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Latest LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Stock Portfolio

$360Million | No. of Holdings #59

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Performance

2026 Q2+2.69%
YTD+7.44%
2025-7.67%

About LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE and 13F Hedge Fund Stock Holdings

On 2026-07-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE reported an equity portfolio of $360.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE are TPL, , AJG. The fund has invested 13.4% of it's portfolio in TEXAS PACIFIC LAND CORP and 6.1% of portfolio in BERKSHIRE HATHAWAY INC CL B. <br><br> The fund managers got completely rid off MSC INDUSTRIAL DIRECT CO. (MSM) and SUNOPTA INC. (STKL) stocks. They significantly reduced their stock positions in NESTLE S.A. SPONS ADR, ELEVANCE HEALTH INC (ANTX) and BRUKER CORP (BRKR). LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE opened new stock positions in FAIRFAX FINANCIAL HOLDINGS (FRFHF) and CATERPILLAR INC DEL (CAT). The fund showed a lot of confidence in some stocks as they added substantially to PEPSICO INC (PEP), THERMO FISHER CORP (TMO) and HCA HEALTHCARE INC (HCA).
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Equity Portfolio Value
Last Reported on: 28 Jul, 2026
$360Million
  as of Jul 28, 2026

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Annual Return Estimates Vs S&P 500

Our best estimate is that LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE made a return of 2.69% in the last quarter. In trailing 12 months, it's portfolio return was -2.54%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fairfax financial holdings10,827,800
caterpillar inc del212,980
New stocks bought by LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

Additions

Ticker% Inc.
pepsico inc680
thermo fisher corp101
hca healthcare inc3.00
sky harbour group corp cl a2.85
spdr s&p 5001.98
dino polska sa adr1.03
Additions to existing portfolio by LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

Reductions

Ticker% Reduced
nestle s.a. spons adr-44.83
elevance health inc-34.91
bruker corp-30.28
first national of nebraska inc-19.23
constellium se-17.69
asbury automotive group-14.13
berkshire hathaway inc cl a-12.5
brookfield asset management lt-12.34
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE reduced stake in above stock

Sold off

Ticker$ Sold
msc industrial direct co.-3,761,020
sunopta inc.-243,000
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE got rid off the above stocks

Sector Distribution

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE has about 29.2% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Healthcare
  • Communication Services
  • Industrials
  • Consumer Defensive
  • Energy
  • Consumer Cyclical
  • Technology
  • Basic Materials
Sector%
Others29.2
Financial Services19.4
Healthcare16.9
Communication Services6.5
Industrials6
Consumer Defensive6
Energy5.3
Consumer Cyclical4.7
Technology4.2
Basic Materials1.6

Market Cap. Distribution

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE has about 55.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
  • NANO-CAP
  • SMALL-CAP
Category%
LARGE-CAP38.7
UNALLOCATED29.2
MEGA-CAP16.9
MID-CAP10.6
NANO-CAP2.6
SMALL-CAP1.2

Stocks belong to which Index?

About 58.8% of the stocks held by LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50052.8
Others41.3
RUSSELL 20006
Top 5 Winners (%)%
COHR
coherent, inc.
65.6 %
BRKR
bruker corp
56.5 %
HZO
marinemax, inc.
33.7 %
CRL
charles river labs int'l
31.2 %
CSTM
constellium se
27.0 %
Top 5 Winners ($)$
ANTX
elevance health inc
2.9 M
GOOG
alphabet inc cl c
2.7 M
BRKR
bruker corp
2.7 M
FITB
fifth third bancorp
2.2 M
CRL
charles river labs int'l
1.5 M
Top 5 Losers (%)%
CVX
chevron corp
-19.8 %
dino polska sa adr
-17.8 %
HCA
hca healthcare inc
-17.4 %
HSY
hershey foods corp
-15.6 %
WPM
wheaton precious metals corp
-14.3 %
Top 5 Losers ($)$
TPL
texas pacific land corp
-4.1 M
HCA
hca healthcare inc
-2.2 M
HSY
hershey foods corp
-1.7 M
CVX
chevron corp
-1.3 M
PSX
phillips 66
-1.1 M

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE has 59 stocks in it's portfolio. About 49.7% of the portfolio is in top 10 stocks. TPL proved to be the most loss making stock for the portfolio. ANTX was the most profitable stock for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE last quarter.

$360.64MTotal Value
61.00Positions
28 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE, last reported on 28 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BAM
Brookfield Asset Management Lt

Brookfield Asset Management Lt

BAM
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's holding in Brookfield Asset Management Lt over time
0.6%48,387
$2.17M
0.6%
decreased 12.34 percentreduced
CMRE
Costamare Inc. 8.50 Preferred

Costamare Inc. 8.50 Preferred

CMRE
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's holding in Costamare Inc. 8.50 Preferred over time
0.23%30,893
$822.4K
0.23%
unchanged 0 percentunchanged
CNI
Canadian National Railway Co

Canadian National Railway Co

CNI
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's holding in Canadian National Railway Co over time
1.06%32,036
$3.82M
1.06%
decreased 4.04 percentreduced