LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

CIK

1013701

Location

OMAHA, NE

Portfolio Value

Small $338,228,322

Diversification

Diversified

Filing Date

Global Rank

#3,519 / 8,701 ▲ 852

Top Industry

Oil & Gas E&P 14.3%

Period ended 3 months ago

Filed Jul 28, 2026 · 49d

26 quarters · since Mar 2020

Portfolio Concentration

51 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.2%

−1.5 pts

Top 5

33.5%

−3.3 pts

Top 10

51.9%

−2.3 pts

HHI

471

Diversified−53

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	33.0%	$111,680,143	10
Energy	19.9%	$67,292,702	3
Healthcare	18.1%	$61,051,617	9
Consumer Defensive	6.8%	$22,881,772	8
Industrials	6.7%	$22,555,194	4
Consumer Cyclical	5.0%	$16,919,232	6
Technology	4.4%	$15,012,412	3
Communication Services	2.7%	$9,032,677	1
Basic Materials	2.0%	$6,731,405	3
Real Estate	0.8%	$2,756,075	1
Unclassified	0.5%	$1,728,772	1
Utilities	0.2%	$586,321	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
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
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	−1,667	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.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
FRFHF	Fairfax Financial Holdings Ltd/ Can	6,575	$10,827,776
CAT	Caterpillar Inc	200	$212,980
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	41,297	$11,846,457
MSM	Msc Industrial Direct Co Inc	40,761	$3,761,017
AAXJ	iShares MSCI All Country Asia ex Japan ETF	500	$326,605
—		37,500	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TPL	Texas Pacific Land Corp Energy	Reduced	110,114	-2,781	$48,190,290	−10.1%	14.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	44,113	-1,667	$22,073,704	−20.3%	6.53%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	66,344	-390	$15,230,592	+5.4%	4.50%
PSX	Phillips 66 Energy	Reduced	82,799	-3,800	$13,997,170	−11.3%	4.14%
AFL	Aflac Inc Financial Services	Reduced	118,548	-3,083	$13,899,753	+4.2%	4.11%
MSFT	Microsoft Corp Technology	Reduced	36,787	-195	$13,722,286	+0.2%	4.06%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	27,058	+13,597	$13,565,798	+105.0%	4.01%
FITB	Fifth Third Bancorp Financial Services	Reduced	219,387	-2,341	$12,366,845	+20.0%	3.66%
CB	Chubb Ltd Financial Services	Reduced	34,062	-180	$11,606,285	+4.0%	3.43%
JNJ	Johnson & Johnson Healthcare	Reduced	43,491	-680	$11,045,409	+2.3%	3.27%
FRFHF	Fairfax Financial Holdings Ltd/ Can Financial Services	NEW	6,575	NEW	$10,827,776	NEW	3.20%
LECO	Lincoln Electric Holdings Inc Industrials	Reduced	40,540	-300	$10,763,775	+5.8%	3.18%
HCA	HCA Healthcare, Inc. Healthcare	Added	26,383	+769	$10,286,467	−15.1%	3.04%
ELV	Elevance Health, Inc. Healthcare	Reduced	24,199	-12,980	$9,358,479	−14.0%	2.77%
DIS	Walt Disney Co Communication Services	Reduced	93,846	-838	$9,032,677	−1.0%	2.67%
HSY	Hershey Co Consumer Defensive	Reduced	50,979	-235	$8,944,265	−16.0%	2.64%
PEP	Pepsico Inc Consumer Defensive	Added	65,813	+57,385	$8,911,080	+580.9%	2.63%
NNI	Nelnet Inc Financial Services	Reduced	66,047	-420	$8,806,046	+2.7%	2.60%
CFR	Cullen/Frost Bankers, Inc. Financial Services	Reduced	53,268	-379	$8,230,971	+11.9%	2.43%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Reduced	89,538	-125	$7,758,467	+10.0%	2.29%
ABG	Asbury Automotive Group Inc Consumer Cyclical	Reduced	33,426	-5,499	$6,721,300	−11.6%	1.99%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	151,867	-451	$6,468,015	+4.9%	1.91%
CRL	Charles River Laboratories International, Inc. Healthcare	Reduced	28,004	-530	$6,351,027	+29.0%	1.88%
VMC	Vulcan Materials CO Basic Materials	Reduced	19,152	-310	$5,650,031	+6.6%	1.67%
BRKR	Bruker Corp Healthcare	Reduced	92,502	-40,166	$5,566,770	+16.2%	1.65%
CVX	Chevron Corp Energy	Reduced	30,799	-375	$5,105,242	−20.8%	1.51%
HZO	Marinemax Inc Consumer Cyclical	Reduced	117,752	-12,010	$4,312,078	+22.8%	1.27%
PFE	Pfizer Inc Healthcare	Reduced	174,686	-16,172	$4,206,438	−21.5%	1.24%
CNI	Canadian National Railway Co Industrials	Reduced	32,036	-1,348	$3,819,972	+11.3%	1.13%
SKYH	Sky Harbour Group Corp Real Estate	Added	280,089	+7,770	$2,756,075	+5.1%	0.81%
LKQ	Lkq Corp Consumer Cyclical	Reduced	96,247	-13,236	$2,534,183	−21.2%	0.75%
MCD	Mcdonalds Corp Consumer Cyclical	Held	8,955	0	$2,420,626	−13.0%	0.72%
BAM	Brookfield Asset Management Ltd. Financial Services	Reduced	48,387	-6,809	$2,170,156	−11.5%	0.64%
SPY	Spdr S&P 500 ETF Trust	Added	2,315	+45	$1,728,772	+17.1%	0.51%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,260	-21	$1,178,692	−7.7%	0.35%
CWGL	Crimson Wine Group, Ltd Consumer Defensive	Reduced	252,267	-1,670	$1,115,020	−0.4%	0.33%
KO	Coca Cola Co Consumer Defensive	Reduced	13,490	-335	$1,096,332	+4.3%	0.32%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,488	-181	$951,400	−1.2%	0.28%
CSTM	Constellium SE Basic Materials	Reduced	25,120	-5,400	$800,574	+6.7%	0.24%
AAPL	Apple Inc. Technology	Reduced	2,550	-250	$737,868	+3.8%	0.22%
COHR	Coherent Corp. Technology	Held	1,400	0	$552,258	+65.6%	0.16%
AZO	Autozone Inc Consumer Cyclical	Held	172	0	$549,701	−5.4%	0.16%
ABBV	AbbVie Inc. Healthcare	Reduced	1,758	-10	$442,383	+15.0%	0.13%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,600	0	$381,344	+14.4%	0.11%
WMT	Walmart Inc. Consumer Defensive	Held	3,150	0	$356,769	−8.9%	0.11%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	3,580	-250	$328,214	+0.5%	0.10%
D	Dominion Energy, Inc Utilities	Reduced	4,730	-460	$323,011	+0.7%	0.10%
WPM	Wheaton Precious Metals Corp. Basic Materials	Held	2,500	0	$280,800	−14.3%	0.08%
NEE	Nextera Energy Inc Utilities	Held	3,000	0	$263,310	−5.5%	0.08%
ABT	Abbott Laboratories Healthcare	Reduced	2,522	-75	$228,846	−14.2%	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.