LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Diversified Active

Location: Omaha, NE

CIK: 0001013701 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 22, 2026

Total Value: $343M (100.0% shares, 0.0% debt)

Holdings (59)

TPL Texas Pacific Land Corp 15.6%
Value $53.58M Shares 112,895 Share Price $474.56 Est. Cost/Share $244.67 Unrealized @ Report Date +94.0%
BRK/B Berkshire Hathaway Inc Cl B 6.4%
Value $21.93M Shares 45,772 Share Price $479.20 Est. Cost/Share $215.66 Unrealized @ Report Date +122.2%
PSX Phillips 66 4.6%
Value $15.78M Shares 86,599 Share Price $182.18 Est. Cost/Share $70.84 Unrealized @ Report Date +157.2%
AJG Arthur J Gallagher & Co 4.2%
Value $14.45M Shares 66,734 Share Price $216.58 Est. Cost/Share $220.30 Unrealized @ Report Date -1.7%
MSFT Microsoft Corp 4.0%
Value $13.69M Shares 36,982 Share Price $370.17 Est. Cost/Share $82.46 Unrealized @ Report Date +348.9%
AFL Aflac Inc 3.9%
Value $13.34M Shares 121,631 Share Price $109.71 Est. Cost/Share $49.03 Unrealized @ Report Date +123.8%
HCA HCA Healthcare Inc 3.5%
Value $12.12M Shares 25,614 Share Price $473.24 Est. Cost/Share $246.26 Unrealized @ Report Date +92.2%
GOOG Alphabet Inc Cl C 3.5%
Value $11.85M Shares 41,297 Share Price $286.86 Est. Cost/Share $101.24 Unrealized @ Report Date +183.3%
CB Chubb Corp 3.3%
Value $11.16M Shares 34,242 Share Price $325.93 Est. Cost/Share $275.21 Unrealized @ Report Date +18.4%
ELV Elevance Health Inc 3.2%
Value $10.88M Shares 37,179 Share Price $292.75 Est. Cost/Share $374.23 Unrealized @ Report Date -21.8%
JNJ Johnson & Johnson 3.1%
Value $10.8M Shares 44,171 Share Price $244.44 Est. Cost/Share $153.28 Unrealized @ Report Date +59.5%
HSY Hershey Foods Corp 3.1%
Value $10.65M Shares 51,214 Share Price $207.89 Est. Cost/Share $83.27 Unrealized @ Report Date +149.7%
FITB Fifth Third Bancorp 3.0%
Value $10.3M Shares 221,728 Share Price $46.46 Est. Cost/Share $30.74 Unrealized @ Report Date +51.1%
LECO Lincoln Electric Holdings Inc 3.0%
Value $10.17M Shares 40,840 Share Price $249.08 Est. Cost/Share $56.86 Unrealized @ Report Date +338.1%
DIS Disney Walt 2.7%
Value $9.126M Shares 94,684 Share Price $96.38 Est. Cost/Share $69.27 Unrealized @ Report Date +39.1%
NNI Nelnet 2.5%
Value $8.572M Shares 66,467 Share Price $128.96 Est. Cost/Share $87.89 Unrealized @ Report Date +46.7%
ABG Asbury Automotive Group 2.2%
Value $7.606M Shares 38,925 Share Price $195.41 Est. Cost/Share $220.77 Unrealized @ Report Date -11.5%
CFR Cullen/Frost Bankers, Inc. 2.1%
Value $7.354M Shares 53,647 Share Price $137.08 Est. Cost/Share $81.48 Unrealized @ Report Date +68.2%
CP Canadian Pacific Kansas City L 2.1%
Value $7.053M Shares 89,663 Share Price $78.66 Est. Cost/Share $77.48 Unrealized @ Report Date +1.5%
TMO Thermo Fisher Corp 1.9%
Value $6.616M Shares 13,461 Share Price $491.53 Est. Cost/Share $114.35 Unrealized @ Report Date +329.8%
CVX Chevron Corp 1.9%
Value $6.45M Shares 31,174 Share Price $206.90 Est. Cost/Share $96.81 Unrealized @ Report Date +113.7%
BN Brookfield Corporation 1.8%
Value $6.164M Shares 152,318 Share Price $40.47 Est. Cost/Share $27.25 Unrealized @ Report Date +48.5%
BRK/A Berkshire Hathaway Inc Cl A 1.7%
Value $5.745M Shares 8 Share Price $718140.00 Est. Cost/Share $385612.84 Unrealized @ Report Date +86.2%
PFE Pfizer Inc 1.6%
Value $5.359M Shares 190,858 Share Price $28.08 Est. Cost/Share $16.85 Unrealized @ Report Date +66.6%
VMC Vulcan Materials Co 1.5%
Value $5.3M Shares 19,462 Share Price $272.30 Est. Cost/Share $46.98 Unrealized @ Report Date +479.7%
CRL Charles River Labs Int'l 1.4%
Value $4.922M Shares 28,534 Share Price $172.50 Est. Cost/Share $225.27 Unrealized @ Report Date -23.4%
BRKR Bruker Corp 1.4%
Value $4.792M Shares 132,668 Share Price $36.12 Est. Cost/Share $51.21 Unrealized @ Report Date -29.5%
MSM MSC Industrial Direct Co. 1.1%
Value $3.761M Shares 40,761 Share Price $92.27 Est. Cost/Share $82.80 Unrealized @ Report Date +11.4%
HZO MarineMax, Inc. 1.0%
Value $3.511M Shares 129,762 Share Price $27.06 Est. Cost/Share $37.29 Unrealized @ Report Date -27.4%
CNI Canadian National Railway Co 1.0%
Value $3.431M Shares 33,384 Share Price $102.77 Est. Cost/Share $52.98 Unrealized @ Report Date +94.0%
LKQ LKQ Corporation 0.9%
Value $3.216M Shares 109,483 Share Price $29.37 Est. Cost/Share $34.69 Unrealized @ Report Date -15.3%
MCD McDonalds Corp 0.8%
Value $2.783M Shares 8,955 Share Price $310.79 Est. Cost/Share $73.70 Unrealized @ Report Date +321.7%
SKYH Sky Harbour Group Corp Cl A 0.8%
Value $2.622M Shares 272,319 Share Price $9.63 Est. Cost/Share $11.17 Unrealized @ Report Date -13.8%
BAM Brookfield Asset Management Lt 0.7%
Value $2.453M Shares 55,196 Share Price $44.45 Est. Cost/Share $28.20 Unrealized @ Report Date +57.6%
SPY SPDR S&P 500 0.4%
Value $1.476M Shares 2,270 Share Price $650.34 Est. Cost/Share $589.16 Unrealized @ Report Date +10.4%
PEP Pepsico Inc 0.4%
Value $1.309M Shares 8,428 Share Price $155.29 Est. Cost/Share $131.72 Unrealized @ Report Date +17.9%
COST Costco Wholesale Corp 0.4%
Value $1.276M Shares 1,281 Share Price $996.26 Est. Cost/Share $788.24 Unrealized @ Report Date +26.4%
CWGL Crimson Wine Group Ltd 0.3%
Value $1.12M Shares 253,937 Share Price $4.41 Est. Cost/Share $6.39 Unrealized @ Report Date -31.0%
KO Coca Cola Co 0.3%
Value $1.051M Shares 13,825 Share Price $76.05 Est. Cost/Share $51.76 Unrealized @ Report Date +46.9%
PG Procter & Gamble Co 0.3%
Value $963K Shares 6,669 Share Price $144.44 Est. Cost/Share $58.14 Unrealized @ Report Date +148.4%
DNOPY Dino Polska SA Adr 0.3%
Value $897K Shares 97,135 Share Price $9.23 Est. Cost/Share $40.40 Unrealized @ Report Date -77.2%
CMRE 8.5 PERP C Costamare Inc. 8.50 Preferred 0.2%
Value $822K Shares 30,893 Share Price $26.60 Est. Cost/Share $25.36 Unrealized @ Report Date —
CSTM Constellium SE 0.2%
Value $750K Shares 30,520 Share Price $24.58 Est. Cost/Share $13.80 Unrealized @ Report Date +78.1%
AAPL Apple Inc 0.2%
Value $711K Shares 2,800 Share Price $253.79 Est. Cost/Share $142.60 Unrealized @ Report Date +78.0%
NSRGY Nestle S.A. Spons ADR 0.2%
Value $642K Shares 6,580 Share Price $97.59 Est. Cost/Share $119.08 Unrealized @ Report Date -16.8%
AZO Auto Zone Inc 0.2%
Value $581K Shares 172 Share Price $3377.78 Est. Cost/Share $2462.78 Unrealized @ Report Date +37.2%
FINN First National of Nebraska Inc 0.1%
Value $429K Shares 26 Share Price $16502.08 Est. Cost/Share $12123.19 Unrealized @ Report Date +36.1%
WMT Walmart Inc 0.1%
Value $391K Shares 3,150 Share Price $124.28 Est. Cost/Share $55.45 Unrealized @ Report Date +124.1%
ABBV Abbvie Inc 0.1%
Value $385K Shares 1,768 Share Price $217.49 Est. Cost/Share $72.50 Unrealized @ Report Date +200.0%
COHR Coherent, Inc. 0.1%
Value $333K Shares 1,400 Share Price $238.21 Est. Cost/Share $99.69 Unrealized @ Report Date +138.9%
AMZN Amazon.com Inc 0.1%
Value $333K Shares 1,600 Share Price $208.27 Est. Cost/Share $183.58 Unrealized @ Report Date +13.5%
WPM Wheaton Precious Metals Corp 0.1%
Value $328K Shares 2,500 Share Price $131.01 Est. Cost/Share $84.09 Unrealized @ Report Date +55.8%
IVV iShares Core S&P 500 ETF 0.1%
Value $327K Shares 500 Share Price $653.21 Est. Cost/Share $591.91 Unrealized @ Report Date +10.4%
CL Colgate Palmolive Co 0.1%
Value $326K Shares 3,830 Share Price $85.23 Est. Cost/Share $44.38 Unrealized @ Report Date +92.0%
D Dominion Energy, Inc. 0.1%
Value $321K Shares 5,190 Share Price $61.82 Est. Cost/Share $38.57 Unrealized @ Report Date +60.3%
NEE Nextera Energy Inc 0.1%
Value $279K Shares 3,000 Share Price $92.88 Est. Cost/Share $57.15 Unrealized @ Report Date +62.5%
ABT Abbott Laboratories 0.1%
Value $267K Shares 2,597 Share Price $102.67 Est. Cost/Share $61.65 Unrealized @ Report Date +66.5%
STKL SunOpta Inc. 0.1%
Value $243K Shares 37,500 Share Price $6.48 * Est. Cost/Share $5.87 Unrealized @ Report Date -12.1%
— Cardinal Resources 0.0%
Value $0 Shares 100,000 Share Price $0.00 Est. Cost/Share — Unrealized @ Report Date —