Livforsakringsbolaget Skandia, Omsesidigt Q1 2024 Filing

Filed April 23, 2024

Portfolio Value

$1.2B

Holdings

568

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (568 positions)

StockValue
TOLToll brothers inc
$2.6M
ABNBAirbnb inc-class a
$2.6M
JNPJuniper networks inc
$2.5M
FISVFiserv inc
$2.5M
SFMSprouts farmers market inc
$2.4M
PYPLPaypal holdings inc
$2.4M
AYIAcuity brands inc
$2.4M
RSReliance inc
$2.4M
CNMCore & main inc-class a
$2.3M
EXPEagle materials inc
$2.3M
ALSNAllison transmission holding
$2.3M
LENLennar corp-a
$2.3M
UEOWestlake corp
$2.2M
KNXKnight-swift transportation
$2.2M
CWCurtiss-wright corp
$2.1M
SNPSSynopsys inc
$2.1M
GPKGraphic packaging holding co
$2.1M
ENVAEnova international inc
$2.0M
PRIPrimerica inc
$1.9M
EQHEquitable holdings inc
$1.9M
MODModine manufacturing co
$1.9M
AKXAnsys inc
$1.8M
HNIHni corp
$1.8M
GPORGulfport energy corp
$1.8M
FCFSFirstcash holdings inc
$1.8M
LRNStride inc
$1.7M
GPIGroup 1 automotive inc
$1.7M
PAGPenske automotive group inc
$1.7M
NFLXNetflix inc
$1.7M
TEXTerex corp
$1.7M
GOOGAlphabet inc-cl c
$1.7M
BLDTopbuild corp
$1.7M
EWEdwards lifesciences corp
$1.6M
BECNUSDBeacon roofing supply inc
$1.6M
DRIDarden restaurants inc
$1.5M
TMHCTaylor morrison home corp
$1.5M
TMOThermo fisher scientific inc
$1.5M
ANAutonation inc
$1.5M
NKENike inc -cl b
$1.5M
DGDollar general corp
$1.4M
NXTNextracker inc-cl a
$1.4M
GPCGenuine parts co
$1.4M
MSMMsc industrial direct co-a
$1.4M
NMIHNmi holdings inc-class a
$1.4M
MUSAMurphy usa inc
$1.4M
CROXCrocs inc
$1.4M
SLGNSilgan holdings inc
$1.3M
SONSonoco products co
$1.3M
WF2Wintrust financial corp
$1.3M
MRVLMarvell technology inc
$1.3M
TBBKBancorp inc/the
$1.3M
RUSHARush enterprises inc-cl a
$1.3M
CTSHCognizant tech solutions-a
$1.2M
MPWRMonolithic power systems inc
$1.2M
CXTCrane nxt co
$1.2M
FDO.FMacys inc
$1.2M
MTGMgic investment corp
$1.2M
CPRXCatalyst pharmaceuticals inc
$1.2M
AOSSmith (a.o.) corp
$1.2M
HUMHumana inc
$1.2M
BCCBoise cascade co
$1.1M
SYNASynaptics inc
$1.1M
BRK/BBerkshire hathaway inc-cl b
$1.1M
GISGeneral mills inc
$1.1M
OSISOsi systems inc
$1.1M
GU9Guess inc
$1.1M
CFCf industries holdings inc
$1.1M
KTBKontoor brands inc
$975K
CSLCarlisle cos inc
$947K
GOLFAcushnet holdings corp
$936K
ISRGIntuitive surgical inc
$933K
ARCBArcbest corp
$924K
TXNTexas instruments inc
$919K
WFCWells fargo & co
$917K
FBINFortune brands innovations i
$889K
PDCOEURPatterson cos inc
$881K
LECOLincoln electric holdings
$880K
LULULululemon athletica inc
$878K
FANGDiamondback energy inc
$872K
RLRalph lauren corp
$866K
ADIAnalog devices inc
$856K
FUTUFutu holdings ltd-adr
$855K
ULTAUlta beauty inc
$829K
MURMurphy oil corp
$827K
NOWServicenow inc
$815K
HRMYHarmony biosciences holdings
$814K
AMWDAmerican woodmark corp
$770K
BB4Axos financial inc
$762K
HSYHershey co/the
$749K
AWIArmstrong world industries
$671K
AG8Agilent technologies inc
$670K
PANWPalo alto networks inc
$619K
ALLYAlly financial inc
$616K
QLYSQualys inc
$608K
IMXIInternational money express
$576K
KBHKb home
$552K
MRO*Marathon oil corp
$544K
MSIMotorola solutions inc
$509K
DISWalt disney co/the
$507K
PLAYDave & buster's entertainmen
$476K
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