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LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Last Quarter Change: USA Stocks, Added

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE opened 1 positions, added to 5, reduced 39, sold out of 2 and left 8 unchanged. The largest increase in value was PEP (+$7,602,296); the largest decrease was TPL (-$5,385,160).

  • PEP: Country of operation United States; Class COM; Shares 2026-03-31 8,428; Shares 2026-06-30 65,813.
  • TMO: Country of operation United States; Class COM; Shares 2026-03-31 13,461; Shares 2026-06-30 27,058.
  • HCA: Country of operation United States; Class COM; Shares 2026-03-31 25,614; Shares 2026-06-30 26,383.
  • DNOPY: Country of operation —; Class COM; Shares 2026-03-31 97,135; Shares 2026-06-30 98,135.

Two Form 13F-HR filings compared (SEC CIK 1013701): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
PEP
Pepsico Inc
United StatesCOM8,42865,813+57,385$1,308,784$8,911,080+$7,602,296
TMO
Thermo Fisher Corp
United StatesCOM13,46127,058+13,597$6,616,485$13,565,799+$6,949,314
HCA
HCA Healthcare Inc
United StatesCOM25,61426,383+769$12,121,569$10,286,468-$1,835,101
DNOPY
Dino Polska SA Adr
COM97,13598,135+1,000$896,556$743,863-$152,693
SKYH
Sky Harbour Group Corp Cl A
United StatesCOM272,319280,089+7,770$2,622,432$2,756,076+$133,644

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