Q3 2026 13F · SEC CIK 1013701

Lawson Kroeker Investment Management Inc/ne

Asset managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $360.1M
Reported positions: 59
Top holdings a year, 3 yrs: +13.5%
Average holding period: 8.4 yrs

Lawson Kroeker Investment Management Inc/ne is an asset manager that reported 59 positions worth $360.1M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Texas Pacific Land Corporati (TPL, 10.0%), Berkshire Hathaway Inc Del (BRK-B, 6.0%), Microsoft Corp (MSFT, 5.2%). A portfolio copying its top holdings returned 13.5% a year over the last 3 years, against 20.4% for the S&P 500.

Lawson Kroeker Investment Management Inc/ne holdings largest 50 of 59 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lawson Kroeker Investment Management Inc/ne 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
TPLTexas Pacific Land Corporati	10.0%	13.4%	110,359	+0.2%	$36.0M
BRK-BBerkshire Hathaway Inc Del	6.0%	6.1%	43,364	-1.7%	$21.6M
MSFTMicrosoft Corp	5.2%	3.8%	36,651	-0.4%	$18.8M
PSXPhillips 66	5.2%	3.9%	72,723	-12.2%	$18.6M
TMOThermo Fisher Scientific Inc	5.0%	3.8%	26,485	-2.1%	$17.9M
AJGGallagher Arthur J & Co	4.2%	4.2%	66,540	+0.3%	$15.2M
GOOGAlphabet Inc	3.8%	4.0%	40,562	-0.9%	$13.8M
AFLAflac Inc	3.8%	3.9%	122,244	+3.1%	$13.7M
LECOLincoln Elec Hldgs Inc	3.2%	3.0%	43,981	+8.5%	$11.6M
HCAHca Healthcare Inc	3.1%	2.9%	26,403	+0.1%	$11.3M
JNJJohnson & Johnson	3.1%	3.1%	41,778	-3.9%	$11.1M
CBChubb Limited	3.0%	3.2%	33,052	-3.0%	$10.8M
FITBFifth Third Bancorp	3.0%	3.4%	212,067	-3.3%	$10.7M
FRFHFFairfax Financial Holdings	2.9%	3.0%	6,571	-0.1%	$10.3M
DISDisney Walt Co	2.7%	2.5%	93,878	+0.0%	$9.8M
PEPPepsico Inc	2.5%	2.5%	71,372	+8.4%	$9.0M
ELVElevance Health Inc Formerly	2.4%	2.6%	22,446	-7.2%	$8.7M
HSYHershey Co	2.3%	2.5%	52,657	+3.3%	$8.3M
NNINelnet Inc	2.2%	2.4%	64,841	-1.8%	$8.0M
CRLCharles Riv Labs Intl Inc	2.2%	1.8%	26,634	-4.9%	$7.9M
CFRCullen Frost Bankers Inc	2.2%	2.3%	51,393	-3.5%	$7.8M
CPCanadian Pacific Kansas City	2.0%	2.2%	83,223	-7.1%	$7.1M
BNBrookfield Corp	1.7%	1.8%	170,264	+12.1%	$6.2M
CVXChevron Corporation	1.7%	1.4%	30,217	-1.9%	$6.2M
ABGAsbury Automotive Group	1.7%	1.9%	35,723	+6.9%	$6.2M
HZOMarinemax Inc	1.6%	1.2%	110,597	-6.1%	$5.8M
BRKRBruker Corp	1.6%	1.5%	87,582	-5.3%	$5.7M
BRK-ABerkshire Hathaway Inc Del	1.5%	1.5%	7	+0.0%	$5.2M
PFEPfizer Inc	1.3%	1.2%	169,881	-2.8%	$4.8M
VMCVulcan Matls Co	1.2%	1.6%	17,832	-6.9%	$4.4M
CNICanadian Natl Ry Co	1.0%	1.1%	31,578	-1.4%	$3.8M
SKYHSky Harbour Group Corporatio	0.8%	0.8%	297,214	+6.1%	$2.8M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.5%	3,459	+49.4%	$2.6M
BAMBrookfield Asset Managmt Ltd	0.6%	0.6%	48,447	+0.1%	$2.2M
MCDMcdonalds Corp	0.6%	0.7%	8,865	-1.0%	$2.0M
LKQLkq Corp	0.6%	0.7%	88,909	-7.6%	$2.0M
KOCoca Cola Co	0.3%	0.3%	13,490	+0.0%	$1.2M
COSTCostco Wholesale Corporation	0.3%	0.3%	1,210	-4.0%	$1.1M
CWGLCrimson Wine Group Ltd	0.3%	0.3%	250,142	-0.8%	$1.1M
PGProcter & Gamble Co	0.3%	0.3%	6,488	+0.0%	$943K
DNOPYDino Polska SA Adr	0.2%	0.2%	98,135	+0.0%	$893K
AAPLApple Inc	0.2%	0.2%	2,500	-2.0%	$833K
CMRE-PCCostamare Inc. 8.50 Preferred	0.2%	0.2%	30,893	+0.0%	$832K
CSTMConstellium SE	0.2%	0.2%	25,120	+0.0%	$608K
ABBVAbbvie Inc	0.1%	0.1%	1,758	+0.0%	$460K
FINNFirst National of Nebraska Inc	0.1%	0.1%	21	+0.0%	$403K
COHRCoherent Corp	0.1%	0.2%	1,400	+0.0%	$403K
AMZNAmazon Com Inc	0.1%	0.1%	1,600	+0.0%	$399K
AZOAutozone Inc	0.1%	0.2%	137	-20.3%	$388K
IVVIshares Tr	0.1%	0.1%	500	+0.0%	$383K

What Lawson Kroeker Investment Management Inc/ne bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

SPY State Str Spdr S&p 500 ETF T+49.4% shares
BN Brookfield Corp+12.1% shares
LECO Lincoln Elec Hldgs Inc+8.5% shares
PEP Pepsico Inc+8.4% shares
ABG Asbury Automotive Group+6.9% shares
SKYH Sky Harbour Group Corporatio+6.1% shares

Reduced

AZO Autozone Inc-20.3% shares
PSX Phillips 66-12.2% shares
LKQ Lkq Corp-7.6% shares
ELV Elevance Health Inc Formerly-7.2% shares
CP Canadian Pacific Kansas City-7.1% shares
VMC Vulcan Matls Co-6.9% shares
HZO Marinemax Inc-6.1% shares
BRKR Bruker Corp-5.3% shares

Left the top 50

No position left the top 50.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.0% /yr; S&P 500 +20.1%
3 years: +13.5% /yr; S&P 500 +20.4%
5 years: +9.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$360.1M	59
Q2 2026	$360.6M	58
Q1 2026	$343.1M	58
Q4 2025	$336.0M	61
Q3 2025	$547.6M	98
Q2 2025	$537.6M	97
Q1 2025	$541.9M	89
Q4 2024	$531.1M	91
Q3 2024	$548.8M	88
Q2 2024	$518.0M	90
Q1 2024	$527.6M	84
Q4 2023	$487.2M	86

Questions about Lawson Kroeker Investment Management Inc/ne's portfolio

What stocks does Lawson Kroeker Investment Management Inc/ne own?

Lawson Kroeker Investment Management Inc/ne's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 59 positions worth $360.1M. The largest are Texas Pacific Land Corporati (TPL) at 10.0%, Berkshire Hathaway Inc Del (BRK-B) at 6.0%, Microsoft Corp (MSFT) at 5.2%, Phillips 66 (PSX) at 5.2% and Thermo Fisher Scientific Inc (TMO) at 5.0%.

What did Lawson Kroeker Investment Management Inc/ne buy last quarter?

In Q3 2026, Lawson Kroeker Investment Management Inc/ne added State Str Spdr S&p 500 ETF T (SPY) (+49.4% shares), Brookfield Corp (BN) (+12.1% shares) and Lincoln Elec Hldgs Inc (LECO) (+8.5% shares), compared with its Q2 2026 filing.

What did Lawson Kroeker Investment Management Inc/ne sell last quarter?

In Q3 2026, Lawson Kroeker Investment Management Inc/ne Autozone Inc (AZO) (-20.3% shares), Phillips 66 (PSX) (-12.2% shares) and Lkq Corp (LKQ) (-7.6% shares), compared with its Q2 2026 filing.

How has Lawson Kroeker Investment Management Inc/ne's portfolio performed?

A portfolio copying Lawson Kroeker Investment Management Inc/ne's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.0% against +20.1%. Over 5 years: +9.6% a year against +11.6%.

When is Lawson Kroeker Investment Management Inc/ne's next 13F filing due?

13F filings are due 45 days after each quarter ends. Lawson Kroeker Investment Management Inc/ne's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.