VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$5.6B
Holdings
207
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (207 positions)
| Stock | Value |
|---|---|
HIWHIGHWOODS PPTYS INC COM | $12.0M |
DDOGDATADOG INC CL A COM | $11.0M |
SIGASIGA TECHNOLOGIES INC COM | $11.0M |
DISDISNEY WALT CO COM | $10.0M |
UNHUNITEDHEALTH GROUP INC COM | $10.0M |
CPCANADIAN PACIFIC KANSAS CITY COM | $10.0M |
SHOSUNSTONE HOTEL INVS INC NEW COM | $10.0M |
XOMEXXON MOBIL CORP COM | $9.0M |
HSTHOST HOTELS & RESORTS INC COM | $9.0M |
AMTAMERICAN TOWER CORP NEW COM | $9.0M |
UNPUNION PAC CORP COM | $9.0M |
SOSOUTHERN CO COM | $8.0M |
NVDANVIDIA CORPORATION COM | $7.0M |
ABTABBOTT LABS COM | $7.0M |
HDHOME DEPOT INC COM | $7.0M |
CLVTCLARIVATE PLC ORD SHS | $7.0M |
SRESEMPRA COM | $7.0M |
PRGSPROGRESS SOFTWARE CORP COM | $6.0M |
REGREGENCY CTRS CORP COM | $6.0M |
LNGCHENIERE ENERGY INC COM NEW | $5.0M |
AEPAMERICAN ELEC PWR CO INC COM | $5.0M |
CUBECUBESMART COM | $5.0M |
PSAPUBLIC STORAGE COM | $5.0M |
WECWEC ENERGY GROUP INC COM | $5.0M |
CMSCMS ENERGY CORP COM | $4.0M |
CSXCSX CORP COM | $4.0M |
TDWTIDEWATER INC NEW COM | $4.0M |
TRGPTARGA RES CORP COM | $3.0M |
VRTXVERTEX PHARMACEUTICALS INC COM | $3.0M |
HSYHERSHEY CO COM | $3.0M |
HOLXHOLOGIC INC COM | $3.0M |
AWCAMERICAN WTR WKS CO INC NEW COM | $3.0M |
FSVFIRSTSERVICE CORP NEW COM | $3.0M |
LIILENNOX INTL INC COM | $3.0M |
KOCOCA COLA CO COM | $3.0M |
XELXCEL ENERGY INC COM | $3.0M |
PCARPACCAR INC COM | $3.0M |
HRHEALTHCARE RLTY TR CL A COM | $3.0M |
IPGINTERPUBLIC GROUP COS INC COM | $3.0M |
SNASNAP ON INC COM | $3.0M |
EAELECTRONIC ARTS INC COM | $3.0M |
AESAES CORP COM | $2.0M |
DOLEDOLE PLC ORD SHS | $2.0M |
ANETEURARISTA NETWORKS INC COM | $2.0M |
ENBENBRIDGE INC COM | $2.0M |
AFWALIGN TECHNOLOGY INC COM | $2.0M |
ELVELEVANCE HEALTH INC COM | $2.0M |
LULULULULEMON ATHLETICA INC COM | $2.0M |
DDOMINION ENERGY INC COM | $2.0M |
DOVDOVER CORP COM | $2.0M |
LINLINDE PLC SHS | $2.0M |
FOXFOX CORP CL B COM | $2.0M |
OREALTY INCOME CORP COM | $2.0M |
CCUCOMPANIA CERVECERIAS UNIDAS SPONSORED ADR | $2.0M |
VLOVALERO ENERGY CORP COM | $2.0M |
ETRENTERGY CORP NEW COM | $2.0M |
MPCMARATHON PETE CORP COM | $2.0M |
COSTCOSTCO WHSL CORP NEW COM | $2.0M |
GRMNGARMIN LTD SHS | $2.0M |
INTUINTUIT COM | $2.0M |
BLDRBUILDERS FIRSTSOURCE INC COM | $1.0M |
LVLNSPDR SER TR S&P REGL BKG | $1.0M |
JOEST JOE CO COM | $1.0M |
AERAERCAP HOLDINGS NV SHS | $1.0M |
DO1USDDIAMOND OFFSHORE DRILLING IN COM | $1.0M |
ICEINTERCONTINENTAL EXCHANGE IN COM | $1.0M |
EIXEDISON INTL COM | $1.0M |
FDSFACTSET RESH SYS INC COM | $1.0M |
TRNOTERRENO RLTY CORP COM | $1.0M |
VALVALARIS LIMITED CL A | $1.0M |
PCGPG&E CORP COM | $1.0M |
NENOBLE CORP PLC ORD SHS A | $1.0M |
WCCWESCO INTL INC COM | $1.0M |
STLDSTEEL DYNAMICS INC COM | $1.0M |
GTMZOOMINFO TECHNOLOGIES INC COMMON STOCK | $986K |
WBDWARNER BROS DISCOVERY INC COM SER A | $480K |
TRITHOMSON REUTERS CORP. COM | $476K |
SBCSABRA HEALTH CARE REIT INC COM | $354K |
VRSNVERISIGN INC COM | $328K |
ABBVABBVIE INC COM | $258K |
APLEAPPLE HOSPITALITY REIT INC COM NEW | $188K |
FRFIRST INDL RLTY TR INC COM | $142K |
BKNGBOOKING HOLDINGS INC COM | $139K |
AWMSKYWORKS SOLUTIONS INC COM | $132K |
WTRGESSENTIAL UTILS INC COM | $96K |
GILGILDAN ACTIVEWEAR INC COM | $83K |
TTELUS CORPORATION COM | $82K |
MKLMARKEL GROUP INC COM | $69K |
FFORD MTR CO DEL COM | $57K |
BLKCHFBLACKROCK INC COM | $52K |
WYWEYERHAEUSER CO MTN BE COM NEW | $49K |
HPEHEWLETT PACKARD ENTERPRISE C COM | $44K |
BMYBRISTOL-MYERS SQUIBB CO COM | $42K |
QCOMQUALCOMM INC COM | $39K |
KELKELLOGG CO COM | $39K |
ULTAULTA BEAUTY INC COM | $38K |
MLB1MERCADOLIBRE INC COM | $36K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $34K |
BACBANK AMERICA CORP COM | $34K |
IBMINTERNATIONAL BUSINESS MACHS COM | $27K |