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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 Q3+0.67%
YTD+8.16%
2025-7.67%

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

On 2026-10-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE reported an equity portfolio of $360.1 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE are TPL, , MSFT. The fund has invested 10% of it's portfolio in TEXAS PACIFIC LAND CORP and 6% of portfolio in BERKSHIRE HATHAWAY INC CL B. <br><br> The fund managers got completely rid off CATERPILLAR INC DEL (CAT) and CARDINAL RESOURCES stocks. They significantly reduced their stock positions in AUTO ZONE INC (AZO), PHILLIPS 66 (PSX) and LKQ CORPORATION (LKQ). LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE opened new stock positions in ISHARES RUSSELL 2500 ETF (AGT) and AMGEN INC (AMGN). The fund showed a lot of confidence in some stocks as they added substantially to SPDR S&P 500 (SPY), BROOKFIELD CORPORATION and LINCOLN ELECTRIC HOLDINGS INC (LECO).
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Equity Portfolio Value
Last Reported on: 22 Oct, 2026
$360Million
  as of Oct 22, 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 0.67% in the last quarter. In trailing 12 months, it's portfolio return was -1.59%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares russell 2500 etf251,429
amgen inc203,168
New stocks bought by LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

Additions

Ticker% Inc.
spdr s&p 50049.42
brookfield corporation12.11
lincoln electric holdings inc8.49
pepsico inc8.45
asbury automotive group6.87
sky harbour group corp cl a6.11
hershey foods corp3.29
aflac inc3.12
Additions to existing portfolio by LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

Reductions

Ticker% Reduced
auto zone inc-20.35
phillips 66-12.17
lkq corporation-7.62
elevance health inc-7.24
canadian pacific kansas city l-7.05
colgate palmolive co-6.96
vulcan materials co-6.89
marinemax, inc.-6.08
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE reduced stake in above stock

Sold off

Ticker$ Sold
cardinal resources0.00
caterpillar inc del-212,980
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE got rid off the above stocks

Sector Distribution

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE has about 25.8% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Financial Services
  • Energy
  • Communication Services
  • Industrials
  • Consumer Defensive
  • Technology
  • Consumer Cyclical
  • Basic Materials
Sector%
Others25.8
Healthcare18.9
Financial Services18.4
Energy6.9
Communication Services6.6
Industrials6
Consumer Defensive5.9
Technology5.6
Consumer Cyclical4.7
Basic Materials1.2

Market Cap. Distribution

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE has about 63.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
  • SMALL-CAP
  • MICRO-CAP
Category%
LARGE-CAP43
UNALLOCATED25.8
MEGA-CAP20.3
MID-CAP6.1
SMALL-CAP2.4
MICRO-CAP2.4

Stocks belong to which Index?

About 62.3% 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 50056.4
Others37.7
RUSSELL 20005.9
Top 5 Winners (%)%
PSX
phillips 66
47.9 %
HZO
marinemax, inc.
41.5 %
MSFT
microsoft corp
37.4 %
TMO
thermo fisher corp
34.3 %
CRL
charles river labs int'l
29.3 %
Top 5 Winners ($)$
PSX
phillips 66
6.7 M
MSFT
microsoft corp
5.1 M
TMO
thermo fisher corp
4.6 M
CRL
charles river labs int'l
1.9 M
HZO
marinemax, inc.
1.8 M
Top 5 Losers (%)%
COHR
coherent, inc.
-27.0 %
TPL
texas pacific land corp
-25.5 %
CSTM
constellium se
-24.1 %
VMC
vulcan materials co
-16.5 %
MCD
mcdonalds corp
-14.5 %
Top 5 Losers ($)$
TPL
texas pacific land corp
-12.3 M
FITB
fifth third bancorp
-1.2 M
ABG
asbury automotive group
-1.0 M
brookfield corporation
-1.0 M
VMC
vulcan materials co
-0.9 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 49.5% of the portfolio is in top 10 stocks. TPL proved to be the most loss making stock for the portfolio. PSX was the most profitable stock for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE last quarter.

$360.09MTotal Value
61.00Positions
22 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE, last reported on 22 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGT
Ishares Russell 2500 Etf

Ishares Russell 2500 Etf

AGT
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's holding in Ishares Russell 2500 Etf over time
0.07%2,940
$251.4K
0.07%
new position
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%48,447
$2.16M
0.6%
increased 0.12 percentadded
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
$831.9K
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
1.04%31,578
$3.75M
1.04%
decreased 1.43 percentreduced