Lawson Kroeker Investment Management Inc

Lawson Kroeker Investment Management Inc reported 59 holdings worth US$360M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 22, 2026

Lawson Kroeker Investment Management Inc reported 59 holdings worth US$360M as of Sep 30, 2026. Largest: Texas Pacific Land Corporation, Berkshire Hathaway Inc. and Microsoft Corp. Filed Oct 22, 2026 (Form 13F).

Holdings
59
Value as reported
US$360M

The filing in full

CompanySharesValue as reported% of portfolio
Texas Pacific Land Corporation110KUS$36M10.0%
Berkshire Hathaway Inc.43,371US$26.8M7.4%
Microsoft Corp.36,651US$18.8M5.2%
Phillips 6672,723US$18.6M5.2%
Thermo Fisher Scientific Inc26,485US$17.9M5.0%
Arthur J. Gallagher & Co.66,540US$15.2M4.2%
Alphabet Inc (google) Class C40,562US$13.8M3.8%
Aflac Incorporated122KUS$13.7M3.8%
Lincoln Electric Holdings, Inc.43,981US$11.6M3.2%
Hca Healthcare, Inc.26,403US$11.3M3.1%
Johnson & Johnson41,778US$11.1M3.1%
Fifth Third Bancorp212KUS$10.7M3.0%
Fairfax Financial Holdings Limited6,571US$10.3M2.9%
Walt Disney Company (the)93,878US$9.85M2.7%
Pepsico, Inc.71,372US$9.04M2.5%
Elevance Health, Inc.22,446US$8.73M2.4%
The Hershey Company52,657US$8.3M2.3%
Nelnet, Inc.64,841US$7.98M2.2%
Charles River Laboratories International, Inc.26,634US$7.86M2.2%
Cullen/frost Bankers, Inc.51,393US$7.85M2.2%
Canadian Pacific Kansas City Limited83,223US$7.08M2.0%
Brookfield Corporation170KUS$6.21M1.7%
Chevron Corporation30,217US$6.17M1.7%
Asbury Automotive Group Inc35,723US$6.16M1.7%
Marinemax, Inc. (fl)111KUS$5.78M1.6%
Bruker Corporation87,582US$5.67M1.6%
Pfizer, Inc.170KUS$4.85M1.3%
Vulcan Materials Company (holding Company)17,832US$4.36M1.2%
Canadian National Railway Company31,578US$3.75M1.0%
Sky Harbour Group Corporation297KUS$2.81M0.78%
State Street SPDR S&P 500 ETF3,459US$2.64M0.73%
Brookfield Asset Management Inc48,447US$2.16M0.60%
Mcdonald's Corporation8,865US$2.05M0.57%
Lkq Corporation88,909US$2.03M0.56%
Coca-cola Company (the)13,490US$1.16M0.32%
Costco Wholesale Corporation1,210US$1.1M0.31%
Crimson Wine Group Ltd.250KUS$1.06M0.29%
Procter & Gamble Company (the)6,488US$943K0.26%
Dino Polska Sa98,135US$893K0.25%
Apple Inc2,500US$833K0.23%
Costamare Inc.30,893US$832K0.23%
Abbvie Inc.1,758US$460K0.13%
First National Of Nebraska, Inc.21US$403K0.11%
Coherent Corp.1,400US$403K0.11%
Amazon.com, Inc.1,600US$399K0.11%
Autozone, Inc.137US$388K0.11%
iShares Core S&P 500 ETF500US$383K0.11%
Wheaton Precious Metals Corp2,500US$334K0.09%
Walmart Inc.3,150US$327K0.09%
Nestle S.a.3,505US$319K0.09%
Dominion Energy, Inc.4,730US$286K0.08%
Colgate-palmolive Company3,331US$284K0.08%
iShares Russell 2500 ETF2,940US$251K0.07%
Abbott Laboratories2,522US$249K0.07%
Nextera Energy, Inc.3,000US$227K0.06%
Amgen Inc.482US$203K0.06%
Caterpillar, Inc.0US$00.00%

Source

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