VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$3.4B
Holdings
207
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (207 positions)
| Stock | Value |
|---|---|
JBLJABIL INC COM | $103.1M |
BCBRUNSWICK CORP COM | $86.6M |
FSLRFIRST SOLAR INC COM | $70.1M |
STRASTRATEGIC ED INC COM | $68.6M |
ENSENERSYS COM | $67.4M |
CSCOCISCO SYS INC COM | $61.3M |
THRTHERMON GROUP HLDGS INC COM | $60.6M |
EHCENCOMPASS HEALTH CORP COM | $59.4M |
MSFTMICROSOFT CORP COM | $57.9M |
QDELQUIDELORTHO CORP COM | $57.1M |
SYYSYSCO CORP COM | $57.0M |
WF2WINTRUST FINL CORP COM | $55.9M |
WFGWEST FRASER TIMBER CO LTD COM | $54.7M |
BLKCHFBLACKROCK INC COM | $53.8M |
TRIPTRIPADVISOR INC COM | $52.7M |
HBANHUNTINGTON BANCSHARES INC COM | $52.3M |
MAMASTERCARD INCORPORATED CL A | $51.6M |
RYROYAL BK CDA SUSTAINABL COM | $49.3M |
JT5MUELLER WTR PRODS INC COM SER A | $48.0M |
FERGFERGUSON PLC NEW SHS | $47.2M |
ELLAUDER ESTEE COS INC CL A | $46.7M |
GOOGLALPHABET INC CAP STK CL A | $46.3M |
TDCTERADATA CORP DEL COM | $45.8M |
GNTXGENTEX CORP COM | $43.9M |
AMATAPPLIED MATLS INC COM | $43.3M |
DEDEERE & CO COM | $43.2M |
CBTCABOT CORP COM | $42.6M |
NKENIKE INC CL B | $42.3M |
MDTMEDTRONIC PLC SHS | $42.2M |
TXNTEXAS INSTRS INC COM | $40.6M |
AMHAMERICAN HOMES 4 RENT CL A | $39.8M |
MRSHMARSH & MCLENNAN COS INC COM | $38.7M |
DOCUSDPHYSICIANS RLTY TR COM | $37.8M |
BKNGBOOKING HOLDINGS INC COM | $37.5M |
AMEDAMEDISYS INC COM | $37.1M |
MRKMERCK & CO INC COM | $35.5M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $35.3M |
—ARGO GROUP INTL HLDGS LTD COM | $33.0M |
IQVIQVIA HLDGS INC COM | $33.0M |
RNRRENAISSANCERE HLDGS LTD COM | $32.8M |
SL2SLEEP NUMBER CORP COM | $32.3M |
TROXTRONOX HOLDINGS PLC SHS | $32.3M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $31.6M |
DOCHEALTHPEAK PROPERTIES INC COM | $31.2M |
AAPLAPPLE INC COM | $30.2M |
NEENEXTERA ENERGY INC COM | $29.6M |
EQIXEQUINIX INC COM | $28.2M |
AVBAVALONBAY CMNTYS INC COM | $28.0M |
SPGIS&P GLOBAL INC COM | $27.6M |
LXFRLUXFER HLDGS PLC SHS | $27.0M |
KMIKINDER MORGAN INC DEL COM | $26.7M |
DRHDIAMONDROCK HOSPITALITY CO COM | $24.8M |
OMCOMNICOM GROUP INC COM | $24.7M |
WMBWILLIAMS COS INC COM | $24.7M |
TRTN-PATRITON INTL LTD CL A | $24.7M |
CAHCARDINAL HEALTH INC COM | $24.3M |
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK | $24.2M |
EHABENHABIT INC COM | $23.1M |
PRUPRUDENTIAL FINL INC COM | $23.0M |
PEPPEPSICO INC COM | $22.8M |
ALVAUTOLIV INC COM | $21.9M |
TRVCCITIGROUP INC COM NEW | $21.8M |
CRMSALESFORCE INC COM | $21.6M |
MCDMCDONALDS CORP COM | $21.2M |
PTCPTC INC COM | $21.0M |
ANFABERCROMBIE & FITCH CO CL A | $20.2M |
PLDPROLOGIS INC. COM | $20.0M |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $19.8M |
XYLXYLEM INC COM | $19.8M |
KROKRONOS WORLDWIDE INC COM | $19.3M |
IFFINTERNATIONAL FLAVORS&FRAGRA COM | $18.8M |
AREALEXANDRIA REAL ESTATE EQ IN COM | $18.4M |
GILDGILEAD SCIENCES INC COM | $17.7M |
JPMJPMORGAN CHASE & CO COM | $17.5M |
SUISUN CMNTYS INC COM | $16.5M |
INVHINVITATION HOMES INC COM | $16.5M |
CMECME GROUP INC COM | $15.8M |
PRGSPROGRESS SOFTWARE CORP COM | $15.6M |
REXRREXFORD INDL RLTY INC COM | $15.2M |
DKDELEK US HLDGS INC NEW COM | $15.0M |
ATVIEURACTIVISION BLIZZARD INC COM | $14.9M |
EXECHESAPEAKE ENERGY CORP COM | $14.5M |
SIGASIGA TECHNOLOGIES INC COM | $13.9M |
STAGSTAG INDL INC COM | $13.9M |
CUBECUBESMART COM | $13.8M |
SPGSIMON PPTY GROUP INC NEW COM | $13.0M |
LXPUSDLXP INDUSTRIAL TRUST COM | $12.8M |
PPLPPL CORP COM | $12.8M |
UNHUNITEDHEALTH GROUP INC COM | $12.4M |
BNLBROADSTONE NET LEASE INC COM | $12.4M |
HIWHIGHWOODS PPTYS INC COM | $12.2M |
AEOAMERICAN EAGLE OUTFITTERS IN COM | $12.1M |
AMTAMERICAN TOWER CORP NEW COM | $11.4M |
DISDISNEY WALT CO COM | $10.9M |
SHOSUNSTONE HOTEL INVS INC NEW COM | $10.4M |
UNPUNION PAC CORP COM | $10.2M |
TRNOTERRENO RLTY CORP COM | $10.2M |
XOMEXXON MOBIL CORP COM | $9.9M |
SITCUSDSITE CTRS CORP COM | $9.5M |
EXREXTRA SPACE STORAGE INC COM | $9.4M |
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