LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Q3 2026 Filing

Filed October 22, 2026

Portfolio Value

$53.8B

Holdings

Report Date

Q3 2026

Filing Type

13F-HR

All Holdings (59 positions)

#	Stock	Shares	Value	% Portfolio
1	FITBFifth Third Bancorp	212,067	$10.7B	19.94%
2	CPCanadian Pacific Kansas City L	83,223	$7.1B	13.16%
3	BNBrookfield Corporation	170,264	$6.2B	11.54%
4	HZOMarineMax, Inc.	110,597	$5.8B	10.75%
5	BRKRBruker Corp	87,582	$5.7B	10.54%
6	PFEPfizer Inc	169,881	$4.8B	9.01%
7	SKYHSky Harbour Group Corp Cl A	297,214	$2.8B	5.23%
8	BAMBrookfield Asset Management Lt	48,447	$2.2B	4.01%
9	LKQ1LKQ Corporation	88,909	$2.0B	3.77%
10	KOCoca Cola Co	13,490	$1.2B	2.16%
11	CWGLCrimson Wine Group Ltd	250,142	$1.1B	1.97%
12	DNOPYDino Polska SA Adr	98,135	$893.0M	1.66%
13	CMRECostamare Inc. 8.50 Preferred	30,893	$831.9M	1.55%
14	CSTMConstellium SE	25,120	$607.7M	1.13%
15	NSRGYNestle S.A. Spons ADR	3,505	$319.1M	0.59%
16	DDominion Energy, Inc.	4,730	$286.3M	0.53%
17	CLColgate Palmolive Co	3,331	$284.2M	0.53%
18	SMMDiShares Russell 2500 ETF	2,940	$251.4M	0.47%
19	ABTAbbott Laboratories	2,522	$249.2M	0.46%
20	NEENextera Energy Inc	3,000	$227.2M	0.42%
21	TPLTexas Pacific Land Corp	110,359	$36.0M	0.07%
22	BRK/BBerkshire Hathaway Inc Cl B	43,364	$21.6M	0.04%
23	MSFTMicrosoft Corp	36,651	$18.8M	0.03%
24	PSXPhillips 66	72,723	$18.6M	0.03%
25	TMOThermo Fisher Corp	26,485	$17.9M	0.03%
26	AJGArthur J Gallagher & Co	66,540	$15.2M	0.03%
27	GOOGAlphabet Inc Cl C	40,562	$13.8M	0.03%
28	AFLAflac Inc	122,244	$13.7M	0.03%
29	LECOLincoln Electric Holdings Inc	43,981	$11.6M	0.02%
30	HCAHCA Healthcare Inc	26,403	$11.3M	0.02%
31	JNJJohnson & Johnson	41,778	$11.1M	0.02%
32	CBChubb Corp	33,052	$10.8M	0.02%
33	FFHFairfax Financial Holdings	6,571	$10.3M	0.02%
34	DISDisney Walt	93,878	$9.8M	0.02%
35	PEPPepsico Inc	71,372	$9.0M	0.02%
36	ELVElevance Health Inc	22,446	$8.7M	0.02%
37	HSYHershey Foods Corp	52,657	$8.3M	0.02%
38	NIJNelnet	64,841	$8.0M	0.01%
39	CRLCharles River Labs Int'l	26,634	$7.9M	0.01%
40	CFRCullen/Frost Bankers, Inc.	51,393	$7.8M	0.01%
41	CVXChevron Corp	30,217	$6.2M	0.01%
42	AWGAsbury Automotive Group	35,723	$6.2M	0.01%
43	BRK-BBerkshire Hathaway Inc Cl A	7	$5.2M	0.01%
44	VMCVulcan Materials Co	17,832	$4.4M	0.01%
45	CNRCanadian National Railway Co	31,578	$3.8M	0.01%
46	SPYSPDR S&P 500	3,459	$2.6M	0.00%
47	MCDMcDonalds Corp	8,865	$2.0M	0.00%
48	COSTCostco Wholesale Corp	1,210	$1.1M	0.00%
49	PGProcter & Gamble Co	6,488	$943K	0.00%
50	AAPLApple Inc	2,500	$833K	0.00%
51	ABBVAbbvie Inc	1,758	$460K	0.00%
52	FINNFirst National of Nebraska Inc	21	$403K	0.00%
53	COHRCoherent, Inc.	1,400	$403K	0.00%
54	AMZNAmazon.com Inc	1,600	$399K	0.00%
55	AZOAuto Zone Inc	137	$388K	0.00%
56	IVViShares Core S&P 500 ETF	500	$383K	0.00%
57	WPMWheaton Precious Metals Corp	2,500	$334K	0.00%
58	WMTWalmart Inc	3,150	$327K	0.00%
59	AMGNAmgen Inc	482	$203K	0.00%