CIK: 0001013701
Total reported value
$343.1M
Reporting period: 2026-03-31 · Number of holdings: 59
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE disclosed 59 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $343.1M and a quarterly turnover rate of 18.6%.
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Lawson Kroeker Investment Management Inc/ne's disclosed holdings carry a Herfindahl concentration index of 0.049 — mathematically equivalent to about 20 equally-sized positions, well below its 59 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.39), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 3.1 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 38% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add TPL
-1.2% $20.8M
Add ELV
+83.9% $3.8M
Trim MSFT
+8.6% -$2.8M
Trim AJG
+3.7% -$2.2M
Add PSX
-15.9% $2.5M
Trim ABG
-3.0% -$1.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land CORP | Stock-Energy | 15.62% | +5.86% | -1.16% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.39% | -0.33% | +1.94% | |
| 3 | PSX | Phillips 66 | Stock-Energy | 4.60% | +0.65% | -15.89% | |
| 4 | AJG | Arthur J Gallagher & Co | Stock-Financials | 4.21% | -0.74% | +3.74% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.99% | -0.91% | +8.63% | |
| 6 | AFL | Aflac INC | Stock-Financials | 3.89% | -0.17% | -1.80% | |
| 7 | HCA | Hca Healthcare INC | Stock-Healthcare | 3.53% | -0.55% | -12.80% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.45% | -0.33% | +2.13% | |
| 9 | CB | Chubb Limited | Stock-Financials | 3.25% | +0.06% | -0.45% | |
| 10 | ELV | Elevance Health INC | Stock-Healthcare | 3.17% | +1.06% | +83.95% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.15% | +0.39% | -1.55% | |
| 12 | HSY | Hershey Co/the | Stock-Consumer Staples | 3.10% | +0.31% | -0.69% | |
| 13 | FITB | Fifth Third Bancorp | Stock-Financials | 3.00% | +0.12% | +7.13% | |
| 14 | LECO | Lincoln Electric Holdings | Stock-Industrials | 2.96% | -0.55% | -17.04% | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.66% | -0.41% | +4.29% | |
| 16 | NNI | Nelnet Inc-cl A | Stock-Other | 2.50% | -0.12% | +0.49% | |
| 17 | ABG | Asbury Automotive Group | Stock-Consumer Disc | 2.22% | -0.56% | -2.96% | |
| 18 | CFR | Cullen/frost Bankers INC | Stock-Financials | 2.14% | +0.12% | -0.14% | |
| 19 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.06% | — | -4.83% | |
| 20 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 1.93% | -0.49% | -4.17% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.88% | +0.46% | -0.73% | |
| 22 | BN | Brookfield CORP | Stock-Financials | 1.80% | -0.29% | -0.44% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.67% | -0.13% | — | |
| 24 | PFE | Pfizer INC | Stock-Healthcare | 1.56% | +0.13% | -0.99% | |
| 25 | VMC | Vulcan Materials Co | Stock-Materials | 1.54% | -0.14% | -1.56% | |
| 26 | CRL | Charles River Laboratories | Stock-Healthcare | 1.43% | -0.45% | -9.81% | |
| 27 | BRKR | Bruker CORP | Stock-Healthcare | 1.40% | -0.44% | +0.86% | |
| 28 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 1.10% | — | -7.58% | |
| 29 | HZO | Marinemax INC | Stock-Other | 1.02% | +0.07% | -1.32% | |
| 30 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.00% | -0.01% | -2.34% | |
| 31 | LKQ | Lkq CORP | Stock-Consumer Disc | 0.94% | -0.11% | -6.73% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.81% | — | — | |
| 33 | SKYH | Sky Harbour Group CORP | Stock-Other | 0.76% | +0.03% | -0.55% | |
| 34 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.72% | -0.15% | -0.65% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | -0.03% | +0.22% | |
| 36 | PEP | Pepsico INC | Stock-Consumer Staples | 0.38% | +0.09% | +25.27% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | +0.04% | — | |
| 38 | CWGL | Crimson Wine Group LTD | Stock-Other | 0.33% | -0.06% | -5.07% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.31% | +0.01% | -2.99% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | — | -0.69% | |
| 41 | DNOPY | Dino Polska SA Unsp- Adr | Stock-Other | 0.26% | -0.08% | — | |
| 42 | ✓ | Costamare Inc. 8.50 Preferred | Stock-Other | 0.24% | — | — | |
| 43 | CSTM | Constellium SE | Stock-Other | 0.22% | -0.08% | -43.50% | |
| 44 | AAPL | Apple INC | Stock-Tech | 0.21% | -0.02% | — | |
| 45 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.19% | -0.02% | -8.67% | |
| 46 | AZO | Autozone INC | Stock-Consumer Disc | 0.17% | — | — | |
| 47 | FINN | First Natl Of Nebraska INC | Stock-Other | 0.13% | — | -13.33% | |
| 48 | WMT | Walmart INC | Stock-Consumer Staples | 0.11% | +0.01% | — | |
| 49 | ABBV | Abbvie INC | Stock-Healthcare | 0.11% | — | — | |
| 50 | COHR | Coherent CORP | Stock-Tech | 0.10% | — | -22.22% |
Performance for Q3 2026
+5.7%
Performance Last 4 Quarters
+23.5%
Based on 57% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 59 | $343.1M | 19 | |
| 2025-12-31 | 62 | $336.0M | 49 | |
| 2025-09-30 | 99 | $547.6M | 20 | |
| 2025-06-30 | 97 | $537.6M | 0 | |
| 2025-03-31 | 89 | $541.9M | 100 | |
| 2024-12-31 | 91 | $531.1M | 0 | |
| 2024-09-30 | 88 | $548.8M | 0 | |
| 2024-06-30 | 90 | $518.0M | 0 | |
| 2024-03-31 | 84 | $527.6M | 0 | |
| 2023-12-31 | 86 | $487.2M | 0 | |
| 2023-09-30 | 86 | $453.7M | 0 | |
| 2023-06-30 | 79 | $416.6M | 0 | |
| 2023-03-31 | 88 | $445.5M | 0 | |
| 2022-12-31 | 52 | $296.2M | 0 | |
| 2022-09-30 | 60 | $284.3M | 0 | |
| 2022-06-30 | 61 | $296.6M | 0 | |
| 2022-03-31 | 61 | $317.7M | 0 | |
| 2021-12-31 | 61 | $322.1M | 0 | |
| 2021-09-30 | 61 | $301.5M | 0 | |
| 2021-06-30 | 59 | $315.9M | 96 | |
| 2021-03-31 | 58 | $292.5M | 15 | |
| 2020-12-31 | 59 | $266.7M | 40 | |
| 2020-09-30 | 60 | $224.2M | 16 | |
| 2020-06-30 | 60 | $211.9M | 19 | |
| 2020-03-31 | 61 | $179.8M | 46 | |
| 2019-12-31 | 62 | $270.6M | 11 | |
| 2019-09-30 | 61 | $262.7M | 13 | |
| 2019-06-30 | 62 | $297.7M | 10 | |
| 2019-03-31 | 62 | $280.0M | 12 | |
| 2018-12-31 | 62 | $254.9M | 20 | |
| 2018-09-30 | 65 | $308.2M | 17 | |
| 2018-06-30 | 66 | $280.6M | 14 | |
| 2018-03-31 | 71 | $305.6M | 8 | |
| 2017-12-31 | 69 | $311.0M | 8 | |
| 2017-09-30 | 73 | $317.6M | 15 | |
| 2017-06-30 | 72 | $298.5M | 14 | |
| 2017-03-31 | 72 | $295.4M | 8 | |
| 2016-12-31 | 73 | $291.0M | 18 | |
| 2016-09-30 | 71 | $309.9M | 10 | |
| 2016-06-30 | 71 | $301.2M | 12 | |
| 2016-03-31 | 77 | $291.0M | 30 | |
| 2015-12-31 | 78 | $289.4M | 16 | |
| 2015-09-30 | 78 | $298.2M | 23 | |
| 2015-06-30 | 85 | $337.1M | 22 | |
| 2015-03-31 | 88 | $343.7M | 19 | |
| 2014-12-31 | 72 | $318.3M | 12 | |
| 2014-09-30 | 73 | $334.6M | 8 | |
| 2014-06-30 | 73 | $343.5M | 14 | |
| 2014-03-31 | 74 | $319.7M | 19 | |
| 2013-12-31 | 74 | $315.3M | 12 | |
| 2013-09-30 | 77 | $300.6M | 13 | |
| 2013-06-30 | 86 | $286.1M | 0 |
Lawson Kroeker Investment Management Inc/ne's most significant position changes for 2026-03-31: Sold out: Keysight Technologies In (KEYS); Sold out: Civitas Resources INC (CIVI); Sold out: Diageo Plc-sponsored Adr (DEO); Trim: Texas Pacific Land CORP (TPL) — shares -1.16%; Add: Elevance Health INC (ELV) — shares +83.95%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land CORP | +5.9% | -1.16% | Trim |
| 2 | ELV | Elevance Health INC | +1.1% | +83.95% | Add |
| 3 | PSX | Phillips 66 | +0.7% | -15.89% | Trim |
| 4 | CVX | Chevron CORP | +0.5% | -0.73% | Trim |
| 5 | JNJ | Johnson & Johnson | +0.4% | -1.55% | Trim |
| 6 | HSY | Hershey Co/the | +0.3% | -0.69% | Trim |
| 7 | PFE | Pfizer INC | +0.1% | -0.99% | Trim |
| 8 | FITB | Fifth Third Bancorp | +0.1% | +7.13% | Add |
| 9 | CFR | Cullen/frost Bankers INC | +0.1% | -0.14% | Trim |
| 10 | PEP | Pepsico INC | +0.1% | +25.27% | Add |
| 11 | HZO | Marinemax INC | +0.1% | -1.32% | Trim |
| 12 | CB | Chubb Limited | +0.1% | -0.45% | Trim |
| 13 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 14 | SKYH | Sky Harbour Group CORP | 0% | -0.55% | Trim |
| 15 | KO | Coca-cola Co/the | 0% | -2.99% | Trim |
| 16 | WMT | Walmart INC | 0% | — | Unchanged |
| 17 | CP | Canadian Pacific Kansas City | — | -4.83% | Trim |
| 18 | MSM | Msc Industrial Direct Co-a | — | -7.58% | Trim |
| 19 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 20 | CNI | Canadian Natl Railway Co | 0% | -2.34% | Trim |
| 21 | AMZN | Amazon.com INC | 0% | -11.11% | Trim |
| 22 | NSRGY | Nestle Sa-spons Adr | 0% | -8.67% | Trim |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | -14.09% | Trim |
| 24 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 25 | AAPL | Apple INC | 0% | — | Unchanged |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.22% | Add |
| 27 | CWGL | Crimson Wine Group LTD | -0.1% | -5.07% | Trim |
| 28 | CSTM | Constellium SE | -0.1% | -43.50% | Trim |
| 29 | DNOPY | Dino Polska SA Unsp- Adr | -0.1% | — | Unchanged |
| 30 | LKQ | Lkq CORP | -0.1% | -6.73% | Trim |
| 31 | NNI | Nelnet Inc-cl A | -0.1% | +0.49% | Add |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 33 | VMC | Vulcan Materials Co | -0.1% | -1.56% | Trim |
| 34 | BAM | Brookfield Asset Mgmt-a | -0.2% | -0.65% | Trim |
| 35 | AFL | Aflac INC | -0.2% | -1.80% | Trim |
| 36 | BN | Brookfield CORP | -0.3% | -0.44% | Trim |
| 37 | GOOG | Alphabet Inc-cl C | -0.3% | +2.13% | Add |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +1.94% | Add |
| 39 | DIS | Walt Disney Co/the | -0.4% | +4.29% | Add |
| 40 | BRKR | Bruker CORP | -0.4% | +0.86% | Add |
| 41 | CRL | Charles River Laboratories | -0.5% | -9.81% | Trim |
| 42 | TMO | Thermo Fisher Scientific INC | -0.5% | -4.17% | Trim |
| 43 | LECO | Lincoln Electric Holdings | -0.6% | -17.04% | Trim |
| 44 | HCA | Hca Healthcare INC | -0.6% | -12.80% | Trim |
| 45 | ABG | Asbury Automotive Group | -0.6% | -2.96% | Trim |
| 46 | AJG | Arthur J Gallagher & Co | -0.7% | +3.74% | Add |
| 47 | MSFT | Microsoft CORP | -0.9% | +8.63% | Add |
| 48 | KEYS | Keysight Technologies In | — | EXIT | Sold out |
| 49 | CIVI | Civitas Resources INC | — | EXIT | Sold out |
| 50 | DEO | Diageo Plc-sponsored Adr | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-22 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-20 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-20 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-25 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-28 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-23 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-15 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-29 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-22 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-29 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-17 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-24 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-20 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-17 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-11 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-11 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-11 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-10 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-12 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-09 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-13 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-21 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-16 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-08 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-16 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-22 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-15 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-12 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-16 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-17 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-17 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-10 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-11 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-10 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-01-19 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-07 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-06 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-12 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-08 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-10-08 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-08 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-16 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-01-08 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-03 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-16 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-04-14 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-15 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-16 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-07-22 | 13F-HR | View on EDGAR |
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