LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

CIK 0001013701 · Q1 2026

13F Equity AUM

$343.1M

+2.1% QoQ

Positions

-3 QoQ

AUM Rank

#5,444

Top 44%

Skill Alpha (FF)

+2.1%/yr^ns

No Clear Edge

Rank #1,126 · Top 14%

vs S&P -3.8%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 34.8%Top 10: 52.1%Top 20: 77.8%

TPL15.6%

BRK/B6.4%

PSX4.6%

AJG4.2%

MSFT4.0%

AFL3.9%

HCA3.5%

GOOG3.5%

CB3.3%

ELV3.2%

Others (48)47.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services26.1%

Energy23.1%

Healthcare16.4%

Industrials6.9%

Communication Services6.1%

Consumer Defensive5.5%

Technology4.3%

Financials4.2%

Other7.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 58Median: 1.01%Avg: 1.72%

0–0.5%

24(4.5%)

0.5–1%

4(3.2%)

1–3%

17(30.9%)

3–5%

11(39.4%)

5%+

2(22.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 53Unique: 5vs 20 funds

0.7%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

1.3%

BANK OF AMERICA CORP /DE/

1.1%

MORGAN STANLEY

JPMORGAN CHASE & CO

1.1%

VANGUARD CAPITAL MANAGEMENT LLC

1.5%

STATE STREET CORP

1.5%

GEODE CAPITAL MANAGEMENT, LLC

1.5%

FMR LLC

1.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New0Increased11Decreased34Exited3

Increased

ELV3.2%

+17K(+84%)

FITB3.0%

+15K(+7%)

DIS2.7%

+4K(+4%)

MSFT4.0%

+3K(+9%)

AJG4.2%

+2K(+4%)

PEP0.4%

+2K(+25%)

BRKR1.4%

+1K(+1%)

BRK/B6.4%

+873(+2%)

GOOG3.5%

+863(+2%)

NIJ2.5%

+325(+0%)

Decreased

CSTM0.2%

-23,500(-44%)

SOY0.1%

-20,000(-35%)

PSX4.6%

-16,365(-16%)

CWGL0.3%

-13,561(-5%)

LECO3.0%

-8,390(-17%)

LKQ10.9%

-7,904(-7%)

CP2.1%

-4,553(-5%)

HCA3.5%

-3,759(-13%)

MSM1.1%

-3,342(-8%)

CRL1.4%

-3,104(-10%)

Exited

KEYS

-20,785

CIVI

-99,147

DGED

-3,331

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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