Lawson Kroeker Investment Management INC 13F holdings
Lawson Kroeker Investment Management INC reported 58 positions with a total reported value of $360.6M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-28. Top holdings by reported value: TPL Texas Pacific Land Corp (13.4%), BRK-B Berkshire Hathaway Inc Cl A (7.6%), AJG Arthur J Gallagher & Co (4.2%), GOOGL Alphabet Inc Cl C (4.0%), PSX Phillips 66 (3.9%). Against 2026-03-31 it opened 2 new positions and exited 2. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 58 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| TPL Texas Pacific Land Corp | 110,114 | $48.2M | 13.4% |
| BRK-B Berkshire Hathaway Inc Cl A | 44,120 | $27.3M | 7.6% |
| AJG Arthur J Gallagher & Co | 66,344 | $15.2M | 4.2% |
| GOOGL Alphabet Inc Cl C | 40,924 | $14.5M | 4.0% |
| PSX Phillips 66 | 82,799 | $14.0M | 3.9% |
| AFL Aflac Inc | 118,548 | $13.9M | 3.9% |
| MSFT Microsoft Corp | 36,787 | $13.7M | 3.8% |
| TMO Thermo Fisher Corp | 27,058 | $13.6M | 3.8% |
| FITB Fifth Third Bancorp | 219,387 | $12.4M | 3.4% |
| CB Chubb Corp | 34,062 | $11.6M | 3.2% |
| JNJ Johnson & Johnson | 43,491 | $11.0M | 3.1% |
| Fairfax Financial Holdings | 6,575 | $10.8M | 3.0% |
| Lincoln Electric Holdings Inc | 40,540 | $10.8M | 3.0% |
| HCA HCA Healthcare Inc | 26,383 | $10.3M | 2.9% |
| ELV Elevance Health Inc | 24,199 | $9.4M | 2.6% |
| DIS Disney Walt | 93,846 | $9.0M | 2.5% |
| HSY Hershey Foods Corp | 50,979 | $8.9M | 2.5% |
| PEP Pepsico Inc | 65,813 | $8.9M | 2.5% |
| NNI Nelnet | 66,047 | $8.8M | 2.4% |
| CFR Cullen/Frost Bankers, Inc. | 53,268 | $8.2M | 2.3% |
| CP Canadian Pacific Kansas City L | 89,538 | $7.8M | 2.2% |
| ABG Asbury Automotive Group | 33,426 | $6.7M | 1.9% |
| BN Brookfield Corporation | 151,867 | $6.5M | 1.8% |
| Charles River Labs Int'l | 28,004 | $6.4M | 1.8% |
| Vulcan Materials Co | 19,152 | $5.7M | 1.6% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| Fairfax Financial Holdings | 6,575 | $10.8M | 3.0% |
| CAT Caterpillar Inc Del | 200 | $213.0K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 2 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| MSM MSC Industrial Direct Co. | 40,761 | $3.8M | 1.1% |
| SunOpta Inc. | 37,500 | $243.0K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| PEP Pepsico Inc | 8,428 | 65,813 | +680.9% | $8.9M |
| TMO Thermo Fisher Corp | 13,461 | 27,058 | +101.0% | $13.6M |
| HCA HCA Healthcare Inc | 25,614 | 26,383 | +3.0% | $10.3M |
| SKYH Sky Harbour Group Corp Cl A | 272,319 | 280,089 | +2.9% | $2.8M |
| SPY SPDR S&P 500 | 2,270 | 2,315 | +2.0% | $1.7M |
| Dino Polska SA Adr | 97,135 | 98,135 | +1.0% | $743.9K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ELV Elevance Health Inc | 37,179 | 24,199 | -34.9% | $9.4M |
| BRKR Bruker Corp | 132,668 | 92,502 | -30.3% | $5.6M |
| TPL Texas Pacific Land Corp | 112,895 | 110,114 | -2.5% | $48.2M |
| ABG Asbury Automotive Group | 38,925 | 33,426 | -14.1% | $6.7M |
| BRK-B Berkshire Hathaway Inc Cl A | 45,780 | 44,120 | -3.6% | $27.3M |
| PSX Phillips 66 | 86,599 | 82,799 | -4.4% | $14.0M |
| HZO MarineMax, Inc. | 129,762 | 117,752 | -9.3% | $4.3M |
| PFE Pfizer Inc | 190,858 | 174,686 | -8.5% | $4.2M |
| AFL Aflac Inc | 121,631 | 118,548 | -2.5% | $13.9M |
| LKQ LKQ Corporation | 109,483 | 96,247 | -12.1% | $2.5M |
| BAM Brookfield Asset Management Lt | 55,196 | 48,387 | -12.3% | $2.2M |
| Nestle S.A. Spons ADR | 6,580 | 3,630 | -44.8% | $373.9K |
CIK 1013701 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
