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LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE with $528.2M in long positions as of Q3 2025, 29% allocated to Financial Services, and 43% concentrated in top 10 positions.

Portfolio Value
$528.2M
Top 10 Concentration
43%
Top Sector
Financial Services (29%)
US Exposure
92%
Market Cap Focus
Large Cap
Countries
5

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Financial Services: 29.30%Financial ServicesHealthcare: 15.20%HealthcareConsumer Cyclical: 13.50%Consumer CyclicalEnergy: 12.70%EnergyCommunication Services: 8.40%Industrials: 6.90%Technology: 6.50%Consumer Defensive: 4.30%Basic Materials: 1.40%ETF: 1.20%Utilities: 0.20%
Financial Services
29.30%
Healthcare
15.20%
Consumer Cyclical
13.50%
Energy
12.70%
Communication Services
8.40%
Industrials
6.90%
Technology
6.50%
Consumer Defensive
4.30%
Basic Materials
1.40%
ETF
1.20%
Utilities
0.20%

Industry Breakdown

49 industries across all sectors

Insurance - Diversified: 9.76%Insurance - DiversifiedOil & Gas Exploration & Production: 7.87%Specialty Retail: 5.23%Internet Content & Information: 4.59%Auto - Dealerships: 4.49%Banks - Regional: 4.32%Medical - Care Facilities: 4.20%Software - Infrastructure: 4.13%Oil & Gas Refining & Marketing: 3.85%Insurance - Brokers: 3.70%Medical - Diagnostics & Research: 3.53%Medical - Healthcare Plans: 3.01%Drug Manufacturers - General: 3.01%Insurance - Property & Casualty: 2.97%Financial - Credit Services: 2.73%Insurance - Life: 2.71%Entertainment: 2.64%Manufacturing - Tools & Accessories: 2.26%Asset Management: 2.18%Railroads: 2.03%29 more: 20.58%29 more
Insurance - Diversified
Financial Services
9.76%
Oil & Gas Exploration & Production
Energy
7.87%
Specialty Retail
Consumer Cyclical
5.23%
Internet Content & Information
Communication Services
4.59%
Auto - Dealerships
Consumer Cyclical
4.49%
Banks - Regional
Financial Services
4.32%
Medical - Care Facilities
Healthcare
4.20%
Software - Infrastructure
Technology
4.13%
Oil & Gas Refining & Marketing
Energy
3.85%
Insurance - Brokers
Financial Services
3.70%
Medical - Diagnostics & Research
Healthcare
3.53%
Medical - Healthcare Plans
Healthcare
3.01%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 28.33%Mega Cap (> $200B)Large Cap ($10B - $200B): 54.70%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 11.87%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 2.83%Nano Cap (< $50M): 0.88%N/A (ETF or Unknown): 1.40%
Mega Cap (> $200B)
28.33%
Large Cap ($10B - $200B)
54.70%
Mid Cap ($2B - $10B)
11.87%
Small Cap ($300M - $2B)
2.83%
Nano Cap (< $50M)
0.88%
N/A (ETF or Unknown)
1.40%

Portfolio Concentration

Top 10 Holdings %
43.22%
Top 20 Holdings %
65.83%
Top 50 Holdings %
94.32%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
92.18%
International
7.82%
Countries
5
Largest Int'l Market
Canada - 4.22%
United States of America
92.18% ($486.9M)
82 holdings
Canada
4.22% ($22.3M)
5 holdings
Switzerland
2.59% ($13.7M)
1 holdings
Ireland
0.83% ($4.4M)
2 holdings
France
0.18% ($937.7K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
26.5 quarters
Avg. Top 20
25.3 quarters
Avg. All Positions
19.1 quarters
Median Holding Period
10 quarters
Persistence Rate
87.91%
Persistent Holdings Weight
95.45%
Persistent Positions
80
Longest Held
Vulcan Materials Company(Holding Company) logo
Vulcan Materials Company(Holding Company)VMC - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.89%
Avg. Position Weight
1.10%
Largest Position
BERKSHIRE HATHAWAY Class B logo
BERKSHIRE HATHAWAY Class BBRK.B - 7.19%
Largest Ownership Stake
Boston Omaha Corporation logo
Boston Omaha CorporationBOC - 1.52%
Avg. Ownership Stake
0.08%
Ownership Stake >5%
0
Ownership Stake >1%
2

Historical (Since Q2 2013)

Avg. New Position
1.35%
Avg. Ownership Stake
0.13%
Largest Position
Texas Pacific Land Corporation logo
Texas Pacific Land CorporationTPL - 17.74% (Q3 2018)
Largest Ownership Stake
Texas Pacific Land Corporation logo
Texas Pacific Land CorporationTPL - 1.82% (Q3 2013)

Portfolio Turnover

Current Quarter

Turnover Ratio
4.3%
Value Traded
$22.96M
Positions Added
3
Positions Exited
2

Historical (Since Q2 2013)

Avg. Turnover Ratio
5.1%
Avg. Positions Added
3
Avg. Positions Exited
2
Highest Turnover
22.3%
Q1 2023
Lowest Turnover
0.3%
Q1 2022

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