LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

Position in BAM — Brookfield Asset Management Ltd.

CIK 1013701 OMAHA, NE

Position in BAM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,170,156

-$283,306 QoQ

Shares Held

48,387

-12.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#223

of 619 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE holds $8,638,171 across 2 Asset Management names. BAM ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BN	BROOKFIELD Corp /ON/	151,867	$6,468,015
2	BAM	Brookfield Asset Management Ltd. This page	48,387	$2,170,156

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,170,156	48,387	-12.3%	Shares	Sole	2026-07-28
2026-03-31	$2,453,462	55,196	-0.6%	Shares	Sole	2026-04-22
2025-12-31	$2,910,578	55,556	-7.2%	Shares	Sole	2026-01-20
2025-09-30	$3,408,997	59,870	-6.2%	Shares	Sole	2025-10-20
2025-06-30	$3,529,572	63,849	-1.2%	Shares	Sole	2025-07-25
2025-03-31	$3,129,627	64,595	-3.7%	Shares	Sole	2025-04-28
2024-12-31	$3,636,311	67,103	-3.9%	Shares	Sole	2025-01-23
2024-09-30	$3,301,409	69,812	-4.8%	Shares	Sole	2024-10-15
2024-06-30	$2,790,168	73,329	-2.2%	Shares	Sole	2024-07-29
2024-03-31	$3,149,356	74,949	-39.3%	Shares	Sole	2024-04-22
2023-12-31	$4,956,817	123,396	-2.1%	Shares	Sole	2024-01-29
2023-09-30	$4,201,373	126,016	-0.3%	Shares	Sole	2023-10-17
2023-06-30	$4,122,931	126,354	-22.1%	Shares	Sole	2023-07-24
2023-03-31	$5,304,631	162,122	+95.5%	Shares	Sole	2023-04-20
2022-12-31	$2,378,004	82,944	—	Shares	Sole	2023-01-17
No filing history on record for this holder in this stock.