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Lawson Kroeker Investment Management Inc.

CIK 1013701 · latest 13F filed 22 October 2026 · Read the filing on EDGAR

Lawson Kroeker Investment Management Inc. reported 59 US-listed holdings worth $360.1 million in its 13F for the quarter ended 30 September 2026, filed 22 October 2026. Its largest: Texas Pacific Land Corp. (10.0%), Berkshire Hathaway Inc. Class B (6.0%) and Microsoft Corp. (5.2%). Against the quarter before, it opened 2 positions, added to 11, trimmed 27 and sold out of 2.

Reported holdings$360.1M-0.2% on Q2 2026
Positions59as many as Q2 2026
The largest ten49.5%of its reported holdings
Latest 13FQ3 2026filed 22 October 2026
Where the money is
Added toHeldTrimmed
TPL10.0%BRKB6.0%MSFT5.2%PSX5.2%TMO5.0%AJG4.2%GOOG3.8%AFL3.8%LECO3.2%HCA3.1%JNJ3.1%CB3.0%FITB3.0%FRFHF2.9%45 more38.6%

The 14 largest of its 59 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $548.8 million in 88 positions$549MQ3 24Q4 2024: $531.1 million in 91 positions$531MQ4 24Q1 2025: $541.9 million in 89 positions$542MQ1 25Q2 2025: $537.6 million in 97 positions$538MQ2 25Q3 2025: $547.6 million in 99 positions$548MQ3 25Q4 2025: $336.0 million in 62 positions$336MQ4 25Q1 2026: $343.1 million in 59 positions$343MQ1 26Q2 2026: $360.6 million in 59 positions$361MQ2 26Q3 2026: $360.1 million in 59 positions$360MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +15.6% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +15.6%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 2Added 11Held 19Trimmed 27Sold out 2
Opened: 2Added: 11Held: 19Trimmed: 27Sold out: 2

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 2

  1. iShares Trust SMMD$251,429
  2. Amgen Inc. AMGN$203,168

Added to 11

  1. Lincoln Electric Holdings Inc. LECO+3,441 shares · +8%
  2. SPDR S&P 500 SPY+1,144 shares · +49%
  3. PepsiCo Inc. PEP+5,559 shares · +8%
  4. Brookfield Corporation BN+18,397 shares · +12%
  5. Aflac Inc. AFL+3,696 shares · +3%
  6. Asbury Automotive Group Inc. ABG+2,297 shares · +7%
  7. Hershey Co. HSY+1,678 shares · +3%
  8. Sky Harbour Group Corporatio SKYH+17,125 shares · +6%

and 3 more in the table below

Trimmed 27

  1. Phillips 66 PSX-10,076 shares · -12%
  2. Elevance Health, Inc. ELV-1,753 shares · -7%
  3. Canadian Pacific Kansas City Ltd. CP-6,315 shares · -7%
  4. Johnson & Johnson JNJ-1,713 shares · -4%
  5. Charles River Laboratories International, Inc. CRL-1,370 shares · -5%
  6. Thermo Fisher Scientific Inc. TMO-573 shares · -2%
  7. Marinemax Inc. HZO-7,155 shares · -6%
  8. Berkshire Hathaway Inc. Class B BRKB-749 shares · -2%

and 19 more in the table below

Sold out of 2

  1. Caterpillar Inc. CAT$212,980 last quarter
  2. Cardinal Resources$0 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Texas Pacific Land Corp. TPL110.4K$36.0 million9.99%+245
Berkshire Hathaway Inc. Class B BRKB43.4K$21.6 million6.00%-749
Microsoft Corp. MSFT36.7K$18.8 million5.22%-136
Phillips 66 PSX72.7K$18.6 million5.16%-10.1K
Thermo Fisher Scientific Inc. TMO26.5K$17.9 million4.97%-573
Arthur J. Gallagher & Co. AJG66.5K$15.2 million4.22%+196
Alphabet Inc. GOOG40.6K$13.8 million3.84%-362
Aflac Inc. AFL122.2K$13.7 million3.79%+3.7K
Lincoln Electric Holdings Inc. LECO44.0K$11.6 million3.23%+3.4K
HCA Healthcare, Inc. HCA26.4K$11.3 million3.13%+20
Johnson & Johnson JNJ41.8K$11.1 million3.07%-1.7K
Chubb Ltd. CB33.1K$10.8 million2.99%-1.0K
Fifth Third Bancorp FITB212.1K$10.7 million2.98%-7.3K
Fairfax Finl Hldgs Ltd Sub VTG FRFHF6.6K$10.3 million2.86%-4
Walt Disney Co. DIS93.9K$9.8 million2.73%+32
PepsiCo Inc. PEP71.4K$9.0 million2.51%+5.6K
Elevance Health, Inc. ELV22.4K$8.7 million2.42%-1.8K
Hershey Co. HSY52.7K$8.3 million2.30%+1.7K
Nelnet, Inc. NNI64.8K$8.0 million2.22%-1.2K
Charles River Laboratories International, Inc. CRL26.6K$7.9 million2.18%-1.4K
Cullen/Frost Bankers, Inc. CFR51.4K$7.8 million2.18%-1.9K
Canadian Pacific Kansas City Ltd. CP83.2K$7.1 million1.97%-6.3K
Brookfield Corporation BN170.3K$6.2 million1.72%+18.4K
Chevron Corp. CVX30.2K$6.2 million1.71%-582
Asbury Automotive Group Inc. ABG35.7K$6.2 million1.71%+2.3K
Marinemax Inc. HZO110.6K$5.8 million1.61%-7.2K
Bruker Corp. BRKR87.6K$5.7 million1.57%-4.9K
Berkshire Hathaway Inc. Del7$5.2 million1.45%no change
Pfizer Inc. PFE169.9K$4.8 million1.35%-4.8K
Vulcan Materials Co. VMC17.8K$4.4 million1.21%-1.3K
Canadian Natl Ry Co. CNI31.6K$3.8 million1.04%-458
Sky Harbour Group Corporatio SKYH297.2K$2.8 million0.78%+17.1K
SPDR S&P 500 SPY3.5K$2.6 million0.73%+1.1K
Brookfield Asset Management Ltd. BAM48.4K$2.2 million0.60%+60
McDonald's Corp. MCD8.9K$2.0 million0.57%-90
LKQ Corp. LKQ88.9K$2.0 million0.56%-7.3K
Coca-Cola Co. KO13.5K$1.2 million0.32%no change
Costco Wholesale Corp. COST1.2K$1.1 million0.31%-50
Crimson Wine Group CWGL250.1K$1.1 million0.29%-2.1K
Procter & Gamble Co. PG6.5K$942,5770.26%no change
Dino Polska SA Adr DNOPY98.1K$893,0290.25%no change
Apple Inc. AAPL2.5K$832,5500.23%-50
Costamare Inc. 8.50 Preferred CMREPRC30.9K$831,9480.23%no change
Constellium SE CSTM25.1K$607,6530.17%no change
AbbVie Inc. ABBV1.8K$459,8750.13%no change
First National of Nebraska Inc FINN21$403,2000.11%no change
Coherent Corp. COHR1.4K$402,9340.11%no change
Amazon.com Inc. AMZN1.6K$398,6400.11%no change
Autozone Inc. AZO137$387,7130.11%-35
iShares Core S&P 500 ETF IVV500$382,9250.11%no change
Wheaton Precious Metals Corp. WPM2.5K$334,3000.09%no change
Walmart Inc. WMT3.1K$327,3480.09%no change
Nestle SA Sponsored ADR Repstg Reg SHS NSRGY3.5K$319,1210.09%-125
Dominion Energy, Inc. D4.7K$286,2600.08%no change
Colgate-Palmolive Co. CL3.3K$284,2010.08%-249
iShares Trust SMMD2.9K$251,4290.07%new
Abbott Laboratories ABT2.5K$249,2490.07%no change
NextEra Energy Inc. NEE3.0K$227,2200.06%no change
Amgen Inc. AMGN482$203,1680.06%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.