LAWSON KROEKER Overview
Lawson Kroeker Investment Management Inc is an investment advisor that manages 477.4 MM dollars in regulatory AUM and has 6 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 445MM in positions, representing 93% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 445MM in positions, representing 93% of the manager's regulatory AUM.
LAWSON KROEKER StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LAWSON KROEKER Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
TPL | 7.28% | Financials | -22.69% | -1.64% | 0 | 3% | ||
BRK.B | 5.22% | Financials | 3.83% | 0.21% | 0 | 36% | ||
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LAWSON KROEKER Founders and Key Employees
Name | Title | In Position Since |
---|
Frank V. Lawson | Shareholder - Director | April-1986 |
Thomas J. Sudyka | Shareholder - Director - Chief Compliance Officer | September-1999 |
Kenneth W. Kroeker | Shareholder - Director | April-1986 |
Bruce H. Van Kooten | Shareholder - Director | March-2006 |
LAWSON KROEKER Brokers, Custodians, Auditors and Administrators
Type | Company |
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LAWSON KROEKER Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The firm’s investment philosophy is based on the belief that shares of stock represent ownership of lasting businesses and are not simply a momentary event captured on a price chart. We further believe that some businesses are inherently better than others; they consistently generate high returns on capital because they possess a secular and sustainable competitive advantage. Finally, we believe that the value of a business can be estimated through fundamental analysis and that occasionally, the shares of superior businesses are offered in the stock market at a discount to the true value of the business.
Given our philosophy, we attempt to purchase securities as an owner, not an investor. By this we simply mean we prefer to purchase good businesses—those that have a competitive advantage, strong management, operate in growing markets, and have an expanding free cash flow. Rather than focusing on generi...
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The firm’s investment philosophy is based on the belief that shares of stock represent ownership of lasting businesses and are not simply a momentary event captured on a price chart. We further believe that some businesses are inherently better than others; they consistently generate high returns on capital because they possess a secular and sustainable competitive advantage. Finally, we believe that the value of a business can be estimated through fundamental analysis and that occasionally, the shares of superior businesses are offered in the stock market at a discount to the true value of the business.
Given our philosophy, we attempt to purchase securities as an owner, not an investor. By this we simply mean we prefer to purchase good businesses—those that have a competitive advantage, strong management, operate in growing markets, and have an expanding free cash flow. Rather than focusing on generi...
Get the Full Report
LAWSON KROEKER Portfolio Concentration
LAWSON KROEKER Location
450 REGENCY PARKWAY
SUITE 410
OMAHA, Nebraska
UNITED STATES, 68114-3701
SUITE 410
OMAHA, Nebraska
UNITED STATES, 68114-3701
LAWSON KROEKER Contact Information
Phone Number: 402-392-2606
Fax Number: 402-392-2597
Website: http://www.lawsonkroeker.com
Fax Number: 402-392-2597
Website: http://www.lawsonkroeker.com
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