LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
SEC Form 13F institutional filer · CIK 0001013701
13F-HR · 37 reported holdings · 2026-03-31
Reported long-US-equity value
$0.27B
Top-10 concentration
66.9%
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE — $267M AUM allocation strategy
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE files SEC Form 13F and reports $267M of long US equity value across 37 reported holdings for 2026-03-31.
Its largest sector bet is Energy 28.3%, followed by Financials 26.6% and Health Care 19.0%.
The top 10 holdings account for 67% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$267M
total across 37 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
67% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$ELV +17K sh · +$3.8M+$FITB +14.7K sh · +$613K+$DIS +3.9K sh · −$1.2M
Biggest trims (shares)
−$PSX −16.4K sh · +$2.49M−$HCA −3.76K sh · −$1.59M−$CRL −3.1K sh · −$1.39M
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Oil & Gas Exploration & Production20.1%—
- Multi-Sector Holdings8.2%—
- Pharmaceuticals6.1%—
- Oil & Gas Refining & Marketing5.9%—
- Insurance Brokers5.4%—
- Systems Software5.1%—
- Life & Health Insurance5.0%—
- Health Care Facilities4.6%—
- Other holdings39.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $TPL | Texas Pacific Land Corporation | 113K | $53.6M | -1.32K | 20.1% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 45.8K | $21.9M | +873 | 8.2% |
| $PSX | Phillips 66 | 86.6K | $15.8M | -16.4K | 5.9% |
| $AJG | Arthur J. Gallagher & Co | 66.7K | $14.5M | +2.4K | 5.4% |
| $MSFT | Microsoft Corporation | 37K | $13.7M | +2.94K | 5.1% |
| $AFL | AFLAC Incorporated | 122K | $13.3M | -2.23K | 5.0% |
| $HCA | HCA Healthcare Inc | 25.6K | $12.1M | -3.76K | 4.5% |
| $GOOGL | Alphabet Inc | 41.3K | $11.8M | +863 | 4.4% |
| $CB | Chubb Limited | 34.2K | $11.2M | -155 | 4.2% |
| $ELV | Elevance Health Inc | 37.2K | $10.9M | +17K | 4.1% |
…and 27 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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