Lawson Kroeker Investment Management Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Lawson Kroeker Investment Management Inc. reported 58 stock positions worth $342.3 million. Its top holding was Texas Pacific Land (TPL) at 15.7% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 6.4%) and Phillips 66 (PSX, 4.6%). Compared with Q4 2025, it sold out of 3, added to 11 and reduced 34. The biggest buy was Elevance Health (ELV, shares +84%) and the biggest sale an exit from Keysight Technologies (KEYS).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001013701
- Portfolio Value
- $342.3M (Q1 2026)
- SEC Filing
- 0001013701-26-000002 ↗ filed Apr 22, 2026
Holdings Value
Holdings 58 stocks · $342.3M
| TPL Texas Pacific Land Corp. | 15.65% | 112,895 | $53.6M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 6.41% | 45,772 | $21.9M | Add +1.9% |
| PSX Phillips 66 | 4.61% | 86,599 | $15.8M | Reduce -15.9% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 4.22% | 66,734 | $14.5M | Add +3.7% |
| MSFT Microsoft Corp. | 4.00% | 36,982 | $13.7M | Add +8.6% |
| AFL Aflac Inc. | 3.90% | 121,631 | $13.3M | Reduce -1.8% |
| HCA HCA Healthcare Inc. | 3.54% | 25,614 | $12.1M | Reduce -12.8% |
| GOOG Alphabet Inc. Class C | 3.46% | 41,297 | $11.8M | Add +2.1% |
| CB Chubb Ltd. | 3.26% | 34,242 | $11.2M | Reduce -0.5% |
| ELV Elevance Health Inc. | 3.18% | 37,179 | $10.9M | Add +84.0% |
| JNJ Johnson & Johnson | 3.15% | 44,171 | $10.8M | Reduce -1.6% |
| HSY The Hershey Co. | 3.11% | 51,214 | $10.6M | Reduce -0.7% |
| FITB Fifth Third Bancorp | 3.01% | 221,728 | $10.3M | Add +7.1% |
| LECO Lincoln Electric Holdings | 2.97% | 40,840 | $10.2M | Reduce -17.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.67% | 94,684 | $9.1M | Add +4.3% |
| NNI Nelnet Inc. Class A | 2.50% | 66,467 | $8.6M | Add +0.5% |
| ABG Asbury Automotive Group | 2.22% | 38,925 | $7.6M | Reduce -3.0% |
| CFR Cullen/Frost Bankers Inc. | 2.15% | 53,647 | $7.4M | Reduce -0.1% |
| CP Canadian Pacific Kansas City | 2.06% | 89,663 | $7.1M | Reduce -4.8% |
| TMO Thermo Fisher Scientific Inc. | 1.93% | 13,461 | $6.6M | Reduce -4.2% |
| CVX Chevron Corp. | 1.88% | 31,174 | $6.4M | Reduce -0.7% |
| BN Brookfield Corp. | 1.80% | 152,318 | $6.2M | Reduce -0.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.68% | 8 | $5.7M | No change |
| PFE Pfizer Inc. | 1.57% | 190,858 | $5.4M | Reduce -1.0% |
| VMC Vulcan Materials Co. | 1.55% | 19,462 | $5.3M | Reduce -1.6% |
| CRL Charles River Laboratories | 1.44% | 28,534 | $4.9M | Reduce -9.8% |
| BRKR Bruker Corp. | 1.40% | 132,668 | $4.8M | Add +0.9% |
| MSM MSC Industrial Direct Co. Class A | 1.10% | 40,761 | $3.8M | Reduce -7.6% |
| HZO Marinemax Inc. | 1.03% | 129,762 | $3.5M | Reduce -1.3% |
| CNI Canadian Natl Railway Co. | 1.00% | 33,384 | $3.4M | Reduce -2.3% |
| LKQ LKQ Corp. | 0.94% | 109,483 | $3.2M | Reduce -6.7% |
| MCD McDonald's Corp. | 0.81% | 8,955 | $2.8M | No change |
| SKYH SKY Harbour Group Corp. | 0.77% | 272,319 | $2.6M | Reduce -0.6% |
| BAM Brookfield Asset Mgmt-A | 0.72% | 55,196 | $2.5M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 2,270 | $1.5M | Add +0.2% |
| PEP Pepsico Inc. | 0.38% | 8,428 | $1.3M | Add +25.3% |
| COST Costco Wholesale Corp. | 0.37% | 1,281 | $1.3M | No change |
| CWGL Crimson Wine Group Ltd. | 0.33% | 253,937 | $1.1M | Reduce -5.1% |
| KO The Coca-Cola Co. | 0.31% | 13,825 | $1.1M | Reduce -3.0% |
| PG The Procter & Gamble Co. | 0.28% | 6,669 | $963K | Reduce -0.7% |
| DNOPY Dino Polska SA Unsp- ADR | 0.26% | 97,135 | $897K | No change |
| CSTM Constellium SE | 0.22% | 30,520 | $750K | Reduce -43.5% |
| AAPL Apple Inc. | 0.21% | 2,800 | $711K | No change |
| NSRGY Nestle SA-Spons ADR | 0.19% | 6,580 | $642K | Reduce -8.7% |
| AZO AutoZone Inc. | 0.17% | 172 | $581K | No change |
| FINN First Natl of Nebraska Inc. | 0.13% | 26 | $429K | Reduce -13.3% |
| WMT Walmart Inc. | 0.11% | 3,150 | $391K | No change |
| ABBV Abbvie Inc. | 0.11% | 1,768 | $385K | No change |
| COHR Coherent Corp. | 0.10% | 1,400 | $333K | Reduce -22.2% |
| AMZN Amazon.com Inc. | 0.10% | 1,600 | $333K | Reduce -11.1% |
| WPM Wheaton Precious Metals Corp. | 0.10% | 2,500 | $328K | No change |
| IVV iShares Core S&P 500 ETF | 0.10% | 500 | $327K | Reduce -14.1% |
| CL Colgate-Palmolive Co. | 0.10% | 3,830 | $326K | No change |
| D Dominion Energy Inc. | 0.09% | 5,190 | $321K | Reduce -7.2% |
| NEE Nextera Energy Inc. | 0.08% | 3,000 | $279K | No change |
| ABT Abbott Laboratories | 0.08% | 2,597 | $267K | No change |
| STKL Sunopta Inc. | 0.07% | 37,500 | $243K | Reduce -34.8% |
| 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: $343.1M.
Portfolio Sells Q4 2025 → Q1 2026
| KEYS Keysight Technologies Inc. | Sold out | 0.00% | −1.26 |
| CIVI Civitas Resources Inc. | Sold out | 0.00% | −0.80 |
| ABG Asbury Automotive Group | Reduce -3.0% | 2.22% | −0.56 |
| HCA HCA Healthcare Inc. | Reduce -12.8% | 3.54% | −0.55 |
| LECO Lincoln Electric Holdings | Reduce -17.0% | 2.97% | −0.55 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.2% | 1.93% | −0.50 |
| CRL Charles River Laboratories | Reduce -9.8% | 1.44% | −0.44 |
| BN Brookfield Corp. | Reduce -0.4% | 1.80% | −0.29 |
| AFL Aflac Inc. | Reduce -1.8% | 3.90% | −0.18 |
| BAM Brookfield Asset Mgmt-A | Reduce -0.7% | 0.72% | −0.15 |
| VMC Vulcan Materials Co. | Reduce -1.6% | 1.55% | −0.13 |
| LKQ LKQ Corp. | Reduce -6.7% | 0.94% | −0.12 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.09 |
| CSTM Constellium SE | Reduce -43.5% | 0.22% | −0.08 |
| CWGL Crimson Wine Group Ltd. | Reduce -5.1% | 0.33% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -11.1% | 0.10% | −0.03 |
| NSRGY Nestle SA-Spons ADR | Reduce -8.7% | 0.19% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -14.1% | 0.10% | −0.02 |
| FINN First Natl of Nebraska Inc. | Reduce -13.3% | 0.13% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -4.8% | 2.06% | −0.01 |
| MSM MSC Industrial Direct Co. Class A | Reduce -7.6% | 1.10% | −0.01 |
| CNI Canadian Natl Railway Co. | Reduce -2.3% | 1.00% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 0.28% | −0.01 |
| D Dominion Energy Inc. | Reduce -7.2% | 0.09% | −0.00 |
| COHR Coherent Corp. | Reduce -22.2% | 0.10% | −0.00 |
| STKL Sunopta Inc. | Reduce -34.8% | 0.07% | +0.01 |
| KO The Coca-Cola Co. | Reduce -3.0% | 0.31% | +0.01 |
| SKYH SKY Harbour Group Corp. | Reduce -0.6% | 0.77% | +0.03 |
| CB Chubb Ltd. | Reduce -0.5% | 3.26% | +0.06 |
| HZO Marinemax Inc. | Reduce -1.3% | 1.03% | +0.08 |
| CFR Cullen/Frost Bankers Inc. | Reduce -0.1% | 2.15% | +0.12 |
| PFE Pfizer Inc. | Reduce -1.0% | 1.57% | +0.13 |
| HSY The Hershey Co. | Reduce -0.7% | 3.11% | +0.31 |
| JNJ Johnson & Johnson | Reduce -1.6% | 3.15% | +0.38 |
| CVX Chevron Corp. | Reduce -0.7% | 1.88% | +0.46 |
| PSX Phillips 66 | Reduce -15.9% | 4.61% | +0.65 |
| TPL Texas Pacific Land Corp. | Reduce -1.2% | 15.65% | +5.87 |
Portfolio Buys Q4 2025 → Q1 2026
| ELV Elevance Health Inc. | Add +84.0% | 3.18% | +1.07 |
| FITB Fifth Third Bancorp | Add +7.1% | 3.01% | +0.12 |
| PEP Pepsico Inc. | Add +25.3% | 0.38% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.43% | −0.03 |
| NNI Nelnet Inc. Class A | Add +0.5% | 2.50% | −0.12 |
| GOOG Alphabet Inc. Class C | Add +2.1% | 3.46% | −0.32 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.9% | 6.41% | −0.32 |
| DIS The Walt Disney Co. | Add +4.3% | 2.67% | −0.42 |
| BRKR Bruker Corp. | Add +0.9% | 1.40% | −0.45 |
| AJG Arthur J Gallagher & Co. | Add +3.7% | 4.22% | −0.74 |
| MSFT Microsoft Corp. | Add +8.6% | 4.00% | −0.91 |
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 |