account_balance
Investment manager · 13F filer · SEC CIK 1013701
Lawson Kroeker Investment Management Inc
Reported value$361Mas of Jun 30, 2026
Positions59 2 new, 2 sold out
Top 10 weight49.7%TPL alone is 13%
FiledJul 2828 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TPLTexas Pacific Land Corp
13.4%Trimmed −2%
BRK-BBerkshire Hathaway Inc Cl B
6.1%Trimmed −4%
AJGArthur J Gallagher & Co
4.2%
GOOGAlphabet Inc Cl C
4.0%
PSXPhillips 66
3.9%Trimmed −4%
AFLAflac Inc
3.9%Trimmed −3%
MSFTMicrosoft Corp
3.8%
TMOThermo Fisher Corp
3.8%Added +101%
FITBFifth Third Bancorp
3.4%
CBChubb Corp
3.2%
JNJJohnson & Johnson
3.1%
FRFHFFairfax Financial Holdings
3.0%New
TPLTexas Pacific Land Corp
13.4%Trimmed −2%
BRK-B6.1%AJG4.2%GOOG4.0%PSX3.9%AFL3.9%MSFT3.8%TMO3.8%FITB3.4%CB3.2%JNJ3.1%FRFHF3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TPL Texas Pacific Land Corp 13.4% Trimmed −2%BRK-B Berkshire Hathaway Inc Cl B 6.1% Trimmed −4%AJG Arthur J Gallagher & Co 4.2% HeldGOOG Alphabet Inc Cl C 4.0% HeldPSX Phillips 66 3.9% Trimmed −4%AFL Aflac Inc 3.9% Trimmed −3%MSFT Microsoft Corp 3.8% HeldTMO Thermo Fisher Corp 3.8% Added +101%FITB Fifth Third Bancorp 3.4% HeldCB Chubb Corp 3.2% HeldJNJ Johnson & Johnson 3.1% HeldFRFHF Fairfax Financial Holdings 3.0% New
What changed