13F HOLDINGS REPORT
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
Quarter ended Q4 2025 · Filed January 20, 2026 · Accession 0001013701-26-000001
Total Value
$336.0M
Positions
62
Other Managers
0
Confidential Omitted
No
Holdings (62)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Texas Pacific Land Corp | TPL | 114,220 | $32.8M | 9.76% |
| 2 | Berkshire Hathaway Inc Cl B | BRK-A | 44,899 | $22.6M | 6.72% |
| 3 | Arthur J Gallagher & Co | 363576109 | 64,329 | $16.6M | 4.95% |
| 4 | Microsoft Corp | MSFT | 34,045 | $16.5M | 4.90% |
| 5 | HCA Healthcare Inc | HCA | 29,373 | $13.7M | 4.08% |
| 6 | Aflac Inc | AFL | 123,861 | $13.7M | 4.06% |
| 7 | Phillips 66 | PSX | 102,964 | $13.3M | 3.95% |
| 8 | Alphabet Inc Cl C | GOOG | 40,434 | $12.7M | 3.78% |
| 9 | Lincoln Electric Holdings Inc | 533900106 | 49,230 | $11.8M | 3.51% |
| 10 | Chubb Corp | CB | 34,397 | $10.7M | 3.19% |
| 11 | Disney Walt | 254687106 | 90,789 | $10.3M | 3.07% |
| 12 | Fifth Third Bancorp | FITBM | 206,979 | $9.7M | 2.88% |
| 13 | Hershey Foods Corp | HSY | 51,571 | $9.4M | 2.79% |
| 14 | Asbury Automotive Group | ABG | 40,111 | $9.3M | 2.78% |
| 15 | Johnson & Johnson | JNJ | 44,866 | $9.3M | 2.76% |
| 16 | Nelnet | NNI | 66,142 | $8.8M | 2.62% |
| 17 | Thermo Fisher Corp | TMO | 14,047 | $8.1M | 2.42% |
| 18 | Elevance Health Inc | ELV | 20,212 | $7.1M | 2.11% |
| 19 | Brookfield Corporation | 11271J107 | 152,993 | $7.0M | 2.09% |
| 20 | Canadian Pacific Kansas City L | CP | 94,216 | $6.9M | 2.06% |
| 21 | Cullen/Frost Bankers, Inc. | CFR-PB | 53,723 | $6.8M | 2.02% |
| 22 | Charles River Labs Int'l | 159864107 | 31,638 | $6.3M | 1.88% |
| 23 | Bruker Corp | BRKRP | 131,535 | $6.2M | 1.84% |
| 24 | Berkshire Hathaway Inc Cl A | BRK-A | 8 | $6.0M | 1.80% |
| 25 | Vulcan Materials Co | 929160109 | 19,771 | $5.6M | 1.68% |
| 26 | Pfizer Inc | PFE | 192,771 | $4.8M | 1.43% |
| 27 | Chevron Corp | CVX | 31,404 | $4.8M | 1.42% |
| 28 | Keysight Technologies Inc | KEYS | 20,785 | $4.2M | 1.26% |
| 29 | MSC Industrial Direct Co. | 553530106 | 44,103 | $3.7M | 1.10% |
| 30 | LKQ Corporation | LKQ | 117,387 | $3.5M | 1.05% |
| 31 | Canadian National Railway Co | 136375102 | 34,184 | $3.4M | 1.01% |
| 32 | MarineMax, Inc. | HZO | 131,498 | $3.2M | 0.95% |
| 33 | Brookfield Asset Management Lt | 113004105 | 55,556 | $2.9M | 0.87% |
| 34 | McDonalds Corp | MCD | 8,955 | $2.7M | 0.81% |
| 35 | Civitas Resources Inc. | 17888H103 | 99,147 | $2.7M | 0.80% |
| 36 | Sky Harbour Group Corp Cl A | SKYH-WT | 273,812 | $2.5M | 0.73% |
| 37 | SPDR S&P 500 | SPY | 2,265 | $1.5M | 0.46% |
| 38 | Crimson Wine Group Ltd | CWGL | 267,498 | $1.3M | 0.39% |
| 39 | Dino Polska SA Adr | 25445T106 | 97,135 | $1.1M | 0.34% |
| 40 | Costco Wholesale Corp | 22160K105 | 1,281 | $1.1M | 0.33% |
| 41 | Constellium SE | CSTM | 54,020 | $1.0M | 0.30% |
| 42 | Coca Cola Co | KO | 14,251 | $996,287 | 0.30% |
| 43 | Pepsico Inc | PEP | 6,728 | $965,603 | 0.29% |
| 44 | Procter & Gamble Co | 742718109 | 6,715 | $962,327 | 0.29% |
| 45 | Costamare Inc. 8.50 Preferred | CMRE-PC | 30,893 | $830,095 | 0.25% |
| 46 | Apple Inc | AAPL | 2,800 | $761,208 | 0.23% |
| 47 | Nestle S.A. Spons ADR | 641069406 | 7,205 | $716,089 | 0.21% |
| 48 | Auto Zone Inc | AZO | 172 | $583,338 | 0.17% |
| 49 | First National of Nebraska Inc | 335720108 | 30 | $465,000 | 0.14% |
| 50 | Amazon.com Inc | AMZN | 1,800 | $415,476 | 0.12% |
| 51 | Abbvie Inc | ABBV | 1,768 | $403,970 | 0.12% |
| 52 | iShares Core S&P 500 ETF | 464287200 | 582 | $398,635 | 0.12% |
| 53 | Walmart Inc | WMT | 3,150 | $350,942 | 0.10% |
| 54 | Coherent, Inc. | COHR | 1,800 | $332,226 | 0.10% |
| 55 | Dominion Energy, Inc. | D | 5,590 | $327,518 | 0.10% |
| 56 | Abbott Laboratories | ABLZF | 2,597 | $325,378 | 0.10% |
| 57 | Colgate Palmolive Co | CL | 3,830 | $302,647 | 0.09% |
| 58 | Wheaton Precious Metals Corp | WPM | 2,500 | $293,800 | 0.09% |
| 59 | Diageo Plc ADR | DGEAF | 3,331 | $287,365 | 0.09% |
| 60 | Nextera Energy Inc | NEE-PW | 3,000 | $240,840 | 0.07% |
| 61 | SunOpta Inc. | STKL | 57,500 | $218,500 | 0.07% |
| 62 | Cardinal Resources | 14153Q108 | 100,000 | $0 | 0.00% |