LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

CIK
1013701
City
OMAHA
State / Country
NE

Top Portfolio Positions

50 positions · $300,458,542 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
TPL
Texas Pacific Land Corp
Energy
112,895 $53,575,451 17.83%
PSX
Phillips 66
Energy
86,599 $15,776,605 5.25%
AJG
Arthur J. Gallagher & Co.
Financial Services
66,734 $14,453,249 4.81%
MSFT
Microsoft Corp
Technology
36,982 $13,689,626 4.56%
AFL
Aflac Inc
Financial Services
121,631 $13,344,137 4.44%
HCA
HCA Healthcare, Inc.
Healthcare
25,614 $12,121,569 4.03%
CB
Chubb Ltd
Financial Services
34,242 $11,160,495 3.71%
ELV
Elevance Health, Inc.
Healthcare
37,179 $10,884,152 3.62%
JNJ
Johnson & Johnson
Healthcare
44,171 $10,797,159 3.59%
HSY
Hershey Co
Consumer Defensive
51,214 $10,646,878 3.54%

Portfolio Trend

25 quarters · across all stocks

Holdings in CFR

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $7,353,930 53,647
2025-12-31 $6,802,943 53,723
2025-09-30 $6,840,382 53,959
2025-06-30 $6,937,303 53,970
2025-03-31 $6,701,956 53,530
2024-12-31 $7,177,407 53,463
2024-09-30 $6,078,136 54,337
2024-06-30 $5,524,911 54,363
2024-03-31 $6,192,588 55,011
2023-12-31 $5,998,412 55,290
2023-09-30 $5,097,270 55,885
2023-06-30 $5,998,023 55,780
2023-03-31 $5,631,476 53,460
2022-12-31 $7,114,578 53,213
2022-09-30 $6,881,125 52,043
2022-06-30 $6,053,420 51,983
2022-03-31 $7,520,230 54,333
2021-12-31 $6,821,647 54,110
2021-09-30 $6,443,082 54,317
2021-06-30 $6,061,104 54,117
2021-03-31 $5,961,896 54,817
2020-12-31 $4,826,872 55,335
2020-09-30 $3,583,438 56,035
2020-06-30 $4,175,168 55,885
2020-03-31 $3,100,529 55,575