LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

CIK

1013701

Location

OMAHA, NE

Portfolio Value

Small $322,392,484

Diversification

Diversified

Filing Date

Global Rank

#3,317 / 8,616 ▲ 123 · as of Mar 2026

Top Industry

Oil & Gas E&P 16.7%

3Y Alpha vs SPY

-9.6%

Period ended 4 months ago

Filed Apr 22, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+34.1%

SPY

+72.4%

Annualised alpha

-9.6%

Max drawdown

−14.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

51 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.6%

+6.1 pts

Top 5

37.0%

+4.2 pts

Top 10

55.1%

+3.1 pts

HHI

542

Diversified+129

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	29.7%	$95,736,590	9
Energy	23.5%	$75,801,956	3
Healthcare	17.4%	$56,143,895	9
Industrials	7.6%	$24,417,208	4
Consumer Cyclical	5.6%	$18,030,542	6
Consumer Defensive	5.4%	$17,327,523	9
Technology	4.6%	$14,733,732	3
Communication Services	2.8%	$9,125,643	1
Basic Materials	2.0%	$6,377,208	3
Real Estate	0.8%	$2,622,431	1
Unclassified	0.5%	$1,476,271	1
Utilities	0.2%	$599,485	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
ELV	Elevance Health, Inc.	+16,967	37,179	$10,884,152
FITB	Fifth Third Bancorp	+14,749	221,728	$10,301,482
DIS	Walt Disney Co	+3,895	94,684	$9,125,643
MSFT	Microsoft Corp	+2,937	36,982	$13,689,626
AJG	Arthur J. Gallagher & Co.	+2,405	66,734	$14,453,249
PEP	Pepsico Inc	+1,700	8,428	$1,308,784
BRKR	Bruker Corp	+1,133	132,668	$4,791,968
BRK-B	Berkshire Hathaway Inc	+873	45,772	$21,933,942
NNI	Nelnet Inc	+325	66,467	$8,571,584
SPY	Spdr S&P 500 ETF Trust	+5	2,270	$1,476,271
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSTM	Constellium SE	−23,500	30,520	$750,181
STKL	SunOpta Inc.	−20,000	37,500	$243,000
PSX	Phillips 66	−16,365	86,599	$15,776,605
CWGL	Crimson Wine Group, Ltd	−13,561	253,937	$1,119,862
LECO	Lincoln Electric Holdings Inc	−8,390	40,840	$10,172,427
LKQ	Lkq Corp	−7,904	109,483	$3,215,515
CP	Canadian Pacific Kansas City Ltd/Cn	−4,553	89,663	$7,052,891
HCA	HCA Healthcare, Inc.	−3,759	25,614	$12,121,569
MSM	Msc Industrial Direct Co Inc	−3,342	40,761	$3,761,017
CRL	Charles River Laboratories International, Inc.	−3,104	28,534	$4,922,115
AFL	Aflac Inc	−2,230	121,631	$13,344,137
PFE	Pfizer Inc	−1,913	190,858	$5,359,292
HZO	Marinemax Inc	−1,736	129,762	$3,511,359
SKYH	Sky Harbour Group Corp	−1,493	272,319	$2,622,431
TPL	Texas Pacific Land Corp	−1,325	112,895	$53,575,451
ABG	Asbury Automotive Group Inc	−1,186	38,925	$7,606,334
CNI	Canadian National Railway Co	−800	33,384	$3,430,873
JNJ	Johnson & Johnson	−695	44,171	$10,797,159
BN	BROOKFIELD Corp /ON/	−675	152,318	$6,164,309
TMO	Thermo Fisher Scientific Inc.	−586	13,461	$6,616,485
KO	Coca Cola Co	−426	13,825	$1,051,391
D	Dominion Energy, Inc	−400	5,190	$320,845
COHR	Coherent Corp.	−400	1,400	$333,494
BAM	Brookfield Asset Management Ltd.	−360	55,196	$2,453,462
HSY	Hershey Co	−357	51,214	$10,646,878
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
KEYS	Keysight Technologies, Inc.	20,785	$4,223,304
DEO	Diageo PLC	3,331	$287,365
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

51 positions · $322,392,484 total · as of Mar 31, 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	112,895	-1,325	$53,575,451	+63.3%	16.62%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	45,772	+873	$21,933,942	−2.8%	6.80%
PSX	Phillips 66 Energy	Reduced	86,599	-16,365	$15,776,605	+18.7%	4.89%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	66,734	+2,405	$14,453,249	−13.2%	4.48%
MSFT	Microsoft Corp Technology	Added	36,982	+2,937	$13,689,626	−16.9%	4.25%
AFL	Aflac Inc Financial Services	Reduced	121,631	-2,230	$13,344,137	−2.3%	4.14%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	25,614	-3,759	$12,121,569	−11.6%	3.76%
CB	Chubb Ltd Financial Services	Reduced	34,242	-155	$11,160,495	+4.0%	3.46%
ELV	Elevance Health, Inc. Healthcare	Added	37,179	+16,967	$10,884,152	+53.6%	3.38%
JNJ	Johnson & Johnson Healthcare	Reduced	44,171	-695	$10,797,159	+16.3%	3.35%
HSY	Hershey Co Consumer Defensive	Reduced	51,214	-357	$10,646,878	+13.4%	3.30%
FITB	Fifth Third Bancorp Financial Services	Added	221,728	+14,749	$10,301,482	+6.3%	3.20%
LECO	Lincoln Electric Holdings Inc Industrials	Reduced	40,840	-8,390	$10,172,427	−13.8%	3.16%
DIS	Walt Disney Co Communication Services	Added	94,684	+3,895	$9,125,643	−11.7%	2.83%
NNI	Nelnet Inc Financial Services	Added	66,467	+325	$8,571,584	−2.5%	2.66%
ABG	Asbury Automotive Group Inc Consumer Cyclical	Reduced	38,925	-1,186	$7,606,334	−18.4%	2.36%
CFR	Cullen/Frost Bankers, Inc. Financial Services	Reduced	53,647	-76	$7,353,930	+8.1%	2.28%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Reduced	89,663	-4,553	$7,052,891	+1.7%	2.19%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	13,461	-586	$6,616,485	−18.7%	2.05%
CVX	Chevron Corp Energy	Reduced	31,174	-230	$6,449,900	+34.8%	2.00%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	152,318	-675	$6,164,309	−12.2%	1.91%
PFE	Pfizer Inc Healthcare	Reduced	190,858	-1,913	$5,359,292	+11.7%	1.66%
VMC	Vulcan Materials CO Basic Materials	Reduced	19,462	-309	$5,299,502	−6.0%	1.64%
CRL	Charles River Laboratories International, Inc. Healthcare	Reduced	28,534	-3,104	$4,922,115	−22.0%	1.53%
BRKR	Bruker Corp Healthcare	Added	132,668	+1,133	$4,791,968	−22.7%	1.49%
MSM	Msc Industrial Direct Co Inc Industrials	Reduced	40,761	-3,342	$3,761,017	+1.4%	1.17%
HZO	Marinemax Inc Consumer Cyclical	Reduced	129,762	-1,736	$3,511,359	+10.2%	1.09%
CNI	Canadian National Railway Co Industrials	Reduced	33,384	-800	$3,430,873	+1.5%	1.06%
LKQ	Lkq Corp Consumer Cyclical	Reduced	109,483	-7,904	$3,215,515	−9.3%	1.00%
MCD	Mcdonalds Corp Consumer Cyclical	Held	8,955	0	$2,783,124	+1.7%	0.86%
SKYH	Sky Harbour Group Corp Real Estate	Reduced	272,319	-1,493	$2,622,431	+6.8%	0.81%
BAM	Brookfield Asset Management Ltd. Financial Services	Reduced	55,196	-360	$2,453,462	−15.7%	0.76%
SPY	Spdr S&P 500 ETF Trust	Added	2,270	+5	$1,476,271	−4.4%	0.46%
PEP	Pepsico Inc Consumer Defensive	Added	8,428	+1,700	$1,308,784	+35.5%	0.41%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,281	0	$1,276,426	+15.5%	0.40%
CWGL	Crimson Wine Group, Ltd Consumer Defensive	Reduced	253,937	-13,561	$1,119,862	−14.6%	0.35%
KO	Coca Cola Co Consumer Defensive	Reduced	13,825	-426	$1,051,391	+5.5%	0.33%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,669	-46	$963,270	+0.1%	0.30%
CSTM	Constellium SE Basic Materials	Reduced	30,520	-23,500	$750,181	−26.3%	0.23%
AAPL	Apple Inc. Technology	Held	2,800	0	$710,612	−6.6%	0.22%
AZO	Autozone Inc Consumer Cyclical	Held	172	0	$580,978	−0.4%	0.18%
WMT	Walmart Inc. Consumer Defensive	Held	3,150	0	$391,482	+11.6%	0.12%
ABBV	AbbVie Inc. Healthcare	Held	1,768	0	$384,522	−4.8%	0.12%
COHR	Coherent Corp. Technology	Reduced	1,400	-400	$333,494	+0.4%	0.10%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,600	-200	$333,232	−19.8%	0.10%
WPM	Wheaton Precious Metals Corp. Basic Materials	Held	2,500	0	$327,525	+11.5%	0.10%
CL	Colgate Palmolive Co Consumer Defensive	Held	3,830	0	$326,430	+7.9%	0.10%
D	Dominion Energy, Inc Utilities	Reduced	5,190	-400	$320,845	−2.0%	0.10%
NEE	Nextera Energy Inc Utilities	Held	3,000	0	$278,640	+15.7%	0.09%
ABT	Abbott Laboratories Healthcare	Held	2,597	0	$266,633	−18.1%	0.08%