VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$11.7B
Holdings
250
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (250 positions)
| Stock | Value |
|---|---|
ECLECOLAB INC COM | $20.0M |
TJXTJX COS INC NEW COM | $20.0M |
NFLXNETFLIX INC COM | $19.0M |
HDHOME DEPOT INC COM | $19.0M |
TROXTRONOX HOLDINGS PLC SHS | $18.0M |
VSHVISHAY INTERTECHNOLOGY INC COM | $18.0M |
COSTCOSTCO WHSL CORP NEW COM | $18.0M |
KMIKINDER MORGAN INC DEL COM | $18.0M |
UEOWESTLAKE CORPORATION COM | $17.0M |
FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW | $17.0M |
MLB1MERCADOLIBRE INC COM | $17.0M |
ANETARISTA NETWORKS INC COM SHS | $17.0M |
TN1TENNANT CO COM | $17.0M |
YETIYETI HLDGS INC COM | $17.0M |
GNTXGENTEX CORP COM | $17.0M |
TRPTC ENERGY CORP COM | $16.0M |
AVBAVALONBAY CMNTYS INC COM | $16.0M |
EXREXTRA SPACE STORAGE INC COM | $16.0M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR COM | $15.0M |
LNGCHENIERE ENERGY INC COM NEW | $15.0M |
PPLPPL CORP COM | $15.0M |
WFCWELLS FARGO CO NEW COM | $15.0M |
CLCOLGATE PALMOLIVE CO COM | $15.0M |
EWEDWARDS LIFESCIENCES CORP COM | $15.0M |
ROLROLLINS INC COM | $14.0M |
WSTWEST PHARMACEUTICAL SVSC INC COM | $14.0M |
CVXCHEVRON CORP NEW COM | $14.0M |
PGRPROGRESSIVE CORP COM | $14.0M |
VICIVICI PPTYS INC COM | $14.0M |
CPCANADIAN PACIFIC KANSAS CITY COM | $14.0M |
OTISOTIS WORLDWIDE CORP COM | $14.0M |
CROXCROCS INC COM | $14.0M |
BNBROOKFIELD CORP CL A LTD VT SH | $13.0M |
LXFRLUXFER HLDGS PLC SHS | $13.0M |
PNFPPINNACLE FINL PARTNERS INC COM | $12.0M |
PHPARKER-HANNIFIN CORP COM | $12.0M |
AHRAMERICAN HEALTHCARE REIT INC COM SHS | $11.0M |
EMAEMERA INC COM | $11.0M |
AEPAMERICAN ELEC PWR CO INC COM | $11.0M |
WPCWP CAREY INC COM | $11.0M |
NKENIKE INC CL B | $11.0M |
IQVIQVIA HLDGS INC COM | $11.0M |
PANWPALO ALTO NETWORKS INC COM | $11.0M |
DOCHEALTHPEAK PROPERTIES INC COM | $10.0M |
NSCNORFOLK SOUTHN CORP COM | $10.0M |
HIWHIGHWOODS PPTYS INC COM | $10.0M |
ETNEATON CORP PLC SHS | $10.0M |
NEMNEWMONT CORP COM | $10.0M |
BKRBAKER HUGHES COMPANY CL A | $10.0M |
AMTAMERICAN TOWER CORP NEW COM | $10.0M |
TRGPTARGA RES CORP COM | $10.0M |
MCDMCDONALDS CORP COM | $10.0M |
ETRENTERGY CORP NEW COM | $10.0M |
UNPUNION PAC CORP COM | $10.0M |
PSAPUBLIC STORAGE OPER CO COM | $10.0M |
AWCAMERICAN WTR WKS CO INC NEW COM | $10.0M |
EAELECTRONIC ARTS INC COM | $9.0M |
CBRECBRE GROUP INC CL A | $9.0M |
OHIOMEGA HEALTHCARE INVS INC COM | $9.0M |
ENBENBRIDGE INC COM | $9.0M |
MPCMARATHON PETE CORP COM | $9.0M |
EDCONSOLIDATED EDISON INC COM | $9.0M |
BACVERIZON COMMUNICATIONS INC COM | $8.0M |
ICEINTERCONTINENTAL EXCHANGE IN COM | $8.0M |
LNTALLIANT ENERGY CORP COM | $8.0M |
FEFIRSTENERGY CORP COM | $8.0M |
NEENEXTERA ENERGY INC COM | $8.0M |
SHWSHERWIN WILLIAMS CO COM | $8.0M |
MRSHMARSH & MCLENNAN COS INC COM | $8.0M |
JKHYHENRY JACK & ASSOC INC COM | $8.0M |
PFSIPENNYMAC FINL SVCS INC NEW COM | $8.0M |
LXPLXP INDUSTRIAL TRUST COM | $8.0M |
CRMSALESFORCE INC COM | $8.0M |
YUMCYUM CHINA HLDGS INC COM | $7.0M |
KIMKIMCO RLTY CORP COM | $7.0M |
UNHUNITEDHEALTH GROUP INC COM | $7.0M |
IEXIDEX CORP COM | $7.0M |
PSXPHILLIPS 66 COM | $7.0M |
CMECME GROUP INC COM | $7.0M |
BRBROADRIDGE FINL SOLUTIONS IN COM | $7.0M |
SYKSTRYKER CORPORATION COM | $7.0M |
APHAMPHENOL CORP NEW CL A | $7.0M |
TXNMTXNM ENERGY INC COM | $7.0M |
WMTWALMART INC COM | $7.0M |
SOSOUTHERN CO COM | $7.0M |
ABBVABBVIE INC COM | $6.0M |
GOOGALPHABET INC CAP STK CL C | $6.0M |
HBANHUNTINGTON BANCSHARES INC COM | $6.0M |
REXRREXFORD INDL RLTY INC COM | $6.0M |
CPKCHESAPEAKE UTILS CORP COM | $6.0M |
REGREGENCY CTRS CORP COM | $6.0M |
TYLTYLER TECHNOLOGIES INC COM | $6.0M |
GRMNGARMIN LTD SHS | $6.0M |
OGEOGE ENERGY CORP COM | $6.0M |
MG1MGE ENERGY INC COM | $6.0M |
TTTRANE TECHNOLOGIES PLC SHS | $5.0M |
NOWSERVICENOW INC COM | $5.0M |
PNRPENTAIR PLC SHS | $5.0M |
SNASNAP ON INC COM | $5.0M |
CSXCSX CORP COM | $5.0M |