Lawson Kroeker Investment Management Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Lawson Kroeker Investment Management Inc. reported 96 stock positions worth $536.7 million. Its top holding was Texas Pacific Land (TPL) at 8.0% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 6.7%) and Microsoft (MSFT, 4.0%). Compared with Q1 2025, it opened 8 new positions, added to 29 and reduced 29. The biggest buy was Walt Disney (DIS, shares +0%) and the biggest sale Texas Pacific Land (TPL, shares −0%).

Most Recent 13F
Q2 2026
Location
OMAHA, NE
CIK
0001013701
Portfolio Value
$536.7M (Q2 2025)
SEC Filing
0001013701-25-000004 ↗ filed Jul 25, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $526.7M Q1 2024 Q2 2024: $517.1M Q2 2024 Q3 2024: $548.0M Q3 2024 Q4 2024: $530.2M Q4 2024 Q1 2025: $541.0M Q1 2025 Q2 2025: $536.7M $536.7M Q2 2025 Q3 2025: $546.7M Q3 2025 Q4 2025: $335.2M Q4 2025 Q1 2026: $342.3M Q1 2026 Q2 2026: $359.8M Q2 2026

Holdings 96 stocks · $536.7M
TPL Texas Pacific Land Corp. 8.00% 40,647 $42.9M Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B 6.67% 73,726 $35.8M Reduce -1.1%
MSFT Microsoft Corp. 4.01% 43,271 $21.5M Reduce -2.3%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 3.95% 66,293 $21.2M Reduce -2.9%
AZO AutoZone Inc. 3.79% 5,485 $20.4M Add +1.9%
HCA HCA Healthcare Inc. 3.74% 52,465 $20.1M Reduce -0.4%
PSX Phillips 66 3.35% 150,520 $18.0M Add +5.5%
GOOG Alphabet Inc. Class C 3.25% 98,456 $17.5M Add +1.3%
BRK.A Berkshire Hathaway Inc. Class A 2.72% 20 $14.6M No change
AFL Aflac Inc. 2.54% 129,405 $13.6M Add +0.2%
ELV Elevance Health Inc. 2.51% 34,606 $13.5M Add +2.4%
CPRT Copart Inc. 2.49% 271,837 $13.3M Add +0.9%
FITB Fifth Third Bancorp 2.42% 315,837 $13.0M Add +1.2%
NNI Nelnet Inc. Class A 2.28% 101,016 $12.2M Reduce -0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.25% 97,446 $12.1M Add +0.2%
ABG Asbury Automotive Group 2.11% 47,385 $11.3M Add +0.0%
LECO Lincoln Electric Holdings 2.04% 52,773 $10.9M Reduce -0.2%
BN Brookfield Corp. 2.03% 176,144 $10.9M Reduce -3.2%
HSY The Hershey Co. 1.71% 55,400 $9.2M Add +0.3%
BRKR Bruker Corp. 1.67% 217,648 $9.0M Add +4.5%
DNOPY Dino Polska SA Unsp- ADR 1.57% 116,349 $8.4M Add +1.2%
JNJ Johnson & Johnson 1.46% 51,385 $7.8M Reduce -1.6%
CP Canadian Pacific Kansas City 1.43% 96,998 $7.7M Reduce -1.5%
CRL Charles River Laboratories 1.43% 50,473 $7.7M Reduce -9.9%
ENOV Enovis Corp. 1.33% 227,235 $7.1M Add +6.3%
CFR Cullen/Frost Bankers Inc. 1.29% 53,970 $6.9M Add +0.8%
KO The Coca-Cola Co. 1.28% 97,238 $6.9M Reduce -9.4%
BOC Boston Omaha Corp. Class A 1.26% 481,345 $6.8M Add +1.2%
MSM MSC Industrial Direct Co. Class A 1.21% 76,094 $6.5M Add +0.2%
TMO Thermo Fisher Scientific Inc. 1.18% 15,626 $6.3M Add +0.8%
FINN First Natl of Nebraska Inc. 1.05% 425 $5.6M Add +2.4%
GOOGL Alphabet Inc. Class A 1.02% 31,168 $5.5M No change
VMC Vulcan Materials Co. 1.02% 21,044 $5.5M No change
ACN Accenture PLC Class A 0.95% 16,983 $5.1M Add +0.7%
PFE Pfizer Inc. 0.94% 207,651 $5.0M Reduce -1.1%
LKQ LKQ Corp. 0.94% 135,966 $5.0M Reduce -0.9%
CVX Chevron Corp. 0.89% 33,370 $4.8M Reduce -0.2%
SKYH SKY Harbour Group Corp. 0.83% 454,300 $4.4M Add +3.8%
ROST Ross Stores Inc. 0.76% 32,085 $4.1M Add +1.6%
CIVI Civitas Resources Inc. 0.72% 141,235 $3.9M Reduce -0.3%
AAPL Apple Inc. 0.69% 18,172 $3.7M No change
WAT Waters Corp. 0.69% 10,616 $3.7M Add +1.1%
CNI Canadian Natl Railway Co. 0.67% 34,343 $3.6M Reduce -1.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.66% 28,790 $3.6M Add +4.3%
BAM Brookfield Asset Mgmt-A 0.66% 63,849 $3.5M Reduce -1.1%
KEYS Keysight Technologies Inc. 0.65% 21,246 $3.5M Reduce -0.4%
HZO Marinemax Inc. 0.65% 138,168 $3.5M Add +6.0%
DFH Dream Finders Homes Inc. Class A 0.64% 136,519 $3.4M Add +1.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.59% 5,083 $3.1M No change
FWONA Liberty Media Corp.-Liberty-A 0.58% 32,930 $3.1M No change
MCD McDonald's Corp. 0.53% 9,672 $2.8M No change
Valmont Industries Inc 0.52% 8,529 $2.8M No change
WFC Wells Fargo & Co. 0.44% 29,445 $2.4M Add +6.4%
PEP Pepsico Inc. 0.43% 17,547 $2.3M Add +5.4%
MKL Markel Group Inc. 0.39% 1,053 $2.1M Reduce -0.7%
USB US Bancorp 0.39% 46,109 $2.1M Add +0.5%
AXP American Express Co. 0.32% 5,338 $1.7M No change
ESAB Esab Corp. 0.31% 13,768 $1.7M Add +4.7%
CWGL Crimson Wine Group Ltd. 0.29% 284,723 $1.6M No change
UNH Unitedhealth Group Inc. 0.24% 4,081 $1.3M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.23% 25,904 $1.2M No change
COST Costco Wholesale Corp. 0.22% 1,180 $1.2M No change
PG The Procter & Gamble Co. 0.21% 7,105 $1.1M Reduce -2.3%
ABBV Abbvie Inc. 0.20% 5,650 $1.0M No change
MCO Moody's Corp. 0.19% 2,070 $1.0M No change
SCHX Schwab US Large-Cap ETF 0.19% 41,328 $1.0M New
CSTM Constellium SE 0.18% 73,870 $982K Reduce -2.6%
ABT Abbott Laboratories 0.16% 6,210 $845K No change
HD Home Depot Inc. 0.16% 2,289 $839K No change
AMGN Amgen Inc. 0.14% 2,723 $760K Reduce -6.9%
NSRGY Nestle SA-Spons ADR 0.14% 7,555 $748K Reduce -1.3%
AMZN Amazon.com Inc. 0.11% 2,663 $584K No change
VCSH Vanguard S/T Corp. Bond ETF 0.11% 7,333 $583K New
D Dominion Energy Inc. 0.09% 9,007 $509K No change
CVS CVS Health Corp. 0.09% 7,224 $498K Reduce -18.4%
WMT Walmart Inc. 0.08% 4,642 $454K Reduce -10.1%
CL Colgate-Palmolive Co. 0.08% 4,843 $440K Reduce -2.0%
IVV iShares Core S&P 500 ETF 0.07% 612 $380K No change
SHEL Shell PLC-ADR 0.07% 5,279 $372K Reduce -2.0%
ADP Automatic Data Processing 0.07% 1,198 $369K No change
SCHM Schwab US Mid Cap ETF 0.07% 12,572 $353K New
DEO Diageo PLC-Sponsored ADR 0.06% 3,432 $346K No change
STKL Sunopta Inc. 0.06% 57,500 $334K No change
SCHF Schwab Intl Equity ETF 0.06% 13,945 $308K New
JPM JPMorgan Chase & Co. 0.06% 1,042 $302K No change
NVS Novartis AG-Sponsored ADR 0.05% 2,402 $291K No change
iShares Gold ETF 0.05% 4,619 $288K New
DOX Amdocs Ltd. 0.05% 3,015 $275K No change
SCHZ Schwab US Aggregate Bond ETF 0.05% 10,623 $247K New
DUK Duke Energy Corp. 0.04% 1,991 $235K No change
KMX Carmax Inc. 0.04% 3,429 $230K No change
WPM Wheaton Precious Metals Corp. 0.04% 2,500 $225K New
JCI Johnson Controls Internation 0.04% 2,101 $222K New
XOM Exxon Mobil Corp. 0.04% 2,000 $216K Reduce -20.0%
NEE Nextera Energy Inc. 0.04% 3,000 $208K No change
MG Mistras Group Inc. 0.03% 21,362 $171K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $854K (not counted above)
SecurityClassShares / PrincipalValueChange
COSTAMARE INC (CMRE 8.5 PERP C) PRD 32,359$854KNo change

Total filed on the 13F, all lines: $537.6M.

Portfolio Sells Q1 2025 → Q2 2025
TPL Texas Pacific Land Corp. Reduce -0.3% 8.00% −1.99
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.1% 6.67% −0.67
AJG Arthur J Gallagher & Co. Reduce -2.9% 3.95% −0.40
CIVI Civitas Resources Inc. Reduce -0.3% 0.72% −0.19
CVX Chevron Corp. Reduce -0.2% 0.89% −0.14
LKQ LKQ Corp. Reduce -0.9% 0.94% −0.14
KO The Coca-Cola Co. Reduce -9.4% 1.28% −0.14
JNJ Johnson & Johnson Reduce -1.6% 1.46% −0.14
CRL Charles River Laboratories Reduce -9.9% 1.43% −0.13
PFE Pfizer Inc. Reduce -1.1% 0.94% −0.05
AMGN Amgen Inc. Reduce -6.9% 0.14% −0.03
PG The Procter & Gamble Co. Reduce -2.3% 0.21% −0.02
CVS CVS Health Corp. Reduce -18.4% 0.09% −0.02
XOM Exxon Mobil Corp. Reduce -20.0% 0.04% −0.01
SHEL Shell PLC-ADR Reduce -2.0% 0.07% −0.00
CL Colgate-Palmolive Co. Reduce -2.0% 0.08% −0.00
NSRGY Nestle SA-Spons ADR Reduce -1.3% 0.14% −0.00
WMT Walmart Inc. Reduce -10.1% 0.08% +0.00
MKL Markel Group Inc. Reduce -0.7% 0.39% +0.03
CNI Canadian Natl Railway Co. Reduce -1.0% 0.67% +0.04
CSTM Constellium SE Reduce -2.6% 0.18% +0.04
KEYS Keysight Technologies Inc. Reduce -0.4% 0.65% +0.06
BAM Brookfield Asset Mgmt-A Reduce -1.1% 0.66% +0.08
CP Canadian Pacific Kansas City Reduce -1.5% 1.43% +0.15
LECO Lincoln Electric Holdings Reduce -0.2% 2.04% +0.19
NNI Nelnet Inc. Class A Reduce -0.1% 2.28% +0.21
BN Brookfield Corp. Reduce -3.2% 2.03% +0.27
HCA HCA Healthcare Inc. Reduce -0.4% 3.74% +0.38
MSFT Microsoft Corp. Reduce -2.3% 4.01% +0.94

Portfolio Buys Q1 2025 → Q2 2025
DIS The Walt Disney Co. Add +0.2% 2.25% +0.48
GOOG Alphabet Inc. Class C Add +1.3% 3.25% +0.45
DNOPY Dino Polska SA Unsp- ADR Add +1.2% 1.57% +0.34
SCHX Schwab US Large-Cap ETF New 0.19% +0.19
ABG Asbury Automotive Group Add +0.0% 2.11% +0.17
FITB Fifth Third Bancorp Add +1.2% 2.42% +0.16
HZO Marinemax Inc. Add +6.0% 0.65% +0.13
FINN First Natl of Nebraska Inc. Add +2.4% 1.05% +0.13
MSM MSC Industrial Direct Co. Class A Add +0.2% 1.21% +0.11
VCSH Vanguard S/T Corp. Bond ETF New 0.11% +0.11
PSX Phillips 66 Add +5.5% 3.35% +0.09
DFH Dream Finders Homes Inc. Class A Add +1.6% 0.64% +0.08
WFC Wells Fargo & Co. Add +6.4% 0.44% +0.07
SCHM Schwab US Mid Cap ETF New 0.07% +0.07
BRKR Bruker Corp. Add +4.5% 1.67% +0.06
SCHF Schwab Intl Equity ETF New 0.06% +0.06
CFR Cullen/Frost Bankers Inc. Add +0.8% 1.29% +0.05
iShares Gold ETF New 0.05% +0.05
SCHZ Schwab US Aggregate Bond ETF New 0.05% +0.05
WPM Wheaton Precious Metals Corp. New 0.04% +0.04
JCI Johnson Controls Internation New 0.04% +0.04
TJX TJX Companies Inc. Add +4.3% 0.66% +0.04
USB US Bancorp Add +0.5% 0.39% +0.03
ESAB Esab Corp. Add +4.7% 0.31% +0.03
ROST Ross Stores Inc. Add +1.6% 0.76% +0.02
AZO AutoZone Inc. Add +1.9% 3.79% +0.00
BOC Boston Omaha Corp. Class A Add +1.2% 1.26% −0.02
WAT Waters Corp. Add +1.1% 0.69% −0.03
ACN Accenture PLC Class A Add +0.7% 0.95% −0.03
PEP Pepsico Inc. Add +5.4% 0.43% −0.03
HSY The Hershey Co. Add +0.3% 1.71% −0.03
AFL Aflac Inc. Add +0.2% 2.54% −0.11
ENOV Enovis Corp. Add +6.3% 1.33% −0.18
ELV Elevance Health Inc. Add +2.4% 2.51% −0.21
SKYH SKY Harbour Group Corp. Add +3.8% 0.83% −0.23
TMO Thermo Fisher Scientific Inc. Add +0.8% 1.18% −0.25
CPRT Copart Inc. Add +0.9% 2.49% −0.33

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 58$359.8MTPL, BRK.B, AJG, GOOG, PSX
Q1 2026 58$342.3MTPL, BRK.B, PSX, AJG, MSFT
Q4 2025 61$335.2MTPL, BRK.B, AJG, MSFT, HCA
Q3 2025 98$546.7MBRK.B, TPL, AZO, HCA, MSFT
Q2 2025 96$536.7MTPL, BRK.B, MSFT, AJG, AZO
Q1 2025 88$541.0MTPL, BRK.B, AJG, AZO, HCA
Q4 2024 90$530.2MTPL, BRK.B, AJG, MSFT, GOOG
Q3 2024 87$548.0MTPL, BRK.B, HCA, AJG, MSFT
Q2 2024 89$517.1MTPL, BRK.B, MSFT, AJG, GOOG
Q1 2024 83$526.7MTPL, BRK.B, AJG, MSFT, AZO