LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
Sector Allocation
- Financials36.4%$131.1M
- Healthcare18.9%$68.2M
- Technology9.4%$33.9M
- Energy6.9%$24.7M
- Industrials6.2%$22.5M
- Consumer Staples5.9%$21.2M
- Other4.7%$17.1M
- Consumer Discretionary4.7%$16.8M
- Communication Services2.7%$9.8M
- Real Estate2.5%$9.0M
AUM History
13fpro.ai/research/fund/lawson-kroeker-investment-management-inc-ne-1013701
Conviction and streaks
Stable · top 10 = 49.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
TPL
$36.0MBRK.B
$21.6MMSFT
$18.8MPSX
$18.6MTMO
$17.9MAJG
$15.2MGOOG
$13.8MAFL
$13.7MLECO
$11.6MHCA
$11.3MJNJ
$11.1MCB
$10.8MFITB
$10.7M- Fairfax$10.3M
DIS
$9.8MPEP
$9.0MELV
$8.7MHSY
$8.3MNNI
$8.0MCRL
$7.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lawson-kroeker-investment-management-inc-ne-1013701
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 13F holdings — Q3 2026
$360.1M portfolio (-0.1% QoQ) · 59 holdings · Q3 2026 13F · top 10 are 50% of the stock portfolio
$36.0M
10.0% of stocks
+0.2%This quarter-1.0%Since filed11+ qtrsHeld$21.6M
6.0% of stocks
-2%This quarter—Since filed11+ qtrsHeldAIQuality73.5#124Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$18.8M
5.2% of stocks
-0.4%This quarter+2.0%Since filed11+ qtrsHeld$18.6M
5.2% of stocks
-12%This quarter-5.7%Since filed11+ qtrsHeldAIQuality57.0#1,110Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$17.9M
5.0% of stocks
-2%This quarter+2.4%Since filed11+ qtrsHeld$15.2M
4.2% of stocks
+0.3%This quarter-4.4%Since filed11+ qtrsHeld$13.8M
3.8% of stocks
-0.9%This quarter-1.2%Since filed11+ qtrsHeld$13.7M
3.8% of stocks
+3%This quarter-1.0%Since filed11+ qtrsHeld$11.6M
3.2% of stocks
+8%This quarter+9.9%Since filed11+ qtrsHeld$11.3M
3.1% of stocks
+0.1%This quarter-3.7%Since filed11+ qtrsHeld
All holdings — LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE (Q3 2026)
59 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JOHNSON & JOHNSON | Healthcare | $11.1M | 3.1% | 42K | -4% | 11+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Chubb Ltd | Financials | $10.8M | 3.0% | 33K | -3% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | FIFTH THIRD BANCORP | Financials | $10.7M | 3.0% | 212K | -3% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | Fairfax Financial Holdings - COM | — | $10.3M | 2.9% | 6,571 | -0.1% | — | — | 13F |
| 15 | Walt Disney Co | Communication Services | $9.8M | 2.7% | 94K | +0.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | PEPSICO INC | Consumer Staples | $9.0M | 2.5% | 71K | +8% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Elevance Health, Inc. | Healthcare | $8.7M | 2.4% | 22K | -7% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | HERSHEY CO | Consumer Staples | $8.3M | 2.3% | 53K | +3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | NELNET INC | Financials | $8.0M | 2.2% | 65K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | Healthcare | $7.9M | 2.2% | 27K | -5% | 11+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CULLEN/FROST BANKERS, INC. | Financials | $7.8M | 2.2% | 51K | -4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $7.1M | 2.0% | 83K | -7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | BROOKFIELD Corp /ON/ | Real Estate | $6.2M | 1.7% | 170K | +12% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CHEVRON CORP | Energy | $6.2M | 1.7% | 30K | -2% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ASBURY AUTOMOTIVE GROUP INC | Consumer Discretionary | $6.2M | 1.7% | 36K | +7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $HZO | MARINEMAX INC | Consumer Discretionary | $5.8M | 1.6% | 111K | -6% | |||
| 27 | $BRKR | BRUKER CORP | Healthcare | $5.7M | 1.6% | 88K | -5% | |||
| 28 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $5.2M | 1.4% | 7 | — | |||
| 29 | $PFE | PFIZER INC | Healthcare | $4.8M | 1.4% | 170K | -3% | |||
| 30 | $VMC | Vulcan Materials CO | Materials | $4.4M | 1.2% | 18K | -7% | |||
| 31 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $3.8M | 1.0% | 32K | -1% | |||
| 32 | $SKYH | Sky Harbour Group Corp | Real Estate | $2.8M | 0.8% | 297K | +6% | |||
| 33 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.6M | 0.7% | 3,459 | +49% | |||
| 34 | $BAM | Brookfield Asset Management Ltd. | Financials | $2.2M | 0.6% | 48K | +0.1% | |||
| 35 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.0M | 0.6% | 8,865 | -1% | |||
| 36 | $LKQ | LKQ CORP | Consumer Discretionary | $2.0M | 0.6% | 89K | -8% | |||
| 37 | $KO | COCA COLA CO | Consumer Staples | $1.2M | 0.3% | 13K | — | |||
| 38 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.1M | 0.3% | 1,210 | -4% | |||
| 39 | — | Crimson Wine Group Ltd - COM | — | $1.1M | 0.3% | 250K | -0.8% | |||
| 40 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $943K | 0.3% | 6,488 | — | |||
| 41 | — | Dino Polska SA Adr - COM | — | $893K | 0.3% | 98K | — | |||
| 42 | $AAPL | Apple Inc. | Technology | $833K | 0.2% | 2,500 | -2% | |||
| 43 | — | Costamare Inc. 8.50 Preferred - PRD | — | $832K | 0.2% | 31K | — | |||
| 44 | $CSTM | CONSTELLIUM SE | Materials | $608K | 0.2% | 25K | — | |||
| 45 | $ABBV | AbbVie Inc. | Healthcare | $460K | 0.1% | 1,758 | — | |||
| 46 | — | First National of Nebraska Inc - COM | — | $403K | 0.1% | 21 | — | |||
| 47 | $COHR | COHERENT CORP. | Technology | $403K | 0.1% | 1,400 | — | |||
| 48 | $AMZN | AMAZON COM INC | Consumer Discretionary | $399K | 0.1% | 1,600 | — | |||
| 49 | $AZO | AUTOZONE INC | Consumer Discretionary | $388K | 0.1% | 137 | -20% | |||
| 50 | — | iShares Core S&P 500 ETF - COM | — | $383K | 0.1% | 500 | — | |||
| 51 | $WPM | Wheaton Precious Metals Corp. | Materials | $334K | 0.1% | 2,500 | — | |||
| 52 | $WMT | Walmart Inc. | Consumer Staples | $327K | 0.1% | 3,150 | — | |||
| 53 | — | Nestle S.A. Spons ADR - COM | — | $319K | 0.1% | 3,505 | -3% | |||
| 54 | $D | DOMINION ENERGY, INC | Utilities | $286K | 0.1% | 4,730 | — | |||
| 55 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $284K | 0.1% | 3,331 | -7% | |||
| 56 | — | iShares Russell 2500 ETF - COM | — | $251K | 0.1% | 2,940 | New | |||
| 57 | $ABT | ABBOTT LABORATORIES | Healthcare | $249K | 0.1% | 2,522 | — | |||
| 58 | $NEE | NEXTERA ENERGY INC | Utilities | $227K | 0.1% | 3,000 | — | |||
| 59 | $AMGN | AMGEN INC | Healthcare | $203K | 0.1% | 482 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 2 new, 13 added to, 28 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
- iShares Russell 2500 ETF - COM$251K
first bought this quarter
$AMGNAMGEN INC$203K
first bought this quarter
Added to (13)
now $11.6M · held 11+ qtrs
$SPYSPDR S&P 500 ETF TRUST+49%
now $2.6M · held 8 qtrs, 2 adds in a row
now $9.0M · held 11+ qtrs, 3 adds in a row
$BNBROOKFIELD Corp /ON/+12%
now $6.2M · held 11+ qtrs
now $13.7M · held 11+ qtrs
$ABGASBURY AUTOMOTIVE GROUP INC+7%
now $6.2M · held 11+ qtrs
+7 more in the Excel export
Trimmed (28)
now $18.6M · held 11+ qtrs, 4 trims in a row
now $8.7M · held 11+ qtrs, 2 trims in a row
$CPCANADIAN PACIFIC KANSAS CITY LTD/CN-7%
now $7.1M · held 11+ qtrs
now $11.1M · held 11+ qtrs, 6 trims in a row
now $7.9M · held 11+ qtrs, 6 trims in a row
now $17.9M · held 11+ qtrs
+22 more in the Excel export
Sold out (2)
$CATCATERPILLAR INCwas $213K
held 1 qtr
- Cardinal Resources - COMwas $0
Holdings by quarter
Every 13F LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow LAWSON KROEKER INVESTMENT MANAGEMENT?
Q3 2026 13F filed with the SEC on Oct 22, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of LAWSON KROEKER INVESTMENT MANAGEMENT's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-0.5%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 10% over the last 4
Top 10 weight
50%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE disclosed 59 positions worth $360.1M in its Form 13F-HR for Q3 2026, led by $TPL (Texas Pacific Land Corp) at 10.0% of the equity portfolio, followed by $BRK.B and $MSFT. During the quarter the fund opened 2 new positions and exited 2 and a full exit from $CAT. The portfolio is most concentrated in Financials (36.4% of disclosed assets). All figures are sourced directly from LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE’s Form 13F-HR filing with the SEC under CIK 1013701.
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