Lawson Kroeker Investment Management Inc
Lawson Kroeker Investment Management Inc reported 59 holdings worth US$361M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Lawson Kroeker Investment Management Inc reported 59 holdings worth US$361M as of Jun 30, 2026. Largest: Texas Pacific Land Corporation, Berkshire Hathaway Inc. and Arthur J. Gallagher & Co. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 59
- Value as reported
- US$361M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Texas Pacific Land Corporation | 110K | US$48.2M | 13.4% |
| Berkshire Hathaway Inc. | 54,589 | US$27.3M | 7.6% |
| Arthur J. Gallagher & Co. | 66,344 | US$15.2M | 4.2% |
| Alphabet Inc (google) Class C | 40,461 | US$14.5M | 4.0% |
| Phillips 66 | 82,799 | US$14M | 3.9% |
| Aflac Incorporated | 119K | US$13.9M | 3.9% |
| Microsoft Corp. | 36,787 | US$13.7M | 3.8% |
| Thermo Fisher Scientific Inc | 27,058 | US$13.6M | 3.8% |
| Fifth Third Bancorp | 219K | US$12.4M | 3.4% |
| Johnson & Johnson | 43,491 | US$11M | 3.1% |
| Fairfax Financial Holdings Limited | 6,575 | US$10.8M | 3.0% |
| Lincoln Electric Holdings, Inc. | 40,540 | US$10.8M | 3.0% |
| Hca Healthcare, Inc. | 26,383 | US$10.3M | 2.9% |
| Elevance Health, Inc. | 24,199 | US$9.36M | 2.6% |
| Walt Disney Company (the) | 93,846 | US$9.03M | 2.5% |
| The Hershey Company | 50,979 | US$8.94M | 2.5% |
| Pepsico, Inc. | 65,813 | US$8.91M | 2.5% |
| Nelnet, Inc. | 66,047 | US$8.81M | 2.4% |
| Cullen/frost Bankers, Inc. | 53,268 | US$8.23M | 2.3% |
| Canadian Pacific Kansas City Limited | 89,538 | US$7.76M | 2.2% |
| Asbury Automotive Group Inc | 33,426 | US$6.72M | 1.9% |
| Brookfield Corporation | 152K | US$6.47M | 1.8% |
| Charles River Laboratories International, Inc. | 28,004 | US$6.35M | 1.8% |
| Vulcan Materials Company (holding Company) | 19,152 | US$5.65M | 1.6% |
| Bruker Corporation | 92,502 | US$5.57M | 1.5% |
| Chevron Corporation | 30,799 | US$5.11M | 1.4% |
| Marinemax, Inc. (fl) | 118K | US$4.31M | 1.2% |
| Pfizer, Inc. | 175K | US$4.21M | 1.2% |
| Canadian National Railway Company | 32,036 | US$3.82M | 1.1% |
| Sky Harbour Group Corporation | 280K | US$2.76M | 0.76% |
| Lkq Corporation | 96,247 | US$2.53M | 0.70% |
| Mcdonald's Corporation | 8,955 | US$2.42M | 0.67% |
| Brookfield Asset Management Inc | 48,387 | US$2.17M | 0.60% |
| Costco Wholesale Corporation | 1,260 | US$1.18M | 0.33% |
| Coca-cola Company (the) | 13,490 | US$1.1M | 0.30% |
| Procter & Gamble Company (the) | 6,488 | US$951K | 0.26% |
| Costamare Inc. | 30,893 | US$822K | 0.23% |
| Dino Polska Sa | 98,135 | US$744K | 0.21% |
| Apple Inc | 2,550 | US$738K | 0.20% |
| Coherent Corp. | 1,400 | US$552K | 0.15% |
| Autozone, Inc. | 172 | US$550K | 0.15% |
| Abbvie Inc. | 1,758 | US$442K | 0.12% |
| First National Of Nebraska, Inc. | 21 | US$394K | 0.11% |
| Amazon.com, Inc. | 1,600 | US$381K | 0.11% |
| Nestle S.a. | 3,630 | US$374K | 0.10% |
| Walmart Inc. | 3,150 | US$357K | 0.10% |
| Colgate-palmolive Company | 3,580 | US$328K | 0.09% |
| Dominion Energy, Inc. | 4,730 | US$323K | 0.09% |
| Wheaton Precious Metals Corp | 2,500 | US$281K | 0.08% |
| Nextera Energy, Inc. | 3,000 | US$263K | 0.07% |
| Abbott Laboratories | 2,522 | US$229K | 0.06% |
| Caterpillar, Inc. | 200 | US$213K | 0.06% |
| Msc Industrial Direct Company, Inc. | 0 | US$0 | 0.00% |
| Sunopta Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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