Lawson Kroeker Investment Management
Latest statistics and disclosures from Lawson Kroeker Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TPL, BRK.B, AJG, MSFT, HCA, and represent 30.41% of Lawson Kroeker Investment Management's stock portfolio.
- Added to shares of these 4 stocks: TPL (+$21M), BN, AJG, CNI.
- Reduced shares in these 10 stocks: AZO (-$18M), BRK.B (-$15M), CPRT (-$12M), HCA (-$11M), GOOG (-$10M), ELV (-$8.1M), BRK.A (-$7.5M), GOOGL (-$6.6M), BOC (-$6.3M), PSX (-$6.0M).
- Sold out of its positions in GOOGL, AXP, AMGN, ADP, BAC, BOC, CVS, CPRT, DFH, DUK.
- Lawson Kroeker Investment Management was a net seller of stock by $-190M.
- Lawson Kroeker Investment Management has $336M in assets under management (AUM), dropping by -38.63%.
- Central Index Key (CIK): 0001013701
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Portfolio Holdings for Lawson Kroeker Investment Management
Lawson Kroeker Investment Management holds 62 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 9.8 | $33M | +187% | 114k | 287.22 |
|
| Berkshire Hathaway (BRK.B) | 6.7 | $23M | -40% | 45k | 502.65 |
|
| Arthur J. Gallagher & Co. (AJG) | 5.0 | $17M | 64k | 258.79 |
|
|
| Microsoft Corporation (MSFT) | 4.9 | $17M | -18% | 34k | 483.62 |
|
| Hca Holdings (HCA) | 4.1 | $14M | -43% | 29k | 466.86 |
|
| AFLAC Incorporated (AFL) | 4.1 | $14M | -3% | 124k | 110.27 |
|
| Phillips 66 (PSX) | 4.0 | $13M | -31% | 103k | 129.04 |
|
| Alphabet Inc Class C cs (GOOG) | 3.8 | $13M | -44% | 40k | 313.80 |
|
| Lincoln Electric Holdings (LECO) | 3.5 | $12M | -2% | 49k | 239.64 |
|
| Chubb (CB) | 3.2 | $11M | -29% | 34k | 312.12 |
|
| Walt Disney Company (DIS) | 3.1 | $10M | -4% | 91k | 113.77 |
|
| Fifth Third Ban (FITB) | 2.9 | $9.7M | -32% | 207k | 46.81 |
|
| Hershey Company (HSY) | 2.8 | $9.4M | -6% | 52k | 181.98 |
|
| Asbury Automotive (ABG) | 2.8 | $9.3M | -15% | 40k | 232.53 |
|
| Johnson & Johnson (JNJ) | 2.8 | $9.3M | -6% | 45k | 206.95 |
|
| Nelnet (NNI) | 2.6 | $8.8M | -34% | 66k | 132.96 |
|
| Thermo Fisher Scientific (TMO) | 2.4 | $8.1M | -10% | 14k | 579.45 |
|
| Anthem (ELV) | 2.1 | $7.1M | -53% | 20k | 350.55 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.1 | $7.0M | +29% | 153k | 45.89 |
|
| Canadian Pacific Kansas City (CP) | 2.1 | $6.9M | -3% | 94k | 73.63 |
|
| Cullen/Frost Bankers (CFR) | 2.0 | $6.8M | 54k | 126.63 |
|
|
| Charles River Laboratories (CRL) | 1.9 | $6.3M | -36% | 32k | 199.48 |
|
| Bruker Corporation (BRKR) | 1.8 | $6.2M | -37% | 132k | 47.11 |
|
| Berkshire Hathaway (BRK.A) | 1.8 | $6.0M | -55% | 8.00 | 754800.00 |
|
| Vulcan Materials Company (VMC) | 1.7 | $5.6M | -4% | 20k | 285.22 |
|
| Pfizer (PFE) | 1.4 | $4.8M | -4% | 193k | 24.90 |
|
| Chevron Corporation (CVX) | 1.4 | $4.8M | -5% | 31k | 152.41 |
|
| Keysight Technologies (KEYS) | 1.3 | $4.2M | -2% | 21k | 203.19 |
|
| MSC Industrial Direct (MSM) | 1.1 | $3.7M | -42% | 44k | 84.10 |
|
| LKQ Corporation (LKQ) | 1.1 | $3.5M | -11% | 117k | 30.20 |
|
| Canadian Natl Ry (CNI) | 1.0 | $3.4M | 34k | 98.85 |
|
|
| MarineMax (HZO) | 0.9 | $3.2M | -3% | 132k | 24.23 |
|
| Brookfield Asset Management (BAM) | 0.9 | $2.9M | -7% | 56k | 52.39 |
|
| McDonald's Corporation (MCD) | 0.8 | $2.7M | -3% | 9.0k | 305.63 |
|
| Civitas Resources (CIVI) | 0.8 | $2.7M | -27% | 99k | 27.09 |
|
| Sky Harbour Group Corporatio (SKYH) | 0.7 | $2.5M | -42% | 274k | 8.97 |
|
| Spdr S&p 500 Etf (SPY) | 0.5 | $1.5M | -55% | 2.3k | 681.92 |
|
| Crimson Wine (CWGL) | 0.4 | $1.3M | -4% | 268k | 4.90 |
|
| Dino Polska SA (DNOPY) | 0.3 | $1.1M | -83% | 97k | 11.62 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.1M | 1.3k | 862.11 |
|
|
| Constellium Se cl a (CSTM) | 0.3 | $1.0M | -14% | 54k | 18.85 |
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| Coca-Cola Company (KO) | 0.3 | $996k | -85% | 14k | 69.91 |
|
| Pepsi (PEP) | 0.3 | $966k | -62% | 6.7k | 143.52 |
|
| Procter & Gamble Company (PG) | 0.3 | $962k | -5% | 6.7k | 143.31 |
|
| Costamare Inc. 8.50 Preferred PRD (CMRE.PC) | 0.2 | $830k | -4% | 31k | 26.87 |
|
| Apple (AAPL) | 0.2 | $761k | -84% | 2.8k | 271.86 |
|
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.2 | $716k | 7.2k | 99.39 |
|
|
| AutoZone (AZO) | 0.2 | $583k | -96% | 172.00 | 3391.50 |
|
| First Nat'l Of Nebraska (FINN) | 0.1 | $465k | -92% | 30.00 | 15500.00 |
|
| Amazon (AMZN) | 0.1 | $416k | -32% | 1.8k | 230.82 |
|
| Abbvie (ABBV) | 0.1 | $404k | -62% | 1.8k | 228.49 |
|
| iShares S&P 500 Index (IVV) | 0.1 | $399k | -4% | 582.00 | 684.94 |
|
| Wal-Mart Stores (WMT) | 0.1 | $351k | -32% | 3.2k | 111.41 |
|
| Coherent Corp (COHR) | 0.1 | $332k | -10% | 1.8k | 184.57 |
|
| Dominion Resources (D) | 0.1 | $328k | -29% | 5.6k | 58.59 |
|
| Abbott Laboratories (ABT) | 0.1 | $325k | -50% | 2.6k | 125.29 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $303k | -20% | 3.8k | 79.02 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $294k | 2.5k | 117.52 |
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| Diageo (DEO) | 0.1 | $287k | 3.3k | 86.27 |
|
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| Nextera Energy (NEE) | 0.1 | $241k | 3.0k | 80.28 |
|
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| Sunopta (STKL) | 0.1 | $219k | 58k | 3.80 |
|
|
| Cardinal Res | 0.0 | $0 | 100k | 0.00 |
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Past Filings by Lawson Kroeker Investment Management
SEC 13F filings are viewable for Lawson Kroeker Investment Management going back to 2011
- Lawson Kroeker Investment Management 2025 Q4 filed Jan. 20, 2026
- Lawson Kroeker Investment Management 2025 Q3 filed Oct. 20, 2025
- Lawson Kroeker Investment Management 2025 Q2 filed July 25, 2025
- Lawson Kroeker Investment Management 2025 Q1 filed April 28, 2025
- Lawson Kroeker Investment Management 2024 Q4 filed Jan. 23, 2025
- Lawson Kroeker Investment Management 2024 Q3 filed Oct. 15, 2024
- Lawson Kroeker Investment Management 2024 Q2 filed July 29, 2024
- Lawson Kroeker Investment Management 2024 Q1 filed April 22, 2024
- Lawson Kroeker Investment Management 2023 Q4 filed Jan. 29, 2024
- Lawson Kroeker Investment Management 2023 Q3 filed Oct. 17, 2023
- Lawson Kroeker Investment Management 2023 Q2 filed July 24, 2023
- Lawson Kroeker Investment Management 2023 Q1 filed April 20, 2023
- Lawson Kroeker Investment Management 2022 Q4 filed Jan. 17, 2023
- Lawson Kroeker Investment Management 2022 Q3 filed Oct. 11, 2022
- Lawson Kroeker Investment Management 2022 Q2 filed July 11, 2022
- Lawson Kroeker Investment Management 2022 Q1 filed April 11, 2022