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LKIM

Lawson Kroeker Investment Management Portfolio holdings

AUM $361M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
+1.87%
1 Year Est. Return
+22.26%
3 Year Est. Return
+64.49%
5 Year Est. Return
+92.04%
10 Year Est. Return
+404.21%
AUM
$286M
AUM Growth
–
Cap. Flow
+$288M
Cap. Flow %
100.53%
Top 10 Hldgs %
35.51%
Holding
85
New
85
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
CBI
Chicago Bridge & Iron Nv
CBI
+$12.8M
2
PFE icon
Pfizer
PFE
+$12.3M
3
LECO icon
Lincoln Electric
LECO
+$11M
4
TPL icon
Texas Pacific Land
TPL
+$10.7M
5
DIS icon
Walt Disney
DIS
+$9.97M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 19.73%
2 Healthcare 14.36%
3 Energy 12.86%
4 Technology 8.56%
5 Materials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BMY icon
76
Bristol-Myers Squibb
BMY
$130B
$209K 0.07%
+4,667
New +$203K
LNT icon
77
Alliant Energy
LNT
$18.2B
$202K 0.07%
+8,000
New +$203K
LEE icon
78
Lee Enterprises
LEE
$182M
$40K 0.01%
+1,950
New +$30.7K
1 2 3
4

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PI
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5VM
5AM Venture Management San Francisco, California $360M AUM 345.76% 1-Year Est. Return
LSC
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NC
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KLWA
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Lawson Kroeker Investment Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Lawson Kroeker Investment Management, which disclosed 85 positions worth $286M. Its ten largest holdings account for 36% of the portfolio.

Its largest position is Chicago Bridge & Iron Nv: 220,987 shares worth $13.2M.

By sector, the portfolio is most concentrated in Industrials at 20% of assets, followed by Healthcare and Energy.

  • Lawson Kroeker Investment Management's largest Q2 2013 buy was Chicago Bridge & Iron Nv: 220,987 shares worth $13.2M.
  • Lawson Kroeker Investment Management's ten largest holdings make up 36% of its $286M portfolio in Q2 2013.
  • Lawson Kroeker Investment Management disclosed 85 positions in Q2 2013, its first 13F filing on record.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2013, filed 22 Jul 2013.