Livforsakringsbolaget Skandia, Omsesidigt Q2 2024 Filing

Filed July 15, 2024

Portfolio Value

$1.2B

Holdings

564

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (564 positions)

StockValue
IBPInstalled building products
$2.3M
ABNBAirbnb inc-class a
$2.3M
ALSNAllison transmission holding
$2.1M
AYIAcuity brands inc
$2.1M
UEOWestlake corp
$2.1M
SNPSSynopsys inc
$2.1M
AKAMAkamai technologies inc
$2.1M
PYPLPaypal holdings inc
$2.1M
CROXCrocs inc
$2.0M
NFLXNetflix inc
$2.0M
LRNStride inc
$2.0M
RSReliance inc
$2.0M
EQHEquitable holdings inc
$2.0M
GEGeneral electric co
$2.0M
CNMCore & main inc-class a
$2.0M
KNXKnight-swift transportation
$2.0M
LENLennar corp-a
$2.0M
GPKGraphic packaging holding co
$1.9M
EXPEagle materials inc
$1.8M
AWIArmstrong world industries
$1.8M
PRIPrimerica inc
$1.8M
WF2Wintrust financial corp
$1.8M
HNIHni corp
$1.8M
GPIGroup 1 automotive inc
$1.8M
NOWServicenow inc
$1.7M
AKXAnsys inc
$1.7M
GPORGulfport energy corp
$1.7M
GOOGAlphabet inc-cl c
$1.6M
PAGPenske automotive group inc
$1.6M
EWEdwards lifesciences corp
$1.6M
KTBKontoor brands inc
$1.6M
MUSAMurphy usa inc
$1.6M
BECNUSDBeacon roofing supply inc
$1.5M
VCTRVictory capital holding - a
$1.5M
BB4Axos financial inc
$1.5M
BLDTopbuild corp
$1.5M
MPWRMonolithic power systems inc
$1.5M
TEXTerex corp
$1.5M
FCFSFirstcash holdings inc
$1.5M
DRIDarden restaurants inc
$1.4M
TMHCTaylor morrison home corp
$1.3M
TMOThermo fisher scientific inc
$1.3M
NMIHNmi holdings inc
$1.3M
SFMSprouts farmers market inc
$1.3M
NXTNextracker inc-cl a
$1.3M
ANFAbercrombie & fitch co-cl a
$1.3M
OSKOshkosh corp
$1.3M
ENVAEnova international inc
$1.2M
ALVAutoliv inc
$1.2M
GPCGenuine parts co
$1.2M
CXTCrane nxt co
$1.2M
HUMHumana inc
$1.2M
DGDollar general corp
$1.2M
SONSonoco products co
$1.2M
SLGNSilgan holdings inc
$1.2M
FDO.FMacy's inc
$1.2M
CPRXCatalyst pharmaceuticals inc
$1.2M
MTGMgic investment corp
$1.2M
CTSHCognizant tech solutions-a
$1.2M
MSMMsc industrial direct co-a
$1.1M
NKENike inc -cl b
$1.1M
AOSSmith (a.o.) corp
$1.1M
MODModine manufacturing co
$1.1M
AEOAmerican eagle outfitters
$1.1M
OSISOsi systems inc
$1.1M
SYNASynaptics inc
$1.0M
GISGeneral mills inc
$1.0M
RUSHARush enterprises inc-cl a
$982K
CSLCarlisle cos inc
$981K
ADIAnalog devices inc
$965K
BRK/BBerkshire hathaway inc-cl b
$952K
PLMRPalomar holdings inc
$914K
TBBKBancorp inc/the
$906K
GOLFAcushnet holdings corp
$901K
WFCWells fargo & co
$899K
BCCBoise cascade co
$882K
FANGDiamondback energy inc
$881K
TXNTexas instruments inc
$851K
RLRalph lauren corp
$808K
PDCOEURPatterson cos inc
$769K
MURMurphy oil corp
$746K
QLYSQualys inc
$734K
HRMYHarmony biosciences holdings
$733K
GU9Guess inc
$712K
HSYHershey co/the
$707K
ANAutonation inc
$700K
ARCBArcbest corp
$696K
PANWPalo alto networks inc
$672K
LULULululemon athletica inc
$670K
LECOLincoln electric holdings
$651K
ALLYAlly financial inc
$603K
AMWDAmerican woodmark corp
$597K
KBHKb home
$547K
GRALAbbvie inc
$541K
VRTVertiv holdings co-a
$536K
AG8Agilent technologies inc
$521K
PSNYPolestar automotive-cl a ads
$518K
MSIMotorola solutions inc
$515K
PLAYDave & buster's entertainmen
$510K
CFCf industries holdings inc
$478K
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