2,781 | 110,114 | $48,190,290 | |
| FITB | Fifth Third Bancorp | −2,341 | 219,387 | $12,366,845 | |
| CWGL | Crimson Wine Group, Ltd | −1,670 | 252,267 | $1,115,020 | |
| BRK-B | Berkshire Hathaway Inc | −1,659 | 44,113 | $22,073,704 | |
| CNI | Canadian National Railway Co | −1,348 | 32,036 | $3,819,972 | |
| DIS | Walt Disney Co | −838 | 93,846 | $9,032,677 | |
| JNJ | Johnson & Johnson | −680 | 43,491 | $11,045,409 | |
| CRL | Charles River Laboratories International, Inc. | −530 | 28,004 | $6,351,027 | |
| D | Dominion Energy, Inc | −460 | 4,730 | $323,011 | |
| BN | BROOKFIELD Corp /ON/ | −451 | 151,867 | $6,468,015 | |
| NNI | Nelnet Inc | −420 | 66,047 | $8,806,046 | |
| AJG | Arthur J. Gallagher & Co. | −390 | 66,344 | $15,230,592 | |
| CFR | Cullen/Frost Bankers, Inc. | −379 | 53,268 | $8,230,971 | |
| CVX | Chevron Corp | −375 | 30,799 | $5,105,242 | |
| KO | Coca Cola Co | −335 | 13,490 | $1,096,332 | |
| No positions match the current search. | |||||
51 tracked positions ·
$338,228,322 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 51 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TPL |
Texas Pacific Land Corp
Energy
|
Reduced | 110,114 | $48,190,290 | 14.25% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 44,113 | $22,073,704 | 6.53% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Reduced | 66,344 | $15,230,592 | 4.50% | |
| PSX |
Phillips 66
Energy
|
Reduced | 82,799 | $13,997,170 | 4.14% | |
| AFL |
Aflac Inc
Financial Services
|
Reduced | 118,548 | $13,899,753 | 4.11% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 36,787 | $13,722,286 | 4.06% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 27,058 | $13,565,798 | 4.01% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
Reduced | 219,387 | $12,366,845 | 3.66% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 34,062 | $11,606,285 | 3.43% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 43,491 | $11,045,409 | 3.27% | |
| FRFHF |
Fairfax Financial Holdings Ltd/ Can
Financial Services
|
NEW | 6,575 | $10,827,776 | 3.20% | |
| LECO |
Lincoln Electric Holdings Inc
Industrials
|
Reduced | 40,540 | $10,763,775 | 3.18% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Added | 26,383 | $10,286,467 | 3.04% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Reduced | 24,199 | $9,358,479 | 2.77% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 93,846 | $9,032,677 | 2.67% | |
| HSY |
Hershey Co
Consumer Defensive
|
Reduced | 50,979 | $8,944,265 | 2.64% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 65,813 | $8,911,080 | 2.63% | |
| NNI |
Nelnet Inc
Financial Services
|
Reduced | 66,047 | $8,806,046 | 2.60% | |
| CFR |
Cullen/Frost Bankers, Inc.
Financial Services
|
Reduced | 53,268 | $8,230,971 | 2.43% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Reduced | 89,538 | $7,758,467 | 2.29% | |
| ABG |
Asbury Automotive Group Inc
Consumer Cyclical
|
Reduced | 33,426 | $6,721,300 | 1.99% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
Reduced | 151,867 | $6,468,015 | 1.91% | |
| CRL |
Charles River Laboratories International, Inc.
Healthcare
|
Reduced | 28,004 | $6,351,027 | 1.88% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Reduced | 19,152 | $5,650,031 | 1.67% | |
| BRKR |
Bruker Corp
Healthcare
|
Reduced | 92,502 | $5,566,770 | 1.65% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 30,799 | $5,105,242 | 1.51% | |
| HZO |
Marinemax Inc
Consumer Cyclical
|
Reduced | 117,752 | $4,312,078 | 1.27% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 174,686 | $4,206,438 | 1.24% | |
| CNI |
Canadian National Railway Co
Industrials
|
Reduced | 32,036 | $3,819,972 | 1.13% | |
| SKYH |
Sky Harbour Group Corp
Real Estate
|
Added | 280,089 | $2,756,075 | 0.81% | |
| LKQ |
Lkq Corp
Consumer Cyclical
|
Reduced | 96,247 | $2,534,183 | 0.75% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 8,955 | $2,420,626 | 0.72% | |
| BAM |
Brookfield Asset Management Ltd.
Financial Services
|
Reduced | 48,387 | $2,170,156 | 0.64% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,315 | $1,728,772 | 0.51% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,260 | $1,178,692 | 0.35% | |
| CWGL |
Crimson Wine Group, Ltd
Consumer Defensive
|
Reduced | 252,267 | $1,115,020 | 0.33% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 13,490 | $1,096,332 | 0.32% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 6,488 | $951,400 | 0.28% | |
| CSTM |
Constellium SE
Basic Materials
|
Reduced | 25,120 | $800,574 | 0.24% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,550 | $737,868 | 0.22% | |
| COHR |
Coherent Corp.
Technology
|
Held | 1,400 | $552,258 | 0.16% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Held | 172 | $549,701 | 0.16% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,758 | $442,383 | 0.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,600 | $381,344 | 0.11% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 3,150 | $356,769 | 0.11% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 3,580 | $328,214 | 0.10% | |
| D |
Dominion Energy, Inc
Utilities
|
Reduced | 4,730 | $323,011 | 0.10% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
Held | 2,500 | $280,800 | 0.08% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 3,000 | $263,310 | 0.08% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 2,522 | $228,846 | 0.07% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.