§ 13F · FUND PROFILE
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE.
AUM · $361M (13F)Positions · 59Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land Corp | 110K | $48M | 13.4% | −2% |
| 2 | BRK/B | Berkshire Hathaway Inc Cl B | 44K | $22M | 6.1% | −4% |
| 3 | AJG | Arthur J Gallagher & Co | 66K | $15M | 4.2% | −1% |
| 4 | GOOG | Alphabet Inc Cl C | 41K | $14M | 4.0% | −1% |
| 5 | PSX | Phillips 66 | 83K | $14M | 3.9% | −4% |
| 6 | AFL | Aflac Inc | 119K | $14M | 3.9% | −3% |
| 7 | MSFT | Microsoft Corp | 37K | $14M | 3.8% | −1% |
| 8 | TMO | Thermo Fisher Corp | 27K | $14M | 3.8% | +101% |
| 9 | FITB | Fifth Third Bancorp | 219K | $12M | 3.4% | −1% |
| 10 | CB | Chubb Corp | 34K | $12M | 3.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAWSON SIGNAL
AC read
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE is a Other fund managing $361 million in assets. The fund runs a portfolio of 59 positions.
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