§ 13F · FUND PROFILE
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $538M (13F)Positions · 97Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land Corp | 113K | $54M | 15.6% | −1% |
| 2 | BRK/B | Berkshire Hathaway Inc Cl B | 46K | $22M | 6.4% | +2% |
| 3 | PSX | Phillips 66 | 87K | $16M | 4.6% | −16% |
| 4 | AJG | Arthur J Gallagher & Co | 67K | $14M | 4.2% | +4% |
| 5 | MSFT | Microsoft Corp | 37K | $14M | 4.0% | +9% |
| 6 | AFL | Aflac Inc | 122K | $13M | 3.9% | −2% |
| 7 | HCA | HCA Healthcare Inc | 26K | $12M | 3.5% | −13% |
| 8 | GOOG | Alphabet Inc Cl C | 41K | $12M | 3.5% | +2% |
| 9 | CB | Chubb Corp | 34K | $11M | 3.3% | ±0% |
| 10 | ELV | Elevance Health Inc | 37K | $11M | 3.2% | +84% |
§ 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 $538 million in assets. The fund runs a portfolio of 97 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed