Lawson Kroeker Investment Management Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), Lawson Kroeker Investment Management Inc. reported 98 stock positions worth $546.7 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 6.9% of the portfolio, followed by Texas Pacific Land (TPL, 6.8%) and AutoZone (AZO, 4.3%). Compared with Q2 2025, it opened 4 new positions, sold out of 2, added to 13 and reduced 55. The biggest buy was a new position in Chubb (CB) and the biggest sale an exit from Enovis (ENOV).

Most Recent 13F
Q2 2026
Location
OMAHA, NE
CIK
0001013701
Portfolio Value
$546.7M (Q3 2025)
SEC Filing
0001013701-25-000005 ↗ filed Oct 20, 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 Q2 2025 Q3 2025: $546.7M $546.7M Q3 2025 Q4 2025: $335.2M Q4 2025 Q1 2026: $342.3M Q1 2026 Q2 2026: $359.8M Q2 2026

Holdings 98 stocks · $546.7M
BRK.B Berkshire Hathaway Inc. Class B 6.94% 75,506 $38.0M Add +2.4%
TPL Texas Pacific Land Corp. 6.79% 39,742 $37.1M Reduce -2.2%
AZO AutoZone Inc. 4.31% 5,496 $23.6M Add +0.2%
HCA HCA Healthcare Inc. 4.06% 52,063 $22.2M Reduce -0.8%
MSFT Microsoft Corp. 3.95% 41,644 $21.6M Reduce -3.8%
PSX Phillips 66 3.72% 149,616 $20.4M Reduce -0.6%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 3.58% 63,168 $19.6M Reduce -4.7%
GOOG Alphabet Inc. Class C 3.24% 72,674 $17.7M Reduce -26.2%
AFL Aflac Inc. 2.62% 128,105 $14.3M Reduce -1.0%
ELV Elevance Health Inc. 2.56% 43,258 $14.0M Add +25.0%
FITB Fifth Third Bancorp 2.52% 308,900 $13.8M Reduce -2.2%
CB Chubb Ltd. 2.50% 48,521 $13.7M New
BRK.A Berkshire Hathaway Inc. Class A 2.48% 18 $13.6M Reduce -10.0%
NNI Nelnet Inc. Class A 2.31% 100,918 $12.7M Reduce -0.1%
CPRT Copart Inc. 2.23% 271,220 $12.2M Reduce -0.2%
LECO Lincoln Electric Holdings 2.19% 50,661 $11.9M Reduce -4.0%
ABG Asbury Automotive Group 2.11% 47,217 $11.5M Reduce -0.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.98% 94,601 $10.8M Reduce -2.9%
HSY The Hershey Co. 1.89% 55,189 $10.3M Reduce -0.4%
JNJ Johnson & Johnson 1.63% 47,995 $8.9M Reduce -6.6%
BN Brookfield Corp. 1.49% 118,422 $8.1M Reduce -32.8%
CRL Charles River Laboratories 1.43% 49,915 $7.8M Reduce -1.1%
TMO Thermo Fisher Scientific Inc. 1.40% 15,782 $7.7M Add +1.0%
CP Canadian Pacific Kansas City 1.33% 97,467 $7.3M Add +0.5%
MSM MSC Industrial Direct Co. Class A 1.28% 76,047 $7.0M Reduce -0.1%
DNOPY Dino Polska SA Unsp- ADR 1.27% 578,615 $6.9M Add +397.3%
BRKR Bruker Corp. 1.26% 212,085 $6.9M Reduce -2.6%
CFR Cullen/Frost Bankers Inc. 1.25% 53,959 $6.8M Reduce -0.0%
GOOGL Alphabet Inc. Class A 1.20% 26,954 $6.6M Reduce -13.5%
KO The Coca-Cola Co. 1.18% 97,169 $6.4M Reduce -0.1%
VMC Vulcan Materials Co. 1.17% 20,779 $6.4M Reduce -1.3%
BOC Boston Omaha Corp. Class A 1.15% 479,208 $6.3M Reduce -0.4%
FINN First Natl of Nebraska Inc. 1.07% 418 $5.9M Reduce -1.6%
CVX Chevron Corp. 0.94% 33,120 $5.1M Reduce -0.8%
PFE Pfizer Inc. 0.94% 201,666 $5.1M Reduce -2.9%
ROST Ross Stores Inc. 0.89% 32,085 $4.9M No change
SKYH SKY Harbour Group Corp. 0.85% 473,417 $4.7M Add +4.2%
AAPL Apple Inc. 0.84% 18,042 $4.6M Reduce -0.7%
CIVI Civitas Resources Inc. 0.81% 136,811 $4.4M Reduce -3.1%
ACN Accenture PLC Class A 0.76% 16,880 $4.2M Reduce -0.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.76% 28,686 $4.1M Reduce -0.4%
LKQ LKQ Corp. 0.74% 132,334 $4.0M Reduce -2.7%
KEYS Keysight Technologies Inc. 0.68% 21,361 $3.7M Add +0.5%
HZO Marinemax Inc. 0.63% 135,598 $3.4M Reduce -1.9%
BAM Brookfield Asset Mgmt-A 0.62% 59,870 $3.4M Reduce -6.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.62% 5,083 $3.4M No change
Valmont Industries Inc 0.60% 8,529 $3.3M No change
CNI Canadian Natl Railway Co. 0.59% 34,118 $3.2M Reduce -0.7%
DFH Dream Finders Homes Inc. Class A 0.59% 123,489 $3.2M Reduce -9.5%
WAT Waters Corp. 0.58% 10,571 $3.2M Reduce -0.4%
FWONA Liberty Media Corp.-Liberty-A 0.57% 32,740 $3.1M Reduce -0.6%
MCD McDonald's Corp. 0.52% 9,272 $2.8M Reduce -4.1%
PEP Pepsico Inc. 0.46% 17,810 $2.5M Add +1.5%
WFC Wells Fargo & Co. 0.45% 29,395 $2.5M Reduce -0.2%
USB US Bancorp 0.41% 45,836 $2.2M Reduce -0.6%
MKL Markel Group Inc. 0.37% 1,052 $2.0M Reduce -0.1%
AXP American Express Co. 0.32% 5,338 $1.8M No change
ESAB Esab Corp. 0.28% 13,674 $1.5M Reduce -0.7%
CWGL Crimson Wine Group Ltd. 0.26% 279,273 $1.4M Reduce -1.9%
UNH Unitedhealth Group Inc. 0.25% 4,031 $1.4M Reduce -1.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.25% 26,006 $1.3M Add +0.4%
COST Costco Wholesale Corp. 0.22% 1,281 $1.2M Add +8.6%
ABBV Abbvie Inc. 0.20% 4,750 $1.1M Reduce -15.9%
PG The Procter & Gamble Co. 0.20% 7,105 $1.1M No change
SCHX Schwab US Large-Cap ETF 0.20% 41,328 $1.1M No change
MCO Moody's Corp. 0.18% 2,070 $986K No change
CSTM Constellium SE 0.17% 63,020 $938K Reduce -14.7%
HD Home Depot Inc. 0.17% 2,289 $927K No change
AMGN Amgen Inc. 0.14% 2,723 $768K No change
ABT Abbott Laboratories 0.13% 5,210 $698K Reduce -16.1%
NSRGY Nestle SA-Spons ADR 0.12% 7,305 $671K Reduce -3.3%
AMZN Amazon.com Inc. 0.11% 2,663 $585K No change
VCSH Vanguard S/T Corp. Bond ETF 0.10% 7,018 $561K Reduce -4.3%
CVS CVS Health Corp. 0.10% 7,224 $545K No change
D Dominion Energy Inc. 0.09% 7,967 $487K Reduce -11.6%
WMT Walmart Inc. 0.09% 4,642 $478K No change
IVV iShares Core S&P 500 ETF 0.07% 612 $410K No change
CL Colgate-Palmolive Co. 0.07% 4,843 $387K No change
SCHM Schwab US Mid Cap ETF 0.07% 12,625 $374K Add +0.4%
SHEL Shell PLC-ADR 0.07% 5,039 $360K Reduce -4.5%
ADP Automatic Data Processing 0.06% 1,198 $352K No change
STKL Sunopta Inc. 0.06% 57,500 $337K No change
iShares Gold ETF 0.06% 4,619 $336K No change
SCHF Schwab Intl Equity ETF 0.06% 13,945 $325K No change
DEO Diageo PLC-Sponsored ADR 0.06% 3,381 $323K Reduce -1.5%
NVS Novartis AG-Sponsored ADR 0.06% 2,402 $308K No change
WPM Wheaton Precious Metals Corp. 0.05% 2,500 $280K No change
JPM JPMorgan Chase & Co. 0.05% 842 $266K Reduce -19.2%
UNP Union Pacific Corp. 0.05% 1,119 $264K New
SCHZ Schwab US Aggregate Bond ETF 0.05% 10,731 $252K Add +1.0%
DOX Amdocs Ltd. 0.05% 3,015 $247K No change
DUK Duke Energy Corp. 0.05% 1,991 $246K No change
JCI Johnson Controls Internation 0.04% 2,101 $231K No change
NEE Nextera Energy Inc. 0.04% 3,000 $226K No change
XOM Exxon Mobil Corp. 0.04% 2,000 $226K No change
COHR Coherent Corp. 0.04% 2,000 $215K New
MG Mistras Group Inc. 0.04% 21,362 $210K No change
CDNL Cardinal Resources Inc. 0.00% 100,000 $0 New
Other holdings (1): bonds, preferreds, convertibles and warrants · $857K (not counted above)
SecurityClassShares / PrincipalValueChange
COSTAMARE INC (CMRE 8.5 PERP C) PRD 32,359$857KNo change

Total filed on the 13F, all lines: $547.6M.

Portfolio Sells Q2 2025 → Q3 2025
ENOV Enovis Corp. Sold out 0.00% −1.33
TPL Texas Pacific Land Corp. Reduce -2.2% 6.79% −1.21
BN Brookfield Corp. Reduce -32.8% 1.49% −0.54
BRKR Bruker Corp. Reduce -2.6% 1.26% −0.41
AJG Arthur J Gallagher & Co. Reduce -4.7% 3.58% −0.38
DIS The Walt Disney Co. Reduce -2.9% 1.98% −0.27
CPRT Copart Inc. Reduce -0.2% 2.23% −0.25
BRK.A Berkshire Hathaway Inc. Class A Reduce -10.0% 2.48% −0.23
LKQ LKQ Corp. Reduce -2.7% 0.74% −0.20
ACN Accenture PLC Class A Reduce -0.6% 0.76% −0.18
BOC Boston Omaha Corp. Class A Reduce -0.4% 1.15% −0.11
WAT Waters Corp. Reduce -0.4% 0.58% −0.11
KO The Coca-Cola Co. Reduce -0.1% 1.18% −0.10
CNI Canadian Natl Railway Co. Reduce -0.7% 0.59% −0.08
MSFT Microsoft Corp. Reduce -3.8% 3.95% −0.06
DFH Dream Finders Homes Inc. Class A Reduce -9.5% 0.59% −0.05
KMX Carmax Inc. Sold out 0.00% −0.04
CFR Cullen/Frost Bankers Inc. Reduce -0.0% 1.25% −0.04
BAM Brookfield Asset Mgmt-A Reduce -6.2% 0.62% −0.03
ESAB Esab Corp. Reduce -0.7% 0.28% −0.03
ABT Abbott Laboratories Reduce -16.1% 0.13% −0.03
CWGL Crimson Wine Group Ltd. Reduce -1.9% 0.26% −0.03
MKL Markel Group Inc. Reduce -0.1% 0.37% −0.02
HZO Marinemax Inc. Reduce -1.9% 0.63% −0.02
NSRGY Nestle SA-Spons ADR Reduce -3.3% 0.12% −0.02
GOOG Alphabet Inc. Class C Reduce -26.2% 3.24% −0.02
FWONA Liberty Media Corp.-Liberty-A Reduce -0.6% 0.57% −0.01
CSTM Constellium SE Reduce -14.7% 0.17% −0.01
MCD McDonald's Corp. Reduce -4.1% 0.52% −0.01
JPM JPMorgan Chase & Co. Reduce -19.2% 0.05% −0.01
VCSH Vanguard S/T Corp. Bond ETF Reduce -4.3% 0.10% −0.01
D Dominion Energy Inc. Reduce -11.6% 0.09% −0.01
DEO Diageo PLC-Sponsored ADR Reduce -1.5% 0.06% −0.01
SHEL Shell PLC-ADR Reduce -4.5% 0.07% −0.00
CRL Charles River Laboratories Reduce -1.1% 1.43% +0.00
PFE Pfizer Inc. Reduce -2.9% 0.94% +0.00
ABG Asbury Automotive Group Reduce -0.3% 2.11% +0.01
ABBV Abbvie Inc. Reduce -15.9% 0.20% +0.01
WFC Wells Fargo & Co. Reduce -0.2% 0.45% +0.01
USB US Bancorp Reduce -0.6% 0.41% +0.02
UNH Unitedhealth Group Inc. Reduce -1.2% 0.25% +0.02
FINN First Natl of Nebraska Inc. Reduce -1.6% 1.07% +0.02
NNI Nelnet Inc. Class A Reduce -0.1% 2.31% +0.03
CVX Chevron Corp. Reduce -0.8% 0.94% +0.05
AFL Aflac Inc. Reduce -1.0% 2.62% +0.07
MSM MSC Industrial Direct Co. Class A Reduce -0.1% 1.28% +0.08
CIVI Civitas Resources Inc. Reduce -3.1% 0.81% +0.09
TJX TJX Companies Inc. Reduce -0.4% 0.76% +0.10
FITB Fifth Third Bancorp Reduce -2.2% 2.52% +0.10
AAPL Apple Inc. Reduce -0.7% 0.84% +0.15

Portfolio Buys Q2 2025 → Q3 2025
CB Chubb Ltd. New 2.50% +2.50
AZO AutoZone Inc. Add +0.2% 4.31% +0.52
BRK.B Berkshire Hathaway Inc. Class B Add +2.4% 6.94% +0.27
TMO Thermo Fisher Scientific Inc. Add +1.0% 1.40% +0.22
ELV Elevance Health Inc. Add +25.0% 2.56% +0.05
UNP Union Pacific Corp. New 0.05% +0.05
COHR Coherent Corp. New 0.04% +0.04
KEYS Keysight Technologies Inc. Add +0.5% 0.68% +0.03
SKYH SKY Harbour Group Corp. Add +4.2% 0.85% +0.03
PEP Pepsico Inc. Add +1.5% 0.46% +0.03
BAC Bank of America Corp. Add +0.4% 0.25% +0.02
SCHM Schwab US Mid Cap ETF Add +0.4% 0.07% +0.00
SCHZ Schwab US Aggregate Bond ETF Add +1.0% 0.05% +0.00
CDNL Cardinal Resources Inc. New 0.00% 0.00
COST Costco Wholesale Corp. Add +8.6% 0.22% −0.00
CP Canadian Pacific Kansas City Add +0.5% 1.33% −0.10
DNOPY Dino Polska SA Unsp- ADR Add +397.3% 1.27% −0.30

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