Manager × security

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CRL holdings history

Who else holds this security? →

CHARLES RIVER LABORATORIES · CUSIP 159864107 · CIK 1013701

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE reported 28.00K CRL (shares), valued at $6.35M, or 1.76% of its reported non-derivative portfolio. Filed 2026-07-28.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
1.76%
Shares
28.00K
28,004
Reported value
$6.35M
USD

Shares decreased 1.86%; reported value increased 29.03%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20261.76%28,004SEC filing ↗Filed Jul 28, 2026
Q1 20261.43%28,534SEC filing ↗Filed Apr 22, 2026
Q4 20251.88%31,638SEC filing ↗Filed Jan 20, 2026
Q3 20251.43%49,915SEC filing ↗Filed Oct 20, 2025
Q2 20251.42%50,473SEC filing ↗Filed Jul 25, 2025
Q1 20251.56%55,991SEC filing ↗Filed Apr 28, 2025
Q4 20241.91%55,037SEC filing ↗Filed Jan 23, 2025
Q3 20242.03%56,535SEC filing ↗Filed Oct 15, 2024
Q2 20242.21%55,458SEC filing ↗Filed Jul 29, 2024
Q1 20242.83%55,158SEC filing ↗Filed Apr 22, 2024
Q4 20232.68%55,321SEC filing ↗Filed Jan 29, 2024

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q4 20232.68%55,321$13.08MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Jan 29, 2024
Q1 20242.83%55,158$14.95MShares decreased 0.29%; reported value increased 14.28%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 22, 2024
Q2 20242.21%55,458$11.46MShares increased 0.54%; reported value decreased 23.34%, and weight changed -0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 29, 2024
Q3 20242.03%56,535$11.14MShares increased 1.94%; reported value decreased 2.80%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 15, 2024
Q4 20241.91%55,037$10.16MShares decreased 2.65%; reported value decreased 8.76%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 23, 2025
Q1 20251.56%55,991$8.43MShares increased 1.73%; reported value decreased 17.05%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 28, 2025
Q2 20251.42%50,473$7.66MShares decreased 9.86%; reported value decreased 9.13%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 25, 2025
Q3 20251.43%49,915$7.81MShares decreased 1.11%; reported value increased 1.98%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 20, 2025
Q4 20251.88%31,638$6.31MShares decreased 36.62%; reported value decreased 19.19%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 20, 2026
Q1 20261.43%28,534$4.92MShares decreased 9.81%; reported value decreased 22.01%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 22, 2026
Q2 20261.76%28,004$6.35MShares decreased 1.86%; reported value increased 29.03%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 28, 2026
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE · CHARLES RIVER LABORATORIES

Take these holdings further.

This page includes 11 of 11 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1013701","quarter":"2026Q2","cusip":"159864107"}

get_institutional_manager_history
{"cik":"1013701","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.