Lawson Kroeker Investment Management Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Lawson Kroeker Investment Management Inc. reported 58 stock positions worth $359.8 million. Its top holding was Texas Pacific Land (TPL) at 13.4% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 6.1%) and Arthur J Gallagher (AJG, 4.2%). Compared with Q1 2026, it opened 2 new positions, sold out of 2, added to 6 and reduced 41. The biggest buy was a new position in Fairfax Financial (FRFHF) and the biggest sale Texas Pacific Land (TPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001013701
- Portfolio Value
- $359.8M (Q2 2026)
- SEC Filing
- 0001013701-26-000003 ↗ filed Jul 28, 2026
Holdings Value
Holdings 58 stocks · $359.8M
| TPL Texas Pacific Land Corp. | 13.39% | 110,114 | $48.2M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 6.13% | 44,113 | $22.1M | Reduce -3.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 4.23% | 66,344 | $15.2M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 4.02% | 40,924 | $14.5M | Reduce -0.9% |
| PSX Phillips 66 | 3.89% | 82,799 | $14.0M | Reduce -4.4% |
| AFL Aflac Inc. | 3.86% | 118,548 | $13.9M | Reduce -2.5% |
| MSFT Microsoft Corp. | 3.81% | 36,787 | $13.7M | Reduce -0.5% |
| TMO Thermo Fisher Scientific Inc. | 3.77% | 27,058 | $13.6M | Add +101.0% |
| FITB Fifth Third Bancorp | 3.44% | 219,387 | $12.4M | Reduce -1.1% |
| CB Chubb Ltd. | 3.23% | 34,062 | $11.6M | Reduce -0.5% |
| JNJ Johnson & Johnson | 3.07% | 43,491 | $11.0M | Reduce -1.5% |
| FRFHF Fairfax Financial Hldgs Ltd. | 3.01% | 6,575 | $10.8M | New |
| LECO Lincoln Electric Holdings | 2.99% | 40,540 | $10.8M | Reduce -0.7% |
| HCA HCA Healthcare Inc. | 2.86% | 26,383 | $10.3M | Add +3.0% |
| ELV Elevance Health Inc. | 2.60% | 24,199 | $9.4M | Reduce -34.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.51% | 93,846 | $9.0M | Reduce -0.9% |
| HSY The Hershey Co. | 2.49% | 50,979 | $8.9M | Reduce -0.5% |
| PEP Pepsico Inc. | 2.48% | 65,813 | $8.9M | Add +680.9% |
| NNI Nelnet Inc. Class A | 2.45% | 66,047 | $8.8M | Reduce -0.6% |
| CFR Cullen/Frost Bankers Inc. | 2.29% | 53,268 | $8.2M | Reduce -0.7% |
| CP Canadian Pacific Kansas City | 2.16% | 89,538 | $7.8M | Reduce -0.1% |
| ABG Asbury Automotive Group | 1.87% | 33,426 | $6.7M | Reduce -14.1% |
| BN Brookfield Corp. | 1.80% | 151,867 | $6.5M | Reduce -0.3% |
| CRL Charles River Laboratories | 1.77% | 28,004 | $6.4M | Reduce -1.9% |
| VMC Vulcan Materials Co. | 1.57% | 19,152 | $5.7M | Reduce -1.6% |
| BRKR Bruker Corp. | 1.55% | 92,502 | $5.6M | Reduce -30.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.46% | 7 | $5.2M | Reduce -12.5% |
| CVX Chevron Corp. | 1.42% | 30,799 | $5.1M | Reduce -1.2% |
| HZO Marinemax Inc. | 1.20% | 117,752 | $4.3M | Reduce -9.3% |
| PFE Pfizer Inc. | 1.17% | 174,686 | $4.2M | Reduce -8.5% |
| CNI Canadian Natl Railway Co. | 1.06% | 32,036 | $3.8M | Reduce -4.0% |
| SKYH SKY Harbour Group Corp. | 0.77% | 280,089 | $2.8M | Add +2.9% |
| LKQ LKQ Corp. | 0.70% | 96,247 | $2.5M | Reduce -12.1% |
| MCD McDonald's Corp. | 0.67% | 8,955 | $2.4M | No change |
| BAM Brookfield Asset Mgmt-A | 0.60% | 48,387 | $2.2M | Reduce -12.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 2,315 | $1.7M | Add +2.0% |
| COST Costco Wholesale Corp. | 0.33% | 1,260 | $1.2M | Reduce -1.6% |
| CWGL Crimson Wine Group Ltd. | 0.31% | 252,267 | $1.1M | Reduce -0.7% |
| KO The Coca-Cola Co. | 0.30% | 13,490 | $1.1M | Reduce -2.4% |
| PG The Procter & Gamble Co. | 0.26% | 6,488 | $951K | Reduce -2.7% |
| CSTM Constellium SE | 0.22% | 25,120 | $801K | Reduce -17.7% |
| DNOPY Dino Polska SA Unsp- ADR | 0.21% | 98,135 | $744K | Add +1.0% |
| AAPL Apple Inc. | 0.21% | 2,550 | $738K | Reduce -8.9% |
| COHR Coherent Corp. | 0.15% | 1,400 | $552K | No change |
| AZO AutoZone Inc. | 0.15% | 172 | $550K | No change |
| ABBV Abbvie Inc. | 0.12% | 1,758 | $442K | Reduce -0.6% |
| FINN First Natl of Nebraska Inc. | 0.11% | 21 | $394K | Reduce -19.2% |
| AMZN Amazon.com Inc. | 0.11% | 1,600 | $381K | No change |
| IVV iShares Core S&P 500 ETF | 0.10% | 500 | $374K | No change |
| NSRGY Nestle SA-Spons ADR | 0.10% | 3,630 | $374K | Reduce -44.8% |
| WMT Walmart Inc. | 0.10% | 3,150 | $357K | No change |
| CL Colgate-Palmolive Co. | 0.09% | 3,580 | $328K | Reduce -6.5% |
| D Dominion Energy Inc. | 0.09% | 4,730 | $323K | Reduce -8.9% |
| WPM Wheaton Precious Metals Corp. | 0.08% | 2,500 | $281K | No change |
| NEE Nextera Energy Inc. | 0.07% | 3,000 | $263K | No change |
| ABT Abbott Laboratories | 0.06% | 2,522 | $229K | Reduce -2.9% |
| CAT Caterpillar Inc. | 0.06% | 200 | $213K | New |
| CDNL Cardinal Resources Inc. | 0.00% | 100,000 | $0 | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $822K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| COSTAMARE INC (CMRE 8.5 PERP C) | PRD | 30,893 | $822K | No change |
Total filed on the 13F, all lines: $360.6M.
Portfolio Sells Q1 2026 → Q2 2026
| TPL Texas Pacific Land Corp. | Reduce -2.5% | 13.39% | −2.26 |
| MSM MSC Industrial Direct Co. Class A | Sold out | 0.00% | −1.10 |
| PSX Phillips 66 | Reduce -4.4% | 3.89% | −0.72 |
| HSY The Hershey Co. | Reduce -0.5% | 2.49% | −0.62 |
| ELV Elevance Health Inc. | Reduce -34.9% | 2.60% | −0.58 |
| CVX Chevron Corp. | Reduce -1.2% | 1.42% | −0.47 |
| PFE Pfizer Inc. | Reduce -8.5% | 1.17% | −0.40 |
| ABG Asbury Automotive Group | Reduce -14.1% | 1.87% | −0.35 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.6% | 6.13% | −0.27 |
| LKQ LKQ Corp. | Reduce -12.1% | 0.70% | −0.24 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -12.5% | 1.46% | −0.22 |
| MSFT Microsoft Corp. | Reduce -0.5% | 3.81% | −0.19 |
| DIS The Walt Disney Co. | Reduce -0.9% | 2.51% | −0.16 |
| BAM Brookfield Asset Mgmt-A | Reduce -12.3% | 0.60% | −0.11 |
| JNJ Johnson & Johnson | Reduce -1.5% | 3.07% | −0.08 |
| NSRGY Nestle SA-Spons ADR | Reduce -44.8% | 0.10% | −0.08 |
| STKL Sunopta Inc. | Sold out | 0.00% | −0.07 |
| NNI Nelnet Inc. Class A | Reduce -0.6% | 2.45% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -1.6% | 0.33% | −0.05 |
| AFL Aflac Inc. | Reduce -2.5% | 3.86% | −0.04 |
| CB Chubb Ltd. | Reduce -0.5% | 3.23% | −0.04 |
| CWGL Crimson Wine Group Ltd. | Reduce -0.7% | 0.31% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -2.7% | 0.26% | −0.02 |
| FINN First Natl of Nebraska Inc. | Reduce -19.2% | 0.11% | −0.02 |
| ABT Abbott Laboratories | Reduce -2.9% | 0.06% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -6.5% | 0.09% | −0.00 |
| D Dominion Energy Inc. | Reduce -8.9% | 0.09% | −0.00 |
| BN Brookfield Corp. | Reduce -0.3% | 1.80% | −0.00 |
| AAPL Apple Inc. | Reduce -8.9% | 0.21% | −0.00 |
| KO The Coca-Cola Co. | Reduce -2.4% | 0.30% | −0.00 |
| CSTM Constellium SE | Reduce -17.7% | 0.22% | +0.00 |
| AJG Arthur J Gallagher & Co. | Reduce -0.6% | 4.23% | +0.01 |
| ABBV Abbvie Inc. | Reduce -0.6% | 0.12% | +0.01 |
| LECO Lincoln Electric Holdings | Reduce -0.7% | 2.99% | +0.02 |
| VMC Vulcan Materials Co. | Reduce -1.6% | 1.57% | +0.02 |
| CNI Canadian Natl Railway Co. | Reduce -4.0% | 1.06% | +0.06 |
| CP Canadian Pacific Kansas City | Reduce -0.1% | 2.16% | +0.10 |
| CFR Cullen/Frost Bankers Inc. | Reduce -0.7% | 2.29% | +0.14 |
| BRKR Bruker Corp. | Reduce -30.3% | 1.55% | +0.15 |
| HZO Marinemax Inc. | Reduce -9.3% | 1.20% | +0.17 |
| CRL Charles River Laboratories | Reduce -1.9% | 1.77% | +0.33 |
| FITB Fifth Third Bancorp | Reduce -1.1% | 3.44% | +0.43 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 4.02% | +0.56 |
Portfolio Buys Q1 2026 → Q2 2026
| FRFHF Fairfax Financial Hldgs Ltd. | New | 3.01% | +3.01 |
| PEP Pepsico Inc. | Add +680.9% | 2.48% | +2.09 |
| TMO Thermo Fisher Scientific Inc. | Add +101.0% | 3.77% | +1.84 |
| CAT Caterpillar Inc. | New | 0.06% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.0% | 0.48% | +0.05 |
| SKYH SKY Harbour Group Corp. | Add +2.9% | 0.77% | −0.00 |
| DNOPY Dino Polska SA Unsp- ADR | Add +1.0% | 0.21% | −0.06 |
| HCA HCA Healthcare Inc. | Add +3.0% | 2.86% | −0.68 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 58 | $359.8M | TPL, BRK.B, AJG, GOOG, PSX |
| Q1 2026 | 58 | $342.3M | TPL, BRK.B, PSX, AJG, MSFT |
| Q4 2025 | 61 | $335.2M | TPL, BRK.B, AJG, MSFT, HCA |
| Q3 2025 | 98 | $546.7M | BRK.B, TPL, AZO, HCA, MSFT |
| Q2 2025 | 96 | $536.7M | TPL, BRK.B, MSFT, AJG, AZO |
| Q1 2025 | 88 | $541.0M | TPL, BRK.B, AJG, AZO, HCA |
| Q4 2024 | 90 | $530.2M | TPL, BRK.B, AJG, MSFT, GOOG |
| Q3 2024 | 87 | $548.0M | TPL, BRK.B, HCA, AJG, MSFT |
| Q2 2024 | 89 | $517.1M | TPL, BRK.B, MSFT, AJG, GOOG |
| Q1 2024 | 83 | $526.7M | TPL, BRK.B, AJG, MSFT, AZO |