LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
OMAHA NE · SEC CIK 0001013701
$3.61亿2026Q2 申报市值
59持仓数
49.7%前十大占比 · 第一大 13.4%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
Fairfax Financia 新建仓+$1,082.78万
PEP 加仓+$776.99万
TMO 加仓+$681.70万
HCA 加仓+$29.98万
CAT 新建仓+$21.30万
2026Q2 卖出最多 按季末市值估算
ELV 减仓-$501.98万
MSM 清仓-$376.10万
BRKR 减仓-$241.72万
TPL 减仓-$121.71万
ABG 减仓-$110.57万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TPL | Texas Pacific Land Corp | $4,819.03万 | 13.36% | 110,114 | -2,781 | -2.5% | -$121.71万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $2,207.37万 | 6.12% | 44,113 | -1,659 | -3.6% | -$83.01万 | 减仓 |
| AJG | Arthur J Gallagher & Co | $1,523.06万 | 4.22% | 66,344 | -390 | -0.6% | -$8.95万 | 减仓 |
| GOOG | Alphabet Inc Cl C | $1,445.97万 | 4.01% | 40,924 | -373 | -0.9% | -$13.18万 | 减仓 |
| PSX | Phillips 66 | $1,399.72万 | 3.88% | 82,799 | -3,800 | -4.4% | -$64.24万 | 减仓 |
| AFL | Aflac Inc | $1,389.98万 | 3.85% | 118,548 | -3,083 | -2.5% | -$36.15万 | 减仓 |
| MSFT | Microsoft Corp | $1,372.23万 | 3.81% | 36,787 | -195 | -0.5% | -$7.27万 | 减仓 |
| TMO | Thermo Fisher Corp | $1,356.58万 | 3.76% | 27,058 | 13,597 | 101.0% | $681.70万 | 加仓 |
| FITB | Fifth Third Bancorp | $1,236.68万 | 3.43% | 219,387 | -2,341 | -1.1% | -$13.20万 | 减仓 |
| CB | Chubb Corp | $1,160.63万 | 3.22% | 34,062 | -180 | -0.5% | -$6.13万 | 减仓 |
| JNJ | Johnson & Johnson | $1,104.54万 | 3.06% | 43,491 | -680 | -1.5% | -$17.27万 | 减仓 |
| — | Fairfax Financial Holdings | $1,082.78万 | 3.00% | 6,575 | 6,575 | — | $1,082.78万 | 新建仓 |
| LECO | Lincoln Electric Holdings Inc | $1,076.38万 | 2.98% | 40,540 | -300 | -0.7% | -$7.97万 | 减仓 |
| HCA | HCA Healthcare Inc | $1,028.65万 | 2.85% | 26,383 | 769 | 3.0% | $29.98万 | 加仓 |
| ELV | Elevance Health Inc | $935.85万 | 2.59% | 24,199 | -12,980 | -34.9% | -$501.98万 | 减仓 |
| DIS | Disney Walt | $903.27万 | 2.50% | 93,846 | -838 | -0.9% | -$8.07万 | 减仓 |
| HSY | Hershey Foods Corp | $894.43万 | 2.48% | 50,979 | -235 | -0.5% | -$4.12万 | 减仓 |
| PEP | Pepsico Inc | $891.11万 | 2.47% | 65,813 | 57,385 | 680.9% | $776.99万 | 加仓 |
| NNI | Nelnet | $880.60万 | 2.44% | 66,047 | -420 | -0.6% | -$5.60万 | 减仓 |
| CFR | Cullen/Frost Bankers, Inc. | $823.10万 | 2.28% | 53,268 | -379 | -0.7% | -$5.86万 | 减仓 |
| CP | Canadian Pacific Kansas City L | $775.85万 | 2.15% | 89,538 | -125 | -0.1% | -$1.08万 | 减仓 |
| ABG | Asbury Automotive Group | $672.13万 | 1.86% | 33,426 | -5,499 | -14.1% | -$110.57万 | 减仓 |
| BN | Brookfield Corporation | $646.80万 | 1.79% | 151,867 | -451 | -0.3% | -$1.92万 | 减仓 |
| CRL | Charles River Labs Int'l | $635.10万 | 1.76% | 28,004 | -530 | -1.9% | -$12.02万 | 减仓 |
| VMC | Vulcan Materials Co | $565.00万 | 1.57% | 19,152 | -310 | -1.6% | -$9.15万 | 减仓 |
| BRKR | Bruker Corp | $556.68万 | 1.54% | 92,502 | -40,166 | -30.3% | -$241.72万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc Cl A | $524.20万 | 1.45% | 7 | -1 | -12.5% | -$74.89万 | 减仓 |
| CVX | Chevron Corp | $510.52万 | 1.42% | 30,799 | -375 | -1.2% | -$6.22万 | 减仓 |
| HZO | MarineMax, Inc. | $431.21万 | 1.20% | 117,752 | -12,010 | -9.3% | -$43.98万 | 减仓 |
| PFE | Pfizer Inc | $420.64万 | 1.17% | 174,686 | -16,172 | -8.5% | -$38.94万 | 减仓 |
| CNI | Canadian National Railway Co | $382.00万 | 1.06% | 32,036 | -1,348 | -4.0% | -$16.07万 | 减仓 |
| — | Sky Harbour Group Corp Cl A | $275.61万 | 0.76% | 280,089 | 7,770 | 2.9% | $7.65万 | 加仓 |
| LKQ | LKQ Corporation | $253.42万 | 0.70% | 96,247 | -13,236 | -12.1% | -$34.85万 | 减仓 |
| MCD | McDonalds Corp | $242.06万 | 0.67% | 8,955 | 0 | 0.0% | — | 不变 |
| BAM | Brookfield Asset Management Lt | $217.02万 | 0.60% | 48,387 | -6,809 | -12.3% | -$30.54万 | 减仓 |
| SPY | SPDR S&P 500 | $172.88万 | 0.48% | 2,315 | 45 | 2.0% | $3.36万 | 加仓 |
| COST | Costco Wholesale Corp | $117.86万 | 0.33% | 1,260 | -21 | -1.6% | -$1.96万 | 减仓 |
| — | Crimson Wine Group Ltd | $111.40万 | 0.31% | 252,267 | -1,670 | -0.7% | -$7,375 | 减仓 |
| KO | Coca Cola Co | $109.63万 | 0.30% | 13,490 | -335 | -2.4% | -$2.72万 | 减仓 |
| PG | Procter & Gamble Co | $95.14万 | 0.26% | 6,488 | -181 | -2.7% | -$2.65万 | 减仓 |
| — | Costamare Inc. 8.50 Preferred | $82.24万 | 0.23% | 30,893 | 0 | 0.0% | — | 不变 |
| CSTM | Constellium SE | $80.06万 | 0.22% | 25,120 | -5,400 | -17.7% | -$17.21万 | 减仓 |
| — | Dino Polska SA Adr | $74.39万 | 0.21% | 98,135 | 1,000 | 1.0% | $7,580 | 加仓 |
| AAPL | Apple Inc | $73.79万 | 0.20% | 2,550 | -250 | -8.9% | -$7.23万 | 减仓 |
| COHR | Coherent, Inc. | $55.23万 | 0.15% | 1,400 | 0 | 0.0% | — | 不变 |
| AZO | Auto Zone Inc | $54.97万 | 0.15% | 172 | 0 | 0.0% | — | 不变 |
| ABBV | Abbvie Inc | $44.24万 | 0.12% | 1,758 | -10 | -0.6% | -$2,516 | 减仓 |
| — | First National of Nebraska Inc | $39.38万 | 0.11% | 21 | -5 | -19.2% | -$9.38万 | 减仓 |
| AMZN | Amazon.com Inc | $38.13万 | 0.11% | 1,600 | 0 | 0.0% | — | 不变 |
| IVV | iShares Core S&P 500 ETF | $37.44万 | 0.10% | 500 | 0 | 0.0% | — | 不变 |
| NSRGY | Nestle S.A. Spons ADR | $37.39万 | 0.10% | 3,630 | -2,950 | -44.8% | -$30.38万 | 减仓 |
| WMT | Walmart Inc | $35.68万 | 0.10% | 3,150 | 0 | 0.0% | — | 不变 |
| CL | Colgate Palmolive Co | $32.82万 | 0.09% | 3,580 | -250 | -6.5% | -$2.29万 | 减仓 |
| D | Dominion Energy, Inc. | $32.30万 | 0.09% | 4,730 | -460 | -8.9% | -$3.14万 | 减仓 |
| WPM | Wheaton Precious Metals Corp | $28.08万 | 0.08% | 2,500 | 0 | 0.0% | — | 不变 |
| NEE | Nextera Energy Inc | $26.33万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $22.88万 | 0.06% | 2,522 | -75 | -2.9% | -$6,805 | 减仓 |
| CAT | Caterpillar Inc Del | $21.30万 | 0.06% | 200 | 200 | — | $21.30万 | 新建仓 |
| MSM | MSC Industrial Direct Co. | $0 | 0.00% | 0 | -40,761 | -100.0% | -$376.10万 | 清仓 |
| — | SunOpta Inc. | $0 | 0.00% | 0 | -37,500 | -100.0% | -$24.30万 | 清仓 |
| — | Cardinal Resources | $0 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |