Fund Universe

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☆LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

CIK 0001013701 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.443
AUM ($M)
361
Positions
59
Turnover
0.09
Top-10 wt
50%
Herfindahl
0.043
History (qtrs)
6
Excess Return
-6.8%

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Quarter
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Security type

Holdings · 61 positions · portfolio value $361M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆TPL funds › Texas Pacific Land Corp TRIM — 13.4% -2.3% 48.2 110,114 -2,781 5 —
☆BRKB funds › Berkshire Hathaway Inc Cl B TRIM — 6.1% -0.3% 22.1 44,113 -1,659 5 —
☆AJG funds › Arthur J Gallagher & Co TRIM — 4.2% +0.0% 15.2 66,344 -390 5 —
☆GOOG funds › Alphabet Inc Cl C TRIM — 4.0% +0.6% 14.5 40,924 -373 5 —
☆PSX funds › Phillips 66 TRIM — 3.9% -0.7% 14.0 82,799 -3,800 5 —
☆AFL funds › Aflac Inc TRIM Common Stock 3.9% -0.0% 13.9 118,548 -3,083 5 —
☆MSFT funds › Microsoft Corp TRIM — 3.8% -0.2% 13.7 36,787 -195 5 —
☆TMO funds › Thermo Fisher Corp ADD — 3.8% +1.8% 13.6 27,058 +13,597 5 —
☆FITB funds › Fifth Third Bancorp TRIM — 3.4% +0.4% 12.4 219,387 -2,341 5 —
☆CB funds › Chubb Corp TRIM — 3.2% -0.0% 11.6 34,062 -180 4 +4.1%
☆JNJ funds › Johnson & Johnson TRIM — 3.1% -0.1% 11.0 43,491 -680 5 —
☆FRFHF funds › Fairfax Financial Holdings NEW — 3.0% +3.0% 10.8 6,575 +6,575 1 -14.0%
☆LECO funds › Lincoln Electric Holdings Inc TRIM — 3.0% +0.0% 10.8 40,540 -300 5 —
☆HCA funds › HCA Healthcare Inc ADD — 2.9% -0.7% 10.3 26,383 +769 5 —
☆ELV funds › Elevance Health Inc TRIM — 2.6% -0.6% 9.4 24,199 -12,980 5 —
☆DIS funds › Disney Walt TRIM — 2.5% -0.2% 9.0 93,846 -838 5 —
☆HSY funds › Hershey Foods Corp TRIM — 2.5% -0.6% 8.9 50,979 -235 5 —
☆PEP funds › Pepsico Inc ADD — 2.5% +2.1% 8.9 65,813 +57,385 5 —
☆NNI funds › Nelnet TRIM — 2.4% -0.1% 8.8 66,047 -420 5 —
☆CFR funds › Cullen/Frost Bankers, Inc. TRIM — 2.3% +0.1% 8.2 53,268 -379 5 —
☆CP funds › Canadian Pacific Kansas City L TRIM — 2.2% +0.1% 7.8 89,538 -125 5 —
☆ABG funds › Asbury Automotive Group TRIM — 1.9% -0.4% 6.7 33,426 -5,499 5 —
☆BN funds › Brookfield Corporation TRIM — 1.8% -0.0% 6.5 151,867 -451 5 —
☆CRL funds › Charles River Labs Int'l TRIM — 1.8% +0.3% 6.4 28,004 -530 5 —
☆VMC funds › Vulcan Materials Co TRIM — 1.6% +0.0% 5.7 19,152 -310 5 —
☆BRKR funds › Bruker Corp TRIM — 1.5% +0.1% 5.6 92,502 -40,166 5 —
☆CUSIP:084670108 funds › Berkshire Hathaway Inc Cl A TRIM — 1.5% -0.2% 5.2 7 -1 5 —
☆CVX funds › Chevron Corp TRIM — 1.4% -0.5% 5.1 30,799 -375 5 —
☆HZO funds › MarineMax, Inc. TRIM — 1.2% +0.2% 4.3 117,752 -12,010 5 —
☆PFE funds › Pfizer Inc TRIM — 1.2% -0.4% 4.2 174,686 -16,172 5 —
☆CNI funds › Canadian National Railway Co TRIM — 1.1% +0.1% 3.8 32,036 -1,348 5 —
☆SKYH funds › Sky Harbour Group Corp Cl A ADD — 0.8% -0.0% 2.8 280,089 +7,770 5 —
☆LKQ funds › LKQ Corporation TRIM — 0.7% -0.2% 2.5 96,247 -13,236 5 —
☆MCD funds › McDonalds Corp HOLD — 0.7% -0.1% 2.4 8,955 +0 5 —
☆BAM funds › Brookfield Asset Management Lt TRIM — 0.6% -0.1% 2.2 48,387 -6,809 5 —
☆SPY funds › SPDR S&P 500 ADD — 0.5% +0.0% 1.7 2,315 +45 5 —
☆COST funds › Costco Wholesale Corp TRIM — 0.3% -0.0% 1.2 1,260 -21 5 —
☆CWGL funds › Crimson Wine Group Ltd TRIM — 0.3% -0.0% 1.1 252,267 -1,670 5 —
☆KO funds › Coca Cola Co TRIM — 0.3% -0.0% 1.1 13,490 -335 5 —
☆PG funds › Procter & Gamble Co TRIM — 0.3% -0.0% 1.0 6,488 -181 5 —
☆CMREPRC funds › Costamare Inc. 8.50 Preferred HOLD — 0.2% -0.0% 0.8 30,893 +0 5 —
☆CSTM funds › Constellium SE TRIM — 0.2% +0.0% 0.8 25,120 -5,400 5 —
☆DNOPY funds › Dino Polska SA Adr ADD — 0.2% -0.1% 0.7 98,135 +1,000 5 —
☆AAPL funds › Apple Inc TRIM — 0.2% -0.0% 0.7 2,550 -250 5 —
☆COHR funds › Coherent, Inc. HOLD — 0.2% +0.1% 0.6 1,400 +0 4 +228.3%
☆AZO funds › Auto Zone Inc HOLD — 0.2% -0.0% 0.5 172 +0 5 —
☆ABBV funds › Abbvie Inc TRIM — 0.1% +0.0% 0.4 1,758 -10 5 —
☆FINN funds › First National of Nebraska Inc TRIM — 0.1% -0.0% 0.4 21 -5 5 —
☆AMZN funds › Amazon.com Inc HOLD — 0.1% +0.0% 0.4 1,600 +0 5 —
☆IVV funds › iShares Core S&P 500 ETF HOLD — 0.1% +0.0% 0.4 500 +0 5 —
☆NSRGY funds › Nestle S.A. Spons ADR TRIM — 0.1% -0.1% 0.4 3,630 -2,950 5 —
☆WMT funds › Walmart Inc HOLD — 0.1% -0.0% 0.4 3,150 +0 5 —
☆CL funds › Colgate Palmolive Co TRIM — 0.1% -0.0% 0.3 3,580 -250 5 —
☆D funds › Dominion Energy, Inc. TRIM — 0.1% -0.0% 0.3 4,730 -460 5 —
☆WPM funds › Wheaton Precious Metals Corp HOLD — 0.1% -0.0% 0.3 2,500 +0 5 +29.1%
☆NEE funds › Nextera Energy Inc HOLD — 0.1% -0.0% 0.3 3,000 +0 5 —
☆ABT funds › Abbott Laboratories TRIM — 0.1% -0.0% 0.2 2,522 -75 5 —
☆CAT funds › Caterpillar Inc Del NEW — 0.1% +0.1% 0.2 200 +200 1 -27.0%
☆MSM funds › MSC Industrial Direct Co. EXIT — 0.0% -1.1% 0.0 0 -40,761 0 —
☆CUSIP:14153Q108 funds › Cardinal Resources HOLD — 0.0% +0.0% 0.0 100,000 +0 0 —
☆CUSIP:8676EP108 funds › SunOpta Inc. EXIT — 0.0% -0.1% 0.0 0 -37,500 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 361 59 0.09 50% 0.043 0.442 — in
2026Q1 343 59 0.09 52% 0.049 0.465 — in
2025Q4 336 62 0.23 49% 0.037 0.164 — in
2025Q3 548 99 0.06 42% 0.028 0.455 — in
2025Q2 538 97 0.06 42% 0.028 0.507 — entered
2025Q1 542 89 0.00 44% 0.032 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status