VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$10.5B
Holdings
239
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (239 positions)
| Stock | Value |
|---|---|
EXEEXPAND ENERGY CORPORATION COM | $18.2M |
LINLINDE PLC SHS | $18.1M |
TSLATESLA INC COM | $18.0M |
ECLECOLAB INC COM | $18.0M |
WELLWELLTOWER INC COM | $17.8M |
GEGE AEROSPACE COM NEW | $17.7M |
NKENIKE INC CL B | $16.3M |
AWCAMERICAN WTR WKS CO INC NEW COM | $16.0M |
LXFRLUXFER HLDGS PLC SHS | $16.0M |
BACBANK AMERICA CORP COM | $15.4M |
MAMASTERCARD INCORPORATED CL A | $15.2M |
CPCANADIAN PACIFIC KANSAS CITY COM | $15.1M |
REXRREXFORD INDL RLTY INC COM | $15.0M |
PPLPPL CORP COM | $14.7M |
CATCATERPILLAR INC COM | $14.6M |
TKRTIMKEN CO COM | $14.4M |
CVXCHEVRON CORP NEW COM | $14.4M |
TROXTRONOX HOLDINGS PLC SHS | $14.2M |
TJXTJX COS INC NEW COM | $14.2M |
ABTABBOTT LABS COM | $14.2M |
WFCWELLS FARGO CO NEW COM | $13.9M |
UEOWESTLAKE CORPORATION COM | $13.9M |
PSXPHILLIPS 66 COM | $13.8M |
KVUEKENVUE INC COM | $13.7M |
BNLBROADSTONE NET LEASE INC COM | $13.6M |
APHAMPHENOL CORP NEW CL A | $13.3M |
KMIKINDER MORGAN INC DEL COM | $13.3M |
A4SAMERIPRISE FINL INC COM | $12.8M |
SPGIS&P GLOBAL INC COM | $12.7M |
MCDMCDONALDS CORP COM | $12.7M |
ICEINTERCONTINENTAL EXCHANGE IN COM | $12.7M |
STAGSTAG INDL INC COM | $12.6M |
PSAPUBLIC STORAGE OPER CO COM | $12.4M |
AMTAMERICAN TOWER CORP NEW COM | $12.3M |
CBRECBRE GROUP INC CL A | $12.2M |
TRPTC ENERGY CORP COM | $12.2M |
MPCMARATHON PETE CORP COM | $11.9M |
YUMCYUM CHINA HLDGS INC COM | $11.8M |
PGRPROGRESSIVE CORP COM | $11.7M |
PANWPALO ALTO NETWORKS INC COM | $11.7M |
GMS1EURGMS INC COM | $11.6M |
CRMSALESFORCE INC COM | $11.6M |
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW | $11.3M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR COM | $11.2M |
QDELQUIDELORTHO CORP COM | $11.1M |
FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW | $11.0M |
BSXBOSTON SCIENTIFIC CORP COM | $10.9M |
EMAEMERA INC COM | $10.7M |
DDOMINION ENERGY INC COM | $10.4M |
COSTCOSTCO WHSL CORP NEW COM | $10.2M |
EWEDWARDS LIFESCIENCES CORP COM | $10.1M |
ABBVABBVIE INC COM | $10.1M |
DISDISNEY WALT CO COM | $10.1M |
NOWSERVICENOW INC COM | $9.8M |
ATSATS CORPORATION COM | $9.8M |
BKRBAKER HUGHES COMPANY CL A | $9.4M |
PHPARKER-HANNIFIN CORP COM | $9.3M |
EAELECTRONIC ARTS INC COM | $9.0M |
SYKSTRYKER CORPORATION COM | $8.9M |
ROLROLLINS INC COM | $8.8M |
BRBROADRIDGE FINL SOLUTIONS IN COM | $8.8M |
NUENUCOR CORP COM | $8.7M |
FDSFACTSET RESH SYS INC COM | $8.6M |
SOSOUTHERN CO COM | $8.4M |
NTAPNETAPP INC COM | $8.4M |
FICOFAIR ISAAC CORP COM | $8.4M |
SHWSHERWIN WILLIAMS CO COM | $8.4M |
JKHYHENRY JACK & ASSOC INC COM | $8.3M |
CMECME GROUP INC COM | $8.3M |
FEFIRSTENERGY CORP COM | $8.3M |
NEENEXTERA ENERGY INC COM | $8.2M |
TYLTYLER TECHNOLOGIES INC COM | $8.1M |
LIILENNOX INTL INC COM | $8.1M |
IQVIQVIA HLDGS INC COM | $8.0M |
ESEVERSOURCE ENERGY COM | $8.0M |
ETRENTERGY CORP NEW COM | $7.9M |
LXPUSDLXP INDUSTRIAL TRUST COM | $7.9M |
LNTALLIANT ENERGY CORP COM | $7.9M |
APLEAPPLE HOSPITALITY REIT INC COM NEW | $7.8M |
IEXIDEX CORP COM | $7.8M |
UNHUNITEDHEALTH GROUP INC COM | $7.7M |
AZOAUTOZONE INC COM | $7.6M |
TTTRANE TECHNOLOGIES PLC SHS | $7.6M |
IRMIRON MTN INC DEL COM | $7.5M |
TRITHOMSON REUTERS CORP COM | $7.5M |
BNBROOKFIELD CORP CL A LTD VT SH | $7.4M |
KRCKILROY RLTY CORP COM | $7.2M |
TXNMTXNM ENERGY INC COM | $7.2M |
OGEOGE ENERGY CORP COM | $7.1M |
ANETARISTA NETWORKS INC COM SHS | $7.0M |
TRGPTARGA RES CORP COM | $7.0M |
LRCXLAM RESEARCH CORP COM NEW | $6.9M |
HIWHIGHWOODS PPTYS INC COM | $6.8M |
NWENORTHWESTERN ENERGY GROUP IN COM NEW | $6.7M |
CPKCHESAPEAKE UTILS CORP COM | $6.7M |
PORPORTLAND GEN ELEC CO COM NEW | $6.4M |
HRHEALTHCARE RLTY TR CL A COM | $6.4M |
SUISUN CMNTYS INC COM | $6.4M |
PNRPENTAIR PLC SHS | $6.2M |
MG1MGE ENERGY INC COM | $6.1M |