Latest LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Stock Portfolio

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Performance:

2026 Q1: 4.63%YTD: 4.63%2025: -7.67%

Performance for 2026 Q1 is 4.63%, and YTD is 4.63%, and 2025 is -7.67%.

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

On 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE reported an equity portfolio of $343.1 Millions as of 31 Mar, 2026.

The top stock holdings of LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE are TPL, , PSX. The fund has invested 15.6% of it's portfolio in TEXAS PACIFIC LAND CORP and 6.4% of portfolio in BERKSHIRE HATHAWAY INC CL B.

The fund managers got completely rid off KEYSIGHT TECHNOLOGIES INC (KEYS), CIVITAS RESOURCES INC. (CIVI) and DIAGEO PLC ADR (DEO) stocks. They significantly reduced their stock positions in CONSTELLIUM SE (CSTM), SUNOPTA INC. (STKL) and COHERENT, INC. (COHR). The fund showed a lot of confidence in some stocks as they added substantially to ELEVANCE HEALTH INC (ANTX), PEPSICO INC (PEP) and MICROSOFT CORP (MSFT).

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 4.63% in the last quarter. In trailing 12 months, it's portfolio return was -6.4%.

Performance
S&P 500

New Buys

No new stocks were added by LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

Additions

Ticker	% Inc.
elevance health inc	83.95
pepsico inc	25.27
microsoft corp	8.63
fifth third bancorp	7.13
disney walt	4.29
arthur j gallagher & co	3.74
alphabet inc cl c	2.13
berkshire hathaway inc cl b	1.94

Additions to existing portfolio by LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

Reductions

Ticker	% Reduced
constellium se	-43.5
sunopta inc.	-34.78
coherent, inc.	-22.22
lincoln electric holdings inc	-17.04
phillips 66	-15.89
ishares core s&p 500 etf	-14.09
first national of nebraska inc	-13.33
hca healthcare inc	-12.8

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE reduced stake in above stock

Sold off

Ticker	$ Sold
civitas resources inc.	-2,685,890
keysight technologies inc	-4,223,300
diageo plc adr	-287,365

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.

Sector	%
Others	29.2
Financial Services	19
Healthcare	16.4
Industrials	6.9
Energy	6.5
Communication Services	6.1
Consumer Cyclical	5.3
Consumer Defensive	4.7
Technology	4.3
Basic Materials	1.5

Market Cap. Distribution

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE has about 54.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	38.9
UNALLOCATED	29.2
MEGA-CAP	15.2
MID-CAP	11.7
NANO-CAP	3.2
SMALL-CAP	1.1

Stocks belong to which Index?

About 57.6% of the stocks held by LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	51.3
Others	42.4
RUSSELL 2000	6.3

Top 5 Winners (%)		%
TPL	texas pacific land corp	64.8 %
STKL	sunopta inc.	58.3 %
PSX	phillips 66	37.9 %
CVX	chevron corp	35.6 %
COHR	coherent, inc.	25.8 %

Top 5 Winners ($)		$
TPL	texas pacific land corp	21.3 M
PSX	phillips 66	5.0 M
CVX	chevron corp	1.7 M
JNJ	johnson & johnson	1.7 M
HSY	hershey foods corp	1.3 M

Top 5 Losers (%)		%
BRKR	bruker corp	-23.3 %
MSFT	microsoft corp	-22.7 %
	dino polska sa adr	-20.6 %
ABT	abbott laboratories	-18.1 %
AJG	arthur j gallagher & co	-16.1 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-4.0 M
AJG	arthur j gallagher & co	-2.8 M
ANTX	elevance health inc	-1.7 M
DIS	disney walt	-1.6 M
ABG	asbury automotive group	-1.5 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 52.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. TPL was the most profitable stock for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE last quarter.

Last Reported on: 22 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.21	2,800	710,612	unchanged	0.00

ABBV	abbvie inc	0.11	1,768	384,522	unchanged	0.00

ABG	asbury automotive group	2.22	38,925	7,606,330	reduced	-2.96

ABT	abbott laboratories	0.08	2,597	266,634	unchanged	0.00

AFL	aflac inc	3.89	121,631	13,344,100	reduced	-1.8

AJG	arthur j gallagher & co	4.21	66,734	14,453,200	added	3.74

AMZN	amazon.com inc	0.10	1,600	333,232	reduced	-11.11

ANTX	elevance health inc	3.17	37,179	10,884,200	added	83.95

AZO	auto zone inc	0.17	172	580,978	unchanged	0.00

BAM	brookfield asset management lt	0.72	55,196	2,453,460	reduced	-0.65

BRKR	bruker corp	1.40	132,668	4,791,970	added	0.86

CB	chubb corp	3.25	34,242	11,160,500	reduced	-0.45

CFR	cullen/frost bankers, inc.	2.14	53,647	7,353,930	reduced	-0.14

CIVI	civitas resources inc.	0.00	0.00	0.00	sold off	-100

CL	colgate palmolive co	0.10	3,830	326,431	unchanged	0.00

CMRE	costamare inc. 8.50 preferred	0.24	30,893	821,754	unchanged	0.00

CNI	canadian national railway co	1.00	33,384	3,430,870	reduced	-2.34

COHR	coherent, inc.	0.10	1,400	333,494	reduced	-22.22

COST	costco wholesale corp	0.37	1,281	1,276,210	unchanged	0.00

CP	canadian pacific kansas city l	2.06	89,663	7,052,890	reduced	-4.83