Lawson Kroeker Investment Management Inc reported 51 positions worth $350.61M for the quarter ended Sep 30, 2026, down 0.5% on the prior quarter. It opened 1 new position, added to 12, trimmed 26 and exited 1. Its largest holding is Texas Pacific Land Corp at 10.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LECO Lincoln Electric Holdings Inc | +3,441 | +8.5% | $910.42K | 3.32% |
| PEP Pepsico Inc | +5,559 | +8.4% | $704.44K | 2.58% |
| BN BROOKFIELD Corp | +18.4K | +12.1% | $670.75K | 1.77% |
| AFL Aflac Inc | +3,696 | +3.1% | $413.14K | 3.9% |
| ABG Asbury Automotive Group Inc | +2,297 | +6.9% | $395.77K | 1.76% |
| HSY Hershey Co | +1,678 | +3.3% | $264.47K | 2.37% |
| AMGN Amgen Inc | +482 | – | $203.17K | 0.058% |
| SKYH Sky Harbour Group Corp | +17.1K | +6.1% | $162.17K | 0.803% |
| TPL Texas Pacific Land Corp | +245 | +0.2% | $79.83K | 10.26% |
| AJG Arthur J. Gallagher & Co. | +196 | +0.3% | $44.71K | 4.33% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PSX Phillips 66 | -10.1K | -12.2% | $2.57M | 5.3% |
| ELV Elevance Health, Inc. | -1,753 | -7.2% | $681.60K | 2.49% |
| CP Canadian Pacific Kansas City Ltd | -6,315 | -7.1% | $537.41K | 2.02% |
| JNJ Johnson & Johnson | -1,713 | -3.9% | $453.50K | 3.15% |
| CRL Charles River Laboratories International, Inc. | -1,370 | -4.9% | $404.16K | 2.24% |
| TMO Thermo Fisher Scientific Inc. | -573 | -2.1% | $386.80K | 5.1% |
| HZO Marinemax Inc | -7,155 | -6.1% | $374.21K | 1.65% |
| BRK-B Berkshire Hathaway Inc | -749 | -1.7% | $372.96K | 6.16% |
| FITB Fifth Third Bancorp | -7,320 | -3.3% | $370.25K | 3.06% |
| CB Chubb Ltd | -1,010 | -3.0% | $328.50K | 3.07% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMGN Amgen Inc | +482 | $203.17K | 0.058% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CAT Caterpillar Inc | -200 | $212.98K | 0.06% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TPL Texas Pacific Land Corp | Real Estate | 110.4K | $35.96M | 10.26% | +245 | +0.2% | Added | 0.16% |
| 2 | BRK-B Berkshire Hathaway Inc | Financial Services | 43.4K | $21.59M | 6.16% | -749 | -1.7% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 36.7K | $18.80M | 5.36% | -136 | -0.4% | Reduced | 0% |
| 4 | PSX Phillips 66 | Energy | 72.7K | $18.57M | 5.3% | -10.1K | -12.2% | Reduced | 0.02% |
| 5 | TMO Thermo Fisher Scientific Inc. | Healthcare | 26.5K | $17.88M | 5.1% | -573 | -2.1% | Reduced | 0.01% |
| 6 | AJG Arthur J. Gallagher & Co. | Financial Services | 66.5K | $15.18M | 4.33% | +196 | +0.3% | Added | 0.03% |
| 7 | GOOG Alphabet Inc. | Technology | 40.6K | $13.82M | 3.94% | -362 | -0.9% | Reduced | 0% |
| 8 | AFL Aflac Inc | Financial Services | 122.2K | $13.66M | 3.9% | +3,696 | +3.1% | Added | 0.02% |
| 9 | LECO Lincoln Electric Holdings Inc | Industrials | 44.0K | $11.64M | 3.32% | +3,441 | +8.5% | Added | 0.08% |
| 10 | HCA HCA Healthcare, Inc. | Healthcare | 26.4K | $11.27M | 3.21% | +20 | +0.1% | Added | 0.01% |
| 11 | JNJ Johnson & Johnson | Healthcare | 41.8K | $11.06M | 3.15% | -1,713 | -3.9% | Reduced | 0% |
| 12 | CB Chubb Ltd | Financial Services | 33.1K | $10.75M | 3.07% | -1,010 | -3.0% | Reduced | 0.01% |
| 13 | FITB Fifth Third Bancorp | Financial Services | 212.1K | $10.73M | 3.06% | -7,320 | -3.3% | Reduced | 0.02% |
| 14 | FRFHF Fairfax Financial Holdings Ltd/ Can | Financial Services | 6,571 | $10.29M | 2.93% | -4 | -0.1% | Reduced | 0.03% |
| 15 | DIS Walt Disney Co | Communication Services | 93.9K | $9.85M | 2.81% | +32 | +0.0% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Lawson Kroeker Investment Management.
As of its Q3 2026 13F filing, Lawson Kroeker Investment Management Inc’s five largest positions were Texas Pacific Land Corp (TPL) at 10.3%, Berkshire Hathaway Inc (BRK-B) at 6.2%, Microsoft Corp (MSFT) at 5.4%, Phillips 66 (PSX) at 5.3%, Thermo Fisher Scientific Inc. (TMO) at 5.1% of the reported portfolio.
Lawson Kroeker Investment Management Inc reported a 13F portfolio worth $350.61M across 51 positions for Q3 2026. That is down 0.5% from the previous quarter.
Its largest purchases by value were Lincoln Electric Holdings Inc ($910.42K), Pepsico Inc ($704.44K), BROOKFIELD Corp ($670.75K). It opened 1 new positions.
Its largest sales by value were Phillips 66 ($2.57M), Elevance Health, Inc. ($681.60K), Canadian Pacific Kansas City Ltd ($537.41K). It exited 1 positions entirely.
From the Form 13F-HR reports Lawson Kroeker Investment Management Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.