LAWSON KROEKER INVESTMENT MANAGEMENT INC

HTTP://WWW.LKFUNDS.COM OMAHA, NE Investment Advisor How do I update this listing?

Lawson Kroeker Investment Management is based out of Omaha. Lawson Kroeker Investment Management is a large advisory firm with 138 clients and discretionary assets under management (AUM) of $360,238,200 (Form ADV from 2019-03-26). Their last reported 13F filing for Q3 2019 included $262,727,000 in managed 13F securities and a top 10 holdings concentration of 49.26%. Lawson Kroeker Investment Management's largest holding is Texas Pacific Land Trust with shares held of 43,381. Lawson Kroeker Investment Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 79 13F filings

Subscription Required

Equal-WT
WhaleScore

?

68

S&P 500
WhaleScore

?

Subscription Required

Manager Weighted
WhaleScore

?
Download 13F Summary to Excel Create Email Alert

09/30/2019

Top Buys

  • Name% Change

09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $262.727 Million
  • Prior Market Value $297.69 Million
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of1 stock
  • Reduced holdings in45 stocks
  • Top 10 Holdings % 49.26 %
  • Turnover % [1]:1.64%
  • Turnover Alt % [2]: 12.02 %
  • Time Held Top20:19.50 quarters
  • Time Held Top10:17.60 quarters
  • Time Held All:34.07 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -0.81%
Performance Last 4 Quarters: 0.22%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

LAWSON KROEKER INVESTMENT MANAGEMENT INC
450 REGENCY PARKWAY SUITE 410
OMAHA NE    68114-3701
Country: United States

Business Phone: 402-392-2606
Fax: 402-392-2597
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: NE
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 138
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

LAWSON KROEKER INVESTMENT MANAGEMENT INC

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
SUDYKA, THOMAS, JOSEPH SHAREHOLDER - DIRECTOR - CHIEF COMPLIANCE OFFICER 09/01/1999 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LAWSON KROEKER INVESTMENT MANAGEMENT INC SHAREHOLDER - DIRECTOR - CHIEF COMPLIANCE OFFICER direct 1999-09-01
LAWSON KROEKER INVESTMENT MANAGEMENT INC SHAREHOLDER direct 1999-09-01 2005-02-23
LAWSON KROEKER INVESTMENT MANAGEMENT INC SHAREHOLDER - CHIEF COMPLIANCE OFFICER direct 1999-09-01 2009-02-17
VAN KOOTEN, BRUCE, HAROLD SHAREHOLDER - DIRECTOR 03/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LAWSON KROEKER INVESTMENT MANAGEMENT INC SHAREHOLDER direct 2006-03-01
LAWSON KROEKER INVESTMENT MANAGEMENT INC SHAREHOLDER - DIRECTOR direct 2006-03-01

LAWSON KROEKER INVESTMENT MANAGEMENT INC

ownership team - last updated 2018-11-06
Name Title Start Date Direct/Indirect % Ownership
SUDYKA, THOMAS, JOSEPH SHAREHOLDER - DIRECTOR - CHIEF COMPLIANCE OFFICER 09/01/1999 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LAWSON KROEKER INVESTMENT MANAGEMENT INC SHAREHOLDER - DIRECTOR - CHIEF COMPLIANCE OFFICER direct 1999-09-01
LAWSON KROEKER INVESTMENT MANAGEMENT INC SHAREHOLDER direct 1999-09-01 2005-02-23
LAWSON KROEKER INVESTMENT MANAGEMENT INC SHAREHOLDER - CHIEF COMPLIANCE OFFICER direct 1999-09-01 2009-02-17
VAN KOOTEN, BRUCE, HAROLD SHAREHOLDER - DIRECTOR 03/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LAWSON KROEKER INVESTMENT MANAGEMENT INC SHAREHOLDER direct 2006-03-01
LAWSON KROEKER INVESTMENT MANAGEMENT INC SHAREHOLDER - DIRECTOR direct 2006-03-01

LAWSON KROEKER INVESTMENT MANAGEMENT INC

ownership team - last updated 2017-03-31
Name Title Start Date Direct/Indirect % Ownership
SUDYKA, THOMAS, JOSEPH SHAREHOLDER - DIRECTOR - CHIEF COMPLIANCE OFFICER 09/01/1999 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LAWSON KROEKER INVESTMENT MANAGEMENT INC SHAREHOLDER - DIRECTOR - CHIEF COMPLIANCE OFFICER direct 1999-09-01
LAWSON KROEKER INVESTMENT MANAGEMENT INC SHAREHOLDER direct 1999-09-01 2005-02-23
LAWSON KROEKER INVESTMENT MANAGEMENT INC SHAREHOLDER - CHIEF COMPLIANCE OFFICER direct 1999-09-01 2009-02-17
VAN KOOTEN, BRUCE, HAROLD SHAREHOLDER - DIRECTOR 03/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LAWSON KROEKER INVESTMENT MANAGEMENT INC SHAREHOLDER direct 2006-03-01
LAWSON KROEKER INVESTMENT MANAGEMENT INC SHAREHOLDER - DIRECTOR direct 2006-03-01

WhaleScore history for LAWSON KROEKER INVESTMENT MANAGEMENT INC

You must have a subscription to view WhaleScore histories

Elevate your investments