LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
Top Portfolio Positions
50 positions ·
$300,458,542 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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
Holdings in SKYH
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,622,431 | 272,319 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,456,093 | 273,812 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,672,625 | 473,417 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,438,511 | 454,300 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,696,415 | 437,849 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,471,137 | 374,781 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,865,682 | 168,993 | Shares | Sole | 2024-10-15 | |
| No 13F history on record for this holder in this stock. | ||||||