StockDriftsStockDriftsTop 50 Lawson Kroeker Investment Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TPL | Texas Pacific Land Corp | 13.36% | 110.1K | $48.2M | -2.46%(-2.78K) | $7.55(+4637.17%) | 2026-06-30 | |
| BRK.B | Berkshire Hathaway Inc Cl B | 6.12% | 44.1K | $22.1M | -3.62%(-1.66K) | $205.71(+143.71%) | 2026-06-30 | |
| AJG | Arthur J Gallagher & Co | 4.22% | 66.3K | $15.2M | -0.58%(-390) | $55.28(+348.55%) | 2026-06-30 | |
| GOOG | Alphabet Inc Cl C | 4.01% | 40.9K | $14.5M | -0.90%(-373) | $101.53(+237.48%) | 2026-06-30 | |
| PSX | Phillips 66 | 3.88% | 82.8K | $14.0M | -4.39%(-3.80K) | $79.61(+200.39%) | 2026-06-30 | |
| AFL | Aflac Inc | 3.85% | 118.5K | $13.9M | -2.53%(-3.08K) | $52.87(+130.16%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 3.81% | 36.8K | $13.7M | -0.53%(-195) | $83.86(+479.60%) | 2026-06-30 | |
| TMO | Thermo Fisher Corp | 3.76% | 27.1K | $13.6M | +101.01%(+13.60K) | $300.16(+96.63%) | 2026-06-30 | |
| FITB | Fifth Third Bancorp | 3.43% | 219.4K | $12.4M | -1.06%(-2.34K) | $30.90(+87.90%) | 2026-06-30 | |
| CB | Chubb Corp | 3.22% | 34.1K | $11.6M | -0.53%(-180) | $285.99(+20.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.70% | +50.89% | +9.23% | +55.51% |
| Top 20 Holdings Unweighted | +11.59% | +38.95% | +7.10% | +40.88% |
Lawson Kroeker Investment Management INC reports $360.64M in US-listed equity holdings across 59 positions in its most recent 13F filing. Its largest disclosed positions are TPL (13.4%), BRK.B (6.1%) and AJG (4.2%). The top 20 holdings account for 76.31% of reported assets. Its disclosed equity book has returned +50.89% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lawson Kroeker Investment Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1013701). View Lawson Kroeker Investment Management INC’s 13F filings on SEC