Livforsakringsbolaget Skandia, Omsesidigt Q1 2022 Filing

Filed June 21, 2022

Portfolio Value

$1.5B

Holdings

614

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (614 positions)

StockValue
BBWIBath & Body Works Inc
$162K
LYFTLyft inc-a
$161K
AMEAmetek
$161K
ELSEquity lifestyle properties
$161K
AFGAmerican Financial Group
$160K
AWMSkyworks Solutions Inc
$160K
NLYEURAnnaly Capital Mgmt
$159K
MHKMohawk Industries
$154K
LVSLas Vegas Sands Corp
$154K
IRMIron Mountain
$153K
GDDYGodaddy inc - class a
$151K
DAYCeridian hcm holding inc
$150K
MPWRMonolithic power systems inc
$146K
CABOCable one inc
$146K
FOXAFox Corp A
$146K
DVADavita
$144K
LHXL3Harris Technologies Inc
$143K
LEALear Corp
$143K
EXPDExpeditors Intl Wash.
$142K
RNGRingcentral inc-class a
$141K
DTDynatrace inc
$141K
PTCPtc inc
$140K
FICOFair isaac corp
$140K
NWSANEWS CORP - CLASS A
$140K
AVLRUSDAvalara inc
$139K
BENFranklin Resources
$139K
CBOECboe holdings inc
$137K
GPKGraphic packaging holding co
$136K
REGRegency Centers Corp
$136K
COLMColumbia sportswear co
$136K
BAHBooz allen hamilton holdings
$132K
3M4Masimo corp
$131K
MTNVail resorts inc
$130K
TDOCTeladoc health inc
$130K
TECHBio-techne corp
$130K
TGNATegna inc
$130K
WECWisconsin Energy Corp
$126K
CNPCenterpoint Energy
$123K
VRSNVerisign
$123K
HWMHowmet Aerospace Inc
$120K
CVNACarvana co
$119K
CAGConagra Brands Inc
$117K
DASHDoordash inc - a
$117K
BSYBentley systems inc-class b
$115K
TRUTransunion
$114K
WWayfair inc- class a
$111K
FNFFnf group
$109K
TAPMolson Coors Brewing B
$109K
PVHPvh corp
$107K
COUPEURCoupa software inc
$102K
LKQ1LKQ Corp
$101K
CCIVGBPLucid group inc
$99K
SEESealed Air Corp
$96K
ZZillow group inc - c w/i
$94K
PLUNPlug power inc
$94K
NWLNewell Rubbermaid
$92K
CECelanese Corp
$92K
T7DTransDigm Group Inc
$91K
WYNNWynn Resorts
$90K
EPAMEpam systems inc
$89K
CEGConstellation energy
$89K
MKLMarkel corp
$89K
VICIVici properties inc
$88K
PTONPeloton interactive inc-a
$87K
FDSFactset research systems inc
$87K
QRVOQorvo inc
$87K
SWSAmerican outdoor brands corp
$85K
RUNSunrun inc
$85K
JWNUSDNordstrom
$84K
MANManpower
$84K
AOSSmith (a.o.) corp
$83K
ARMKAramark
$83K
PRTY1EURParty city holdco inc
$82K
BKIEURBlack knight inc
$81K
DPZDominos pizza inc
$81K
0J7QIAC/InterActiveCorp
$80K
RIVNRivian automotive inc-a
$80K
SIRIEURSIRIUS XM HOLDINGS, INC
$78K
W3UWestern Union
$78K
LIILennox international inc
$77K
TXG10x genomics inc-class a
$76K
KELKellogg Co
$75K
FOXFox corp
$73K
CGCarlyle group inc/the
$73K
DISHDish Network A
$72K
ROLRollins inc
$71K
AGNCAgnc Investment Corp
$70K
AESAes Corp
$70K
WWWWolverine world wide inc
$70K
SEICSei Investments Co
$69K
GWREGuidewire software inc
$66K
CTRNCiti trends inc
$64K
SPWHSportsman's warehouse holdin
$60K
SSNCSs&c technologies holdings
$60K
NINisource
$60K
DALDelta Air Lines Inc
$60K
CHWYChewy inc - class a
$57K
ERIEErie indemnity company-cl a
$53K
KHCKraft Heinz co/the
$48K
TDYTeledyne technologies inc
$47K
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