VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$2.5B
Holdings
209
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (209 positions)
| Stock | Value |
|---|---|
JBLJABIL INC COM | $89.8M |
BCBRUNSWICK CORP COM | $80.0M |
FSLRFIRST SOLAR INC COM | $72.9M |
TRIPTRIPADVISOR INC COM | $62.8M |
STRASTRATEGIC ED INC COM | $58.2M |
WF2WINTRUST FINL CORP COM | $54.5M |
ENSENERSYS COM | $54.2M |
WFGWEST FRASER TIMBER CO LTD COM | $53.5M |
EHCENCOMPASS HEALTH CORP COM | $49.7M |
THRTHERMON GROUP HLDGS INC COM | $49.0M |
HBANHUNTINGTON BANCSHARES INC COM | $47.1M |
JT5MUELLER WTR PRODS INC COM SER A | $46.5M |
TDCTERADATA CORP DEL COM | $42.8M |
SL2SLEEP NUMBER CORP COM | $42.5M |
AMHAMERICAN HOMES 4 RENT CL A | $42.5M |
CBTCABOT CORP COM | $41.2M |
QDELQUIDELORTHO CORP COM | $39.2M |
GNTXGENTEX CORP COM | $38.8M |
AVBAVALONBAY CMNTYS INC COM | $36.6M |
SYYSYSCO CORP COM | $34.1M |
RNRRENAISSANCERE HLDGS LTD COM | $32.1M |
RYROYAL BK CDA COM | $29.8M |
DOCUSDPHYSICIANS RLTY TR COM | $29.4M |
LXFRLUXFER HLDGS PLC SHS | $28.4M |
CSCOCISCO SYS INC COM | $28.2M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $26.1M |
ANFABERCROMBIE & FITCH CO CL A | $25.9M |
FERGFERGUSON PLC NEW SHS | $25.2M |
—ARGO GROUP INTL HLDGS LTD COM | $24.9M |
KMIKINDER MORGAN INC DEL COM | $24.9M |
TROXTRONOX HOLDINGS PLC SHS | $24.0M |
TXNTEXAS INSTRS INC COM | $24.0M |
MRKMERCK & CO INC COM | $22.4M |
CAHCARDINAL HEALTH INC COM | $22.1M |
DRHDIAMONDROCK HOSPITALITY CO COM | $21.4M |
PEPPEPSICO INC COM | $21.2M |
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK | $20.9M |
SPGSIMON PPTY GROUP INC NEW COM | $20.8M |
OMCOMNICOM GROUP INC COM | $20.6M |
AMEDAMEDISYS INC COM | $20.0M |
PRUPRUDENTIAL FINL INC COM | $19.9M |
GRT-UCADGRANITE REAL ESTATE INVT TR UNIT 99/99/9999 | $19.8M |
TRTN-PATRITON INTL LTD CL A | $19.6M |
PRGSPROGRESS SOFTWARE CORP COM | $19.3M |
KROKRONOS WORLDWIDE INC COM | $19.2M |
AREALEXANDRIA REAL ESTATE EQ IN COM | $18.6M |
MSFTMICROSOFT CORP COM | $18.6M |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $18.4M |
DKDELEK US HLDGS INC NEW COM | $18.3M |
TRVCCITIGROUP INC COM NEW | $17.8M |
ALVAUTOLIV INC COM | $17.6M |
EHABENHABIT INC COM | $17.0M |
GILDGILEAD SCIENCES INC COM | $16.9M |
MRSHMARSH & MCLENNAN COS INC COM | $15.1M |
EXECHESAPEAKE ENERGY CORP COM | $14.7M |
SUISUN CMNTYS INC COM | $14.7M |
DOCHEALTHPEAK PROPERTIES INC COM | $14.6M |
PLDPROLOGIS INC. COM | $14.1M |
MAMASTERCARD INCORPORATED CL A | $14.0M |
DEDEERE & CO COM | $14.0M |
GOOGLALPHABET INC CAP STK CL A | $13.9M |
STAGSTAG INDL INC COM | $13.8M |
CUBECUBESMART COM | $13.7M |
REXRREXFORD INDL RLTY INC COM | $13.6M |
AEOAMERICAN EAGLE OUTFITTERS IN COM | $13.1M |
LXPUSDLXP INDUSTRIAL TRUST COM | $12.6M |
ELLAUDER ESTEE COS INC CL A | $12.1M |
TRNOTERRENO RLTY CORP COM | $12.1M |
EXREXTRA SPACE STORAGE INC COM | $11.9M |
PG4PRINCIPAL FINANCIAL GROUP IN COM | $11.9M |
HIWHIGHWOODS PPTYS INC COM | $11.7M |
AMATAPPLIED MATLS INC COM | $11.3M |
IQVIQVIA HLDGS INC COM | $11.2M |
PPLPPL CORP COM | $11.1M |
BACVERIZON COMMUNICATIONS INC COM | $11.0M |
BNLBROADSTONE NET LEASE INC COM | $11.0M |
AMTAMERICAN TOWER CORP NEW COM | $10.9M |
NEENEXTERA ENERGY INC COM | $10.7M |
NKENIKE INC CL B | $10.5M |
SHOSUNSTONE HOTEL INVS INC NEW COM | $10.3M |
SPGIS&P GLOBAL INC COM | $10.1M |
INVHINVITATION HOMES INC COM | $9.8M |
IRTINDEPENDENCE RLTY TR INC COM | $9.5M |
HSTHOST HOTELS & RESORTS INC COM | $8.9M |
AAPLAPPLE INC COM | $8.7M |
SIGASIGA TECHNOLOGIES INC COM | $8.1M |
HRHEALTHCARE RLTY TR CL A COM | $8.0M |
MDTMEDTRONIC PLC SHS | $8.0M |
SRESEMPRA COM | $7.4M |
CRMSALESFORCE INC COM | $6.9M |
CP.TOCANADIAN PAC RY LTD COM | $6.6M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $6.5M |
LNGCHENIERE ENERGY INC COM NEW | $6.3M |
WMBWILLIAMS COS INC COM | $5.8M |
AEPAMERICAN ELEC PWR CO INC COM | $5.8M |
XYLXYLEM INC COM | $5.7M |
PTCPTC INC COM | $5.7M |
SOSOUTHERN CO COM | $5.5M |
VVISA INC COM CL A | $4.8M |
WECWEC ENERGY GROUP INC COM | $4.7M |
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