LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
Top Portfolio Positions
51 positions ·
$322,392,484 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 | 16.62% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
45,772 | $21,933,942 | 6.80% | |
| PSX |
Phillips 66
Energy
|
86,599 | $15,776,605 | 4.89% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
66,734 | $14,453,249 | 4.48% | |
| MSFT |
Microsoft Corp
Technology
|
36,982 | $13,689,626 | 4.25% | |
| AFL |
Aflac Inc
Financial Services
|
121,631 | $13,344,137 | 4.14% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
25,614 | $12,121,569 | 3.76% | |
| CB |
Chubb Ltd
Financial Services
|
34,242 | $11,160,495 | 3.46% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
37,179 | $10,884,152 | 3.38% | |
| JNJ |
Johnson & Johnson
Healthcare
|
44,171 | $10,797,159 | 3.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in STKL
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243,000 | 37,500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $218,500 | 57,500 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $336,950 | 57,500 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $333,500 | 57,500 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $279,450 | 57,500 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $442,750 | 57,500 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $478,500 | 75,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $405,000 | 75,000 | Shares | Sole | 2024-07-29 | |
| No 13F history on record for this holder in this stock. | ||||||