Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE (CIK 1013701) reported $343.1M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TPL ($53.6M, 15.62%), BRK/B ($21.9M, 6.39%), PSX ($15.8M, 4.60%), AJG ($14.5M, 4.21%), MSFT ($13.7M, 3.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land Corp | $53.6M | 15.62% | 112,895 | Trimmed |
| 2 | BRK/B | Berkshire Hathaway Inc Cl B | $21.9M | 6.39% | 45,772 | Added |
| 3 | PSX | Phillips 66 | $15.8M | 4.60% | 86,599 | Trimmed |
| 4 | AJG | Arthur J Gallagher & Co | $14.5M | 4.21% | 66,734 | Added |
| 5 | MSFT | Microsoft Corp | $13.7M | 3.99% | 36,982 | Added |
| 6 | AFL | Aflac Inc | $13.3M | 3.89% | 121,631 | Trimmed |
| 7 | HCA | HCA Healthcare Inc | $12.1M | 3.53% | 25,614 | Trimmed |
| 8 | GOOG | Alphabet Inc Cl C | $11.8M | 3.45% | 41,297 | Added |
| 9 | CB | Chubb Corp | $11.2M | 3.25% | 34,242 | Trimmed |
| 10 | ELV | Elevance Health Inc | $10.9M | 3.17% | 37,179 | Added |
| 11 | JNJ | Johnson & Johnson | $10.8M | 3.15% | 44,171 | Trimmed |
| 12 | HSY | Hershey Foods Corp | $10.6M | 3.10% | 51,214 | Trimmed |
| 13 | FITB | Fifth Third Bancorp | $10.3M | 3.00% | 221,728 | Added |
| 14 | LECO | Lincoln Electric Holdings Inc | $10.2M | 2.96% | 40,840 | Trimmed |
| 15 | DIS | Disney Walt | $9.1M | 2.66% | 94,684 | Added |
| 16 | NNI | Nelnet | $8.6M | 2.50% | 66,467 | Added |
| 17 | ABG | Asbury Automotive Group | $7.6M | 2.22% | 38,925 | Trimmed |
| 18 | CFR | Cullen/Frost Bankers, Inc. | $7.4M | 2.14% | 53,647 | Trimmed |
| 19 | CP | Canadian Pacific Kansas City L | $7.1M | 2.06% | 89,663 | Trimmed |
| 20 | TMO | Thermo Fisher Corp | $6.6M | 1.93% | 13,461 | Trimmed |
| 21 | CVX | Chevron Corp | $6.4M | 1.88% | 31,174 | Trimmed |
| 22 | BN | Brookfield Corporation | $6.2M | 1.80% | 152,318 | Trimmed |
| 23 | BRK/A | Berkshire Hathaway Inc Cl A | $5.7M | 1.67% | 8 | Hold |
| 24 | PFE | Pfizer Inc | $5.4M | 1.56% | 190,858 | Trimmed |
| 25 | VMC | Vulcan Materials Co | $5.3M | 1.54% | 19,462 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31