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Lawson Kroeker Investment Management’s Texas Pacific Land TPL Stock Holding History

Lawson Kroeker Investment Management’s Portfolio TPL Stock Details TPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.2M Sell
110,114
-2,781
-2% -$1.13M 13.36% 1
2026
Q1 		$53.6M Sell
112,895
-1,325
-1% -$569K 15.62% 1
2025
Q4 		$32.8M Sell
114,220
-5,006
-4% -$1.53M 9.76% 1
2025
Q3 		$37.1M Sell
119,226
-2,715
-2% -$855K 6.78% 2
2025
Q2 		$42.9M Sell
121,941
-384
-0.3% -$157K 7.99% 1
2025
Q1 		$54M Sell
122,325
-16,602
-12% -$7.4M 9.97% 1
2024
Q4 		$51.2M Sell
138,927
-10,194
-7% -$4.17M 9.64% 1
2024
Q3 		$44M Sell
149,121
-8,202
-5% -$2.25M 8.01% 1
2024
Q2 		$38.5M Sell
157,323
-13,101
-8% -$2.75M 7.43% 1
2024
Q1 		$32.9M Buy
170,424
+162
+0.1% +$27.8K 6.23% 1
2023
Q4 		$29.7M Sell
170,262
-2,970
-2% -$564K 6.11% 1
2023
Q3 		$35.1M Sell
173,232
-90
-0.1% -$17K 7.74% 1
2023
Q2 		$25.4M Buy
173,322
+1,782
+1% +$286K 6.09% 1
2023
Q1 		$32.4M Sell
171,540
-1,881
-1% -$392K 7.28% 1
2022
Q4 		$45.2M Sell
173,421
-25,929
-13% -$6.87M 15.25% 1
2022
Q3 		$39.4M Sell
199,350
-7,965
-4% -$1.53M 13.85% 1
2022
Q2 		$34.3M Sell
207,315
-10,233
-5% -$1.67M 11.56% 1
2022
Q1 		$32.7M Sell
217,548
-729
-0.3% -$96.1K 10.29% 1
2021
Q4 		$30.3M Sell
218,277
-99
-0% -$13.8K 9.4% 1
2021
Q3 		$29.3M Sell
218,376
-5,400
-2% -$840K 9.73% 1
2021
Q2 		$39.8M Sell
223,776
-4,662
-2% -$812K 12.59% 1
2021
Q1 		$40.3M Sell
228,438
-151,812
-40% -$18.9M 13.79% 1
2020
Q4 		$30.7M Sell
380,250
-4,401
-1% -$279K 11.52% 1
2020
Q3 		$19.3M Sell
384,651
-450
-0.1% -$26.9K 8.61% 1
2020
Q2 		$25.4M Sell
385,101
-450
-0.1% -$27.6K 12.01% 1
2020
Q1 		$16.3M Buy
385,551
+90
+0% +$6.59K 9.06% 1
2019
Q4 		$33.5M Sell
385,461
-4,968
-1% -$363K 12.37% 1
2019
Q3 		$28.2M Sell
390,429
-22,050
-5% -$1.72M 10.73% 1
2019
Q2 		$36.1M Sell
412,479
-9,585
-2% -$860K 12.12% 1
2019
Q1 		$36.3M Sell
422,064
-16,758
-4% -$1.31M 12.96% 1
2018
Q4 		$26.4M Sell
438,822
-3,465
-0.8% -$250K 10.36% 1
2018
Q3 		$42.4M Sell
442,287
-24,300
-5% -$2.16M 13.75% 1
2018
Q2 		$36M Sell
466,587
-115,263
-20% -$8.08M 12.85% 1
2018
Q1 		$32.7M Sell
581,850
-6,327
-1% -$362K 10.69% 1
2017
Q4 		$29.2M Sell
588,177
-78,714
-12% -$3.59M 9.39% 1
2017
Q3 		$29.9M Sell
666,891
-8,730
-1% -$349K 9.43% 1
2017
Q2 		$22.1M Buy
675,621
+333
+0% +$10.8K 7.39% 1
2017
Q1 		$21M Sell
675,288
-23,841
-3% -$802K 7.1% 1
2016
Q4 		$23.1M Sell
699,129
-286,785
-29% -$8.99M 7.92% 1
2016
Q3 		$26.2M Sell
985,914
-14,310
-1% -$293K 8.46% 1
2016
Q2 		$18.7M Sell
1,000,224
-77,049
-7% -$1.37M 6.22% 1
2016
Q1 		$17.4M Buy
1,077,273
+1,233
+0.1% +$18.1K 5.99% 1
2015
Q4 		$15.7M Sell
1,076,040
-94,320
-8% -$1.5M 5.41% 1
2015
Q3 		$18.2M Sell
1,170,360
-27,090
-2% -$402K 6.12% 1
2015
Q2 		$20M Buy
1,197,450
+24,210
+2% +$411K 5.94% 1
2015
Q1 		$18.9M Buy
1,173,240
+37,710
+3% +$543K 5.49% 1
2014
Q4 		$14.9M Buy
1,135,530
+36,720
+3% +$604K 4.68% 1
2014
Q3 		$23.5M Sell
1,098,810
-157,788
-13% -$3.24M 7.02% 1
2014
Q2 		$22.4M Sell
1,256,598
-7,074
-0.6% -$117K 6.51% 1
2014
Q1 		$18.2M Sell
1,263,672
-3,150
-0.2% -$41.2K 5.69% 2
2013
Q4 		$14.1M Sell
1,266,822
-4,725
-0.4% -$48.7K 4.46% 2
2013
Q3 		$11.9M Buy
1,271,547
+34,200
+3% +$322K 3.97% 4
2013
Q2 		$11.6M Buy
+1,237,347
New +$10.7M 4.06% 3

Other funds holding TPL

SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
YG
York GP Grand Cayman, Cayman Islands $126M AUM 24.86% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Lawson Kroeker Investment Management's TPL Position: Q2 2026 in Review

Lawson Kroeker Investment Management reduced its Texas Pacific Land (TPL) stake by 2.5% in Q2 2026, selling an estimated $1.13M and leaving 110,114 shares worth $48.2M. The position accounts for 13.36% of the portfolio, ranked #1.

Lawson Kroeker Investment Management first reported a position in TPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $54M in Q1 2025. 310 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • Lawson Kroeker Investment Management held 110,114 shares of Texas Pacific Land worth $48.2M as of Q2 2026.
  • Lawson Kroeker Investment Management sold 2,781 Texas Pacific Land shares in Q2 2026, an estimated $1.13M.
  • Texas Pacific Land made up 13.36% of Lawson Kroeker Investment Management's portfolio in Q2 2026, its #1 holding.
  • Lawson Kroeker Investment Management first reported a position in Texas Pacific Land in Q2 2013 and has held it in 53 quarters since.
  • Lawson Kroeker Investment Management's Texas Pacific Land position peaked at $54M in Q1 2025.
  • 310 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.