Lawson Kroeker Investment Management Inc holds a focused book of 59 stocks worth $360.6M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +19% (+10.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Following at the filing date actually beat the quarter-end book by 1.8 points over this window.
Growth of $10,000 cloning Lawson Kroeker Investment Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.
98% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Lawson Kroeker Investment Management Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| GAMMA Investing LLC | 74 / 59 | $662.7M |
| BlackRock, Inc. | 73 / 59 | $1.6T |
| FMR LLC | 73 / 59 | $481.1B |
| MORGAN STANLEY | 73 / 59 | $413.1B |
| JPMORGAN CHASE & CO | 73 / 59 | $389.1B |
| BANK OF AMERICA CORP /DE/ | 73 / 59 | $259.5B |
| NORTHERN TRUST CORP | 73 / 59 | $230.6B |
| GOLDMAN SACHS GROUP INC | 73 / 59 | $191.9B |
Ranked by how many of Lawson Kroeker Investment Management Inc's top 59 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 59 | $360.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 59 | $343.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 62 | $336.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 99 | $547.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 97 | $537.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 89 | $541.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 91 | $531.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 88 | $548.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.