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CIK: 0001013701
Total reported value
$360.6M
$360.6M
88 檔
38.8%
The Q3 2024 SEC filing reveals that Lawson Kroeker Investment Management Inc/ne held a total portfolio value of $360.6M, covering 88 public equity positions.
In Q3 2024, Lawson Kroeker Investment Management Inc/ne adopted a defensive or profit-taking posture, trimming 48 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land CORP | Stock-Energy | 8.01% | -2.26% | -5.21% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.27% | -0.27% | -1.15% | |
| 3 | HCA | Hca Healthcare Inc | Stock-Healthcare | 3.92% | -0.68% | -0.28% | |
| 4 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.75% | +0.01% | -1.64% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.53% | -0.19% | +0.17% | |
| 6 | AZO | Autozone Inc | Stock-Consumer Disc | 3.31% | -0.02% | +0.12% | |
| 7 | AFL | Aflac Inc | Stock-Financials | 3.16% | -0.04% | -2.52% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.05% | +0.56% | +0.41% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.90% | -0.22% | — | |
| 10 | CPRT | Copart Inc | Stock-Industrials | 2.71% | — | +0.35% | |
| 11 | FITB | Fifth Third Bancorp | Stock-Financials | 2.68% | +0.43% | -0.52% | |
| 12 | ELV | Elevance Health Inc | Stock-Healthcare | 2.63% | -0.57% | +1.59% | |
| 13 | PSX | Phillips 66 | Stock-Energy | 2.54% | -0.72% | -0.24% | |
| 14 | NNI | Nelnet Inc-cl A | Stock-Other | 2.12% | -0.06% | +0.19% | |
| 15 | ABG | Asbury Automotive Group | Stock-Consumer Disc | 2.04% | -0.36% | -1.29% | |
| 16 | CRL | Charles River Laboratories | Stock-Healthcare | 2.03% | +0.33% | +1.94% | |
| 17 | BN | Brookfield CORP | Stock-Financials | 1.98% | -0.01% | -6.44% | |
| 18 | LECO | Lincoln Electric Holdings | Stock-Industrials | 1.88% | +0.02% | +0.08% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.82% | +1.83% | -0.85% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.77% | -0.16% | -0.03% | |
| 21 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.74% | -0.62% | -0.58% | |
| 22 | ENOV | Enovis CORP | Stock-Other | 1.71% | — | +11.85% | |
| 23 | CIVI | Civitas Resources Inc | Stock-Other | 1.63% | — | +65.55% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.58% | -0.09% | -0.31% | |
| 25 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.54% | +0.09% | -0.97% | |
| 26 | LKQ | Lkq CORP | Stock-Consumer Disc | 1.53% | -0.24% | +0.92% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.42% | -0.01% | -0.51% | |
| 28 | BOC | Boston Omaha Corp-cl A | Stock-Other | 1.33% | — | +2.93% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 1.15% | -0.39% | -1.95% | |
| 30 | ACN | Accenture plc | Stock-Tech | 1.15% | — | +0.07% | |
| 31 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 1.14% | -1.10% | EXIT | |
| 32 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 1.11% | +0.14% | -0.05% | |
| 33 | DNOPY | Dino Polska SA Unsp- Adr | Stock-Other | 1.03% | -0.05% | +16.97% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | — | +0.04% | |
| 35 | WAT | Waters CORP | Stock-Healthcare | 1.01% | — | +0.08% | |
| 36 | FINN | First Natl Of Nebraska Inc | Stock-Other | 0.99% | -0.02% | — | |
| 37 | VMC | Vulcan Materials Co | Stock-Materials | 0.98% | +0.03% | -0.87% | |
| 38 | DFH | Dream Finders Homes Inc - A | Stock-Other | 0.94% | — | -0.02% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.93% | -0.46% | -27.97% | |
| 40 | HZO | Marinemax Inc | Stock-Other | 0.89% | +0.18% | -8.06% | |
| 41 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.88% | — | — | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.86% | -0.01% | -0.86% | |
| 43 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.70% | +0.06% | -1.59% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.65% | — | -0.47% | |
| 45 | KEYS | Keysight Technologies In | Stock-Tech | 0.63% | — | -2.46% | |
| 46 | ✓ | Valmont Industries Inc | Stock-Other | 0.62% | — | -29.79% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.61% | — | -14.47% | |
| 48 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.60% | -0.12% | -4.80% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.14% | -3.15% | |
| 50 | LM05 | Liberty Media Corp-liberty-a | Stock-Other | 0.48% | — | +0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HCA | Hca Healthcare Inc | +0.6% | -0.28% | Trim |
| 2 | TPL | Texas Pacific Land CORP | +0.6% | -5.21% | Trim |
| 3 | AFL | Aflac Inc | +0.4% | -2.52% | Trim |
| 4 | SKYH | Sky Harbour Group CORP | +0.3% | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -1.15% | Trim |
| 6 | FITB | Fifth Third Bancorp | +0.3% | -0.52% | Trim |
| 7 | BN | Brookfield CORP | +0.2% | -6.44% | Trim |
| 8 | DFH | Dream Finders Homes Inc - A | +0.2% | -0.02% | Trim |
| 9 | CIVI | Civitas Resources Inc | +0.2% | +65.55% | Add |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | — | Unchanged |
| 11 | WAT | Waters CORP | +0.2% | +0.08% | Add |
| 12 | NNI | Nelnet Inc-cl A | +0.1% | +0.19% | Add |
| 13 | ACN | Accenture plc | +0.1% | +0.07% | Add |
| 14 | BOC | Boston Omaha Corp-cl A | +0.1% | +2.93% | Add |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.85% | Trim |
| 16 | KO | Coca-cola Co/the | +0.1% | -0.51% | Trim |
| 17 | JNJ | Johnson & Johnson | +0.1% | -0.31% | Trim |
| 18 | BAM | Brookfield Asset Mgmt-a | +0.1% | -4.80% | Trim |
| 19 | MSM | Msc Industrial Direct Co-a | +0.1% | +2.25% | Add |
| 20 | DNOPY | Dino Polska SA Unsp- Adr | +0.1% | +16.97% | Add |
| 21 | MCD | Mcdonald's CORP | +0.1% | -3.15% | Trim |
| 22 | MG | Mistras Group Inc | +0.1% | -1.14% | Trim |
| 23 | CFR | Cullen/frost Bankers Inc | 0% | -0.05% | Trim |
| 24 | KEYS | Keysight Technologies In | 0% | -2.46% | Trim |
| 25 | DUK | Duke Energy CORP | 0% | NEW | New buy |
| 26 | AJG | Arthur J Gallagher & Co | 0% | -1.64% | Trim |
| 27 | CP | Canadian Pacific Kansas City | 0% | -0.97% | Trim |
| 28 | AAPL | Apple Inc | 0% | -0.86% | Trim |
| 29 | UNH | Unitedhealth Group Inc | 0% | -0.85% | Trim |
| 30 | USB | US Bancorp | 0% | -0.98% | Trim |
| 31 | AXP | American Express Co | 0% | — | Unchanged |
| 32 | ESAB | Esab CORP | 0% | +1.79% | Add |
| 33 | LM05 | Liberty Media Corp-liberty-a | 0% | +0.01% | Add |
| 34 | HD | Home Depot Inc | 0% | — | Unchanged |
| 35 | WMT | Walmart Inc | 0% | — | Unchanged |
| 36 | AZO | Autozone Inc | 0% | +0.12% | Add |
| 37 | ENOV | Enovis CORP | 0% | +11.85% | Add |
| 38 | TJX | Tjx Companies Inc | 0% | -0.47% | Trim |
| 39 | ABBV | Abbvie Inc | 0% | -1.89% | Trim |
| 40 | MCO | Moody's CORP | 0% | — | Unchanged |
| 41 | TFX | Teleflex Inc | 0% | — | Unchanged |
| 42 | STKL | Sunopta Inc | 0% | — | Unchanged |
| 43 | D | Dominion Energy Inc | 0% | — | Unchanged |
| 44 | JPM | Jpmorgan Chase & Co | 0% | +13.63% | Add |
| 45 | ADP | Automatic Data Processing | — | — | Unchanged |
| 46 | COST | Costco Wholesale CORP | — | +0.17% | Add |
| 47 | ABT | Abbott Laboratories | — | -3.00% | Trim |
| 48 | AMZN | Amazon.com Inc | — | +11.19% | Add |
| 49 | DOX | Amdocs Limited | — | -5.49% | Trim |
| 50 | NVS | Novartis Ag-sponsored Adr | — | — | Unchanged |
According to official SEC Form 13F filings, Lawson Kroeker Investment Management Inc/ne reported a total U.S. public equity portfolio value of $360.6M across 88 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TPL, BRK-B, HCA) accounted for 38.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
SKYH
市值: $1.9M
Top Position Liquidated / Trimmed
SPY
前期市值: $2.8M
During Q3 2024, Lawson Kroeker Investment Management Inc/ne's top holdings by market value included TPL (8.0%)、BRK-B (6.3%)、HCA (3.9%). The largest single position, TPL, represented 8.0% of total portfolio value.
In Q3 2024, Lawson Kroeker Investment Management Inc/ne made 76 total portfolio adjustments, initiating 2 new buys, adding to 22 positions, trimming 48 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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