Lawson Kroeker Investment Management INC
Annual return '25
+5.6%
SPY '25
+17.7%
Alpha
-12.1ptsvs SPY
Invested
$343.1M
Holdings
57
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TPL
Texas Pacific Land Corp
Q1 2026: Sold 1.2% (114.2k → 112.9k shares)
15.7%
02
$BRK/B
Berkshire Hathaway Inc Cl B
Q1 2026: Increased +1.9% (44.9k → 45.8k shares)
6.4%
03
$PSX
Phillips 66
Q1 2026: Sold 15.9% (103.0k → 86.6k shares)
4.6%
04
$AJG
Arthur J Gallagher & Co
Q1 2026: Increased +3.7% (64.3k → 66.7k shares)
4.2%
05
$MSFT
Microsoft Corp
Q1 2026: Increased +8.6% (34.0k → 37.0k shares)
4.0%
06
$AFL
Aflac Inc
Q1 2026: Sold 1.8% (123.9k → 121.6k shares)
3.9%
07
$HCA
HCA Healthcare Inc
Q1 2026: Sold 12.8% (29.4k → 25.6k shares)
3.5%
08
$GOOG
Alphabet Inc Cl C
Q1 2026: Increased +2.1% (40.4k → 41.3k shares)
3.5%
09
$CB
Chubb Corp
Q4 2025: Sold 29.1% (48.5k → 34.4k shares)
3.3%
10
$ELV
Elevance Health Inc
Q1 2026: Increased +84.0% (20.2k → 37.2k shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:47 UTC.