LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE — 13F holdings

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE reported 59 holdings worth $360M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

1. TPL TEXAS PACIFIC LAND CORPORATI — $36.0M (10.0%)
2. BRK.B BERKSHIRE HATHAWAY INC DEL — $21.6M (6.0%)
3. MSFT MICROSOFT CORP — $18.8M (5.2%)
4. PSX PHILLIPS 66 — $18.6M (5.2%)
5. TMO THERMO FISHER SCIENTIFIC INC — $17.9M (5.0%)
6. AJG GALLAGHER ARTHUR J & CO — $15.2M (4.2%)
7. GOOG ALPHABET INC — $13.8M (3.8%)
8. AFL AFLAC INC — $13.7M (3.8%)
9. LECO LINCOLN ELEC HLDGS INC — $11.6M (3.2%)
10. HCA HCA HEALTHCARE INC — $11.3M (3.1%)