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.

LAWSON KROEKER StockAlpha

+5.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

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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FEATURED IN
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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

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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LAWSON KROEKER Portfolio Concentration

LAWSON KROEKER Location

450 REGENCY PARKWAY
SUITE 410
OMAHA, Nebraska
UNITED STATES, 68114-3701

LAWSON KROEKER Contact Information

Phone Number: 402-392-2606
Fax Number: 402-392-2597
Website:

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