VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$1.1B
Holdings
184
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (184 positions)
| Stock | Value |
|---|---|
GILDGILEAD SCIENCES INC COM | $26.1M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $23.5M |
CMCDN IMPERIAL BK COMM TORONTO COM | $23.2M |
—RETAIL PPTYS AMER INC CL A | $22.0M |
PLDPROLOGIS INC COM | $21.5M |
PEPPEPSICO INC COM | $20.7M |
PRUPRUDENTIAL FINL INC COM | $20.6M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $20.1M |
TPRTAPESTRY INC COM | $19.4M |
SPGSIMON PPTY GROUP INC NEW COM | $19.2M |
KEYKEYCORP NEW COM | $18.4M |
CAHCARDINAL HEALTH INC COM | $18.3M |
TRTN-PATRITON INTL LTD CL A | $18.2M |
RWTREDWOOD TR INC COM | $18.2M |
HBANHUNTINGTON BANCSHARES INC COM | $18.1M |
CFGCITIZENS FINL GROUP INC COM | $18.1M |
IVZINVESCO LTD SHS | $18.1M |
FNFFIDELITY NATIONAL FINANCIAL FNF GROUP COM | $18.0M |
XOMEXXON MOBIL CORP COM | $17.9M |
LBEURL BRANDS INC COM | $17.9M |
CUBECUBESMART COM | $17.8M |
VIV1USDTELEFONICA BRASIL SA SPONSORED ADR | $17.8M |
SKMEURSK TELECOM LTD SPONSORED ADR | $17.7M |
PPLPPL CORP COM | $17.7M |
BACVERIZON COMMUNICATIONS INC COM | $17.6M |
AVBAVALONBAY CMNTYS INC COM | $17.2M |
BCBRUNSWICK CORP COM | $15.7M |
PSAPUBLIC STORAGE COM | $15.5M |
ESRTEMPIRE ST RLTY TR INC CL A | $15.2M |
FSLRFIRST SOLAR INC COM | $14.7M |
THRTHERMON GROUP HLDGS INC COM | $13.0M |
AREALEXANDRIA REAL ESTATE EQ IN COM | $12.9M |
LHCGUSDLHC GROUP INC COM | $12.9M |
MAAMID AMER APT CMNTYS INC COM | $12.6M |
HSTHOST HOTELS & RESORTS INC COM | $11.9M |
NNNNATIONAL RETAIL PPTYS INC COM | $11.8M |
COR1EURCORESITE RLTY CORP COM | $11.4M |
CDPCORPORATE OFFICE PPTYS TR SH BEN INT | $11.3M |
VENVENTAS INC COM | $10.6M |
RNRRENAISSANCERE HOLDINGS LTD COM | $10.5M |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $10.5M |
SLBSCHLUMBERGER LTD COM | $10.3M |
PHIPLDT INC SPONSORED ADR | $10.2M |
OMCOMNICOM GROUP INC COM | $10.1M |
ANFABERCROMBIE & FITCH CO CL A | $10.0M |
VLOVALERO ENERGY CORP NEW COM | $10.0M |
LXFRLUXFER HOLDINGS PLC SHS | $9.4M |
REGREGENCY CTRS CORP COM | $9.4M |
ENSENERSYS COM | $9.3M |
AELUSDAMERICAN EQTY INVT LIFE HLD COM | $9.2M |
HTAEURHEALTHCARE TR AMER INC CL A NEW | $9.1M |
SYNASYNAPTICS INC COM | $8.9M |
CBTCABOT CORP COM | $8.7M |
37MMRC GLOBAL INC COM | $8.6M |
DKDELEK US HLDGS INC NEW COM | $8.3M |
TRNTRINITY INDS INC COM | $8.1M |
ARCPEURVEREIT INC COM | $8.1M |
SAVESPIRIT AIRLS INC COM | $7.9M |
TERTERADYNE INC COM | $7.9M |
—ARGO GROUP INTL HLDGS LTD COM | $7.5M |
INVHINVITATION HOMES INC COM | $7.2M |
JBLJABIL INC COM | $6.7M |
SL2SLEEP NUMBER CORP COM | $6.7M |
—SEASPAN CORP SHS | $6.6M |
STRASTRATEGIC ED INC COM | $6.6M |
MSFTMICROSOFT CORP COM | $6.1M |
VREXVAREX IMAGING CORP COM | $6.1M |
HPPHUDSON PAC PPTYS INC COM | $6.0M |
HOPEHOPE BANCORP INC COM | $5.3M |
SF9SANDERSON FARMS INC COM | $5.3M |
TEN1TENNECO INC CL A VTG COM STK | $5.2M |
BBBYEURBED BATH & BEYOND INC COM | $5.2M |
HRUSDHEALTHCARE RLTY TR COM | $5.2M |
KROKRONOS WORLDWIDE INC COM | $5.1M |
DRHDIAMONDROCK HOSPITALITY CO COM | $5.1M |
CSCOCISCO SYS INC COM | $5.0M |
EPREPR PPTYS COM SH BEN INT | $4.9M |
BLKCHFBLACKROCK INC COM | $4.8M |
AEOAMERICAN EAGLE OUTFITTERS IN COM | $4.7M |
KALUKAISER ALUMINUM CORP COM PAR $0.01 | $4.1M |
DEDEERE & CO COM | $4.0M |
SLCAU S SILICA HLDGS INC COM | $3.7M |
ELLAUDER ESTEE COS INC CL A | $3.6M |
—TECH DATA CORP COM | $3.5M |
ESSESSEX PPTY TR INC COM | $3.4M |
TDTORONTO DOMINION BK ONT COM NEW | $3.3M |
CPACOPA HOLDINGS SA CL A | $3.2M |
IQVIQVIA HLDGS INC COM | $3.1M |
MAMASTERCARD INC CL A | $2.9M |
APDAIR PRODS & CHEMS INC COM | $2.8M |
MGAMAGNA INTL INC COM | $2.7M |
MRSHMARSH & MCLENNAN COS INC COM | $2.7M |
WWWWOLVERINE WORLD WIDE INC COM | $2.6M |
ELVANTHEM INC COM | $2.6M |
NKENIKE INC CL B | $2.6M |
—DEL FRISCOS RESTAURANT GROUP COM | $2.5M |
ORCLORACLE CORP COM | $2.4M |
MDTMEDTRONIC PLC SHS | $2.4M |
7HPHP INC COM | $2.4M |
JPMJPMORGAN CHASE & CO COM | $2.4M |
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