Lawson Kroeker Investment Management Inc holds a focused book of 59 reported positions worth $360.6M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Fairfax Financial Hldgs Ltd and trimmed Texas Pacific Land Corp. Their largest long position is Texas Pacific Land Corp at 13% of the reported non-option book. Cloning the disclosed picks since 2024 would be +18% (+8.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Lawson Kroeker Investment Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
+4 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Lawson Kroeker Investment Management Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 29 / 59 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 41 / 59 | $271.9B |
| Hoffman, Alan N Investment Management | 6 / 59 | $144.6M |
| Armstrong Henry H Associates Inc | 19 / 59 | $833.0M |
| Emerald Advisors, LLC | 17 / 59 | $632.3M |
| 9823 Capital, L.P. | 6 / 59 | $114.8M |
| Ardent Capital Management, Inc. | 12 / 59 | $183.5M |
| Independent Investors Inc | 19 / 59 | $383.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Lawson Kroeker Investment Management Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Texas Pacific Land Corp COM | $48.2M | 110.1K | 13.4% | ▼−2.5% Reduced · −3K sh | |
| 2 | Berkshire Hathaway Inc Cl B COM | $22.1M | 44.1K | 6.1% | ▼−3.6% Reduced · −2K sh | |
| 3 | Arthur J Gallagher & Co COM | $15.2M | 66.3K | 4.2% | ▼−0.6% Reduced · −390 sh | |
| 4 | Alphabet Inc Cl C COM | $14.5M | 40.9K | 4.0% | ▼−0.9% Reduced · −373 sh | |
| 5 | Phillips 66 COM | $14.0M | 82.8K | 3.9% | ▼−4.4% Reduced · −4K sh | |
| 6 | Aflac Inc COM | $13.9M | 118.5K | 3.9% | ▼−2.5% Reduced · −3K sh | |
| 7 | Microsoft Corp COM | $13.7M | 36.8K | 3.8% | ▼−0.5% Reduced · −195 sh | |
| 8 | Thermo Fisher Corp COM | $13.6M | 27.1K | 3.8% | ▲+101% Added · +14K sh | |
| 9 | Fifth Third Bancorp COM | $12.4M | 219.4K | 3.4% | ▼−1.1% Reduced · −2K sh | |
| 10 | Chubb Corp COM | $11.6M | 34.1K | 3.2% | ▼−0.5% Reduced · −180 sh | |
| 11 | Johnson & Johnson COM | $11.0M | 43.5K | 3.1% | ▼−1.5% Reduced · −680 sh | |
| 12 | Fairfax Financial Holdings COM | $10.8M | 6.6K | 3.0% | ▲New New position | |
| 13 | Lincoln Electric Holdings Inc COM | $10.8M | 40.5K | 3.0% | ▼−0.7% Reduced · −300 sh | |
| 14 | HCA Healthcare Inc COM | $10.3M | 26.4K | 2.9% | ▲+3.0% Added · +769 sh | |
| 15 | Elevance Health Inc COM | $9.4M | 24.2K | 2.6% | ▼−35% Reduced · −13K sh | |
| 16 | Disney Walt COM | $9.0M | 93.8K | 2.5% | ▼−0.9% Reduced · −838 sh | |
| 17 | Hershey Foods Corp COM | $8.9M | 51.0K | 2.5% | ▼−0.5% Reduced · −235 sh | |
| 18 | Pepsico Inc COM | $8.9M | 65.8K | 2.5% | ▲+681% Added · +57K sh | |
| 19 | Nelnet COM | $8.8M | 66.0K | 2.4% | ▼−0.6% Reduced · −420 sh | |
| 20 | Cullen/Frost Bankers, Inc. COM | $8.2M | 53.3K | 2.3% | ▼−0.7% Reduced · −379 sh | |
| 21 | Canadian Pacific Kansas City L COM | $7.8M | 89.5K | 2.2% | ▼−0.1% Reduced · −125 sh | |
| 22 | Asbury Automotive Group COM | $6.7M | 33.4K | 1.9% | ▼−14% Reduced · −5K sh | |
| 23 | Brookfield Corporation COM | $6.5M | 151.9K | 1.8% | ▼−0.3% Reduced · −451 sh | |
| 24 | Charles River Labs Int'l COM | $6.4M | 28.0K | 1.8% | ▼−1.9% Reduced · −530 sh | |
| 25 | Vulcan Materials Co COM | $5.7M | 19.2K | 1.6% | ▼−1.6% Reduced · −310 sh | |
| 26 | Bruker Corp COM | $5.6M | 92.5K | 1.5% | ▼−30% Reduced · −40K sh | |
| 27 | Berkshire Hathaway Inc Cl A COM | $5.2M | 7 | 1.5% | ▼−13% Reduced · −1 sh | |
| 28 | Chevron Corp COM | $5.1M | 30.8K | 1.4% | ▼−1.2% Reduced · −375 sh | |
| 29 | MarineMax, Inc. COM | $4.3M | 117.8K | 1.2% | ▼−9.3% Reduced · −12K sh | |
| 30 | Pfizer Inc COM | $4.2M | 174.7K | 1.2% | ▼−8.5% Reduced · −16K sh | |
| 31 | Canadian National Railway Co COM | $3.8M | 32.0K | 1.1% | ▼−4.0% Reduced · −1K sh | |
| 32 | Sky Harbour Group Corp Cl A COM | $2.8M | 280.1K | 0.8% | ▲+2.9% Added · +8K sh | |
| 33 | LKQ Corporation COM | $2.5M | 96.2K | 0.7% | ▼−12% Reduced · −13K sh | |
| 34 | McDonalds Corp COM | $2.4M | 9.0K | 0.7% | —Held | |
| 35 | Brookfield Asset Management Lt COM | $2.2M | 48.4K | 0.6% | ▼−12% Reduced · −7K sh | |
| 36 | SPDR S&P 500 COM | $1.7M | 2.3K | 0.5% | ▲+2.0% Added · +45 sh | |
| 37 | Costco Wholesale Corp COM | $1.2M | 1.3K | 0.3% | ▼−1.6% Reduced · −21 sh | |
| 38 | Crimson Wine Group Ltd COM | $1.1M | 252.3K | 0.3% | ▼−0.7% Reduced · −2K sh | |
| 39 | Coca Cola Co COM | $1.1M | 13.5K | 0.3% | ▼−2.4% Reduced · −335 sh | |
| 40 | Procter & Gamble Co COM | $951K | 6.5K | 0.3% | ▼−2.7% Reduced · −181 sh | |
| 41 | Costamare Inc. 8.50 Preferred PRD | $822K | 30.9K | 0.2% | —Held | |
| 42 | Constellium SE COM | $801K | 25.1K | 0.2% | ▼−18% Reduced · −5K sh | |
| 43 | Dino Polska SA Adr COM | $744K | 98.1K | 0.2% | ▲+1.0% Added · +1K sh | |
| 44 | Apple Inc COM | $738K | 2.5K | 0.2% | ▼−8.9% Reduced · −250 sh | |
| 45 | Coherent, Inc. COM | $552K | 1.4K | 0.2% | —Held | |
| 46 | Auto Zone Inc COM | $550K | 172 | 0.2% | —Held | |
| 47 | Abbvie Inc COM | $442K | 1.8K | 0.1% | ▼−0.6% Reduced · −10 sh | |
| 48 | First National of Nebraska Inc COM | $394K | 21 | 0.1% | ▼−19% Reduced · −5 sh | |
| 49 | Amazon.com Inc COM | $381K | 1.6K | 0.1% | —Held | |
| 50 | iShares Core S&P 500 ETF COM | $374K | 500 | 0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1013701/holdings"
Use Arkolith to show LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 28d | 59 | $360.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 22d | 59 | $343.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 20d | 62 | $336.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 99 | $547.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 25d | 97 | $537.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 28d | 89 | $541.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 23d | 91 | $531.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 15d | 88 | $548.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.