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 $360.6M across 58 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TPL ($48.2M, 13.36%), BRK/B ($22.1M, 6.12%), AJG ($15.2M, 4.22%), GOOG ($14.5M, 4.01%), PSX ($14.0M, 3.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land Corp | $48.2M | 13.36% | 110,114 | Trimmed |
| 2 | BRK/B | Berkshire Hathaway Inc Cl B | $22.1M | 6.12% | 44,113 | Trimmed |
| 3 | AJG | Arthur J Gallagher & Co | $15.2M | 4.22% | 66,344 | Trimmed |
| 4 | GOOG | Alphabet Inc Cl C | $14.5M | 4.01% | 40,924 | Trimmed |
| 5 | PSX | Phillips 66 | $14.0M | 3.88% | 82,799 | Trimmed |
| 6 | AFL | Aflac Inc | $13.9M | 3.85% | 118,548 | Trimmed |
| 7 | MSFT | Microsoft Corp | $13.7M | 3.81% | 36,787 | Trimmed |
| 8 | TMO | Thermo Fisher Corp | $13.6M | 3.76% | 27,058 | Added |
| 9 | FITB | Fifth Third Bancorp | $12.4M | 3.43% | 219,387 | Trimmed |
| 10 | CB | Chubb Corp | $11.6M | 3.22% | 34,062 | Trimmed |
| 11 | JNJ | Johnson & Johnson | $11.0M | 3.06% | 43,491 | Trimmed |
| 12 | FRFHF | Fairfax Financial Holdings | $10.8M | 3.00% | 6,575 | New |
| 13 | LECO | Lincoln Electric Holdings Inc | $10.8M | 2.98% | 40,540 | Trimmed |
| 14 | HCA | HCA Healthcare Inc | $10.3M | 2.85% | 26,383 | Added |
| 15 | ELV | Elevance Health Inc | $9.4M | 2.59% | 24,199 | Trimmed |
| 16 | DIS | Disney Walt | $9.0M | 2.50% | 93,846 | Trimmed |
| 17 | HSY | Hershey Foods Corp | $8.9M | 2.48% | 50,979 | Trimmed |
| 18 | PEP | Pepsico Inc | $8.9M | 2.47% | 65,813 | Added |
| 19 | NNI | Nelnet | $8.8M | 2.44% | 66,047 | Trimmed |
| 20 | CFR | Cullen/Frost Bankers, Inc. | $8.2M | 2.28% | 53,268 | Trimmed |
| 21 | CP | Canadian Pacific Kansas City L | $7.8M | 2.15% | 89,538 | Trimmed |
| 22 | ABG | Asbury Automotive Group | $6.7M | 1.86% | 33,426 | Trimmed |
| 23 | BN | Brookfield Corporation | $6.5M | 1.79% | 151,867 | Trimmed |
| 24 | CRL | Charles River Labs Int'l | $6.4M | 1.76% | 28,004 | Trimmed |
| 25 | VMC | Vulcan Materials Co | $5.7M | 1.57% | 19,152 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30