Livforsakringsbolaget Skandia, Omsesidigt Q4 2023 Filing

Filed January 31, 2024

Portfolio Value

$1.0B

Holdings

573

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (573 positions)

StockValue
KNXKnight-swift transportation
$2.3M
PYPLPaypal holdings inc
$2.2M
ABNBAirbnb inc-class a
$2.2M
FISVFiserv inc
$2.1M
TOLToll brothers inc
$2.1M
UEOWestlake corp
$2.1M
HUMHumana inc
$2.0M
JNPJuniper networks inc
$2.0M
IBPInstalled building products
$2.0M
GDDYGodaddy inc - class a
$2.0M
RSReliance steel & aluminum
$2.0M
LENLennar corp-a
$2.0M
AKXAnsys inc
$1.9M
HIGHartford financial svcs grp
$1.9M
SNPSSynopsys inc
$1.9M
CWCurtiss-wright corp
$1.9M
SFMSprouts farmers market inc
$1.8M
AYIAcuity brands inc
$1.8M
GPIGroup 1 automotive inc
$1.8M
WCCWesco international inc
$1.8M
GPKGraphic packaging holding co
$1.8M
RRyder system inc
$1.8M
ENVAEnova international inc
$1.7M
EXPEagle materials inc
$1.7M
PAGPenske automotive group inc
$1.7M
NKENike inc -cl b
$1.7M
PGTIUSDPgt innovations inc
$1.7M
ALSNAllison transmission holding
$1.6M
EQHEquitable holdings inc
$1.6M
CNMCore & main inc-class a
$1.6M
GOOGAlphabet inc-cl c
$1.6M
PRIPrimerica inc
$1.6M
TEXTerex corp
$1.5M
FCFSFirstcash holdings inc
$1.5M
GPORGulfport energy corp
$1.5M
DRIDarden restaurants inc
$1.5M
MCDMcdonalds corp
$1.5M
BECNUSDBeacon roofing supply inc
$1.5M
MSMMsc industrial direct co-a
$1.5M
TBBKBancorp inc/the
$1.4M
BLDTopbuild corp
$1.4M
AGCOAgco corp
$1.4M
TMOThermo fisher scientific inc
$1.4M
HNIHni corp
$1.3M
TKRTimken co
$1.3M
ANAutonation inc
$1.3M
EWEdwards lifesciences corp
$1.3M
ARWArrow electronics inc
$1.3M
SYNASynaptics inc
$1.3M
SONSonoco products co
$1.3M
CTSHCognizant tech solutions-a
$1.3M
MODModine manufacturing co
$1.3M
NMIHNmi holdings inc-class a
$1.3M
LULULululemon athletica inc
$1.3M
TMHCTaylor morrison home corp
$1.3M
SLGNSilgan holdings inc
$1.3M
CPRXCatalyst pharmaceuticals inc
$1.3M
GPCGenuine parts co
$1.2M
MRVLMarvell technology inc
$1.2M
DGDollar general corp
$1.2M
FDO.FMacys inc
$1.2M
AWGAsbury automotive group
$1.2M
RUSHARush enterprises inc-cl a
$1.2M
MUSAMurphy usa inc
$1.2M
DHRDanaher corp
$1.1M
MPWRMonolithic power systems inc
$1.1M
LRNStride inc
$1.1M
CXTCrane nxt co
$1.1M
AOSSmith (a.o.) corp
$1.1M
MTGMgic investment corp
$1.0M
GISGeneral mills inc
$1.0M
CFCf industries holdings inc
$1.0M
OSISOsi systems inc
$994K
BCCBoise cascade co
$957K
BRK/BBerkshire hathaway inc-cl b
$941K
PDCOEURPatterson cos inc
$908K
MMM3m co
$906K
TXNTexas instruments inc
$900K
GOLFAcushnet holdings corp
$897K
TXTernium sa-sponsored adr
$887K
FUTUFutu holdings ltd-adr
$863K
ADIAnalog devices inc
$860K
GU9Guess inc
$805K
FBINFortune brands innovations i
$800K
ARCBArcbest corp
$781K
WFCWells fargo & co
$779K
ULTAUlta beauty inc
$777K
MURMurphy oil corp
$772K
CSLCarlisle cos inc
$756K
LECOLincoln electric holdings
$750K
HSYHershey co/the
$718K
AMWDAmerican woodmark corp
$706K
FANGDiamondback energy inc
$682K
AG8Agilent technologies inc
$642K
NFLXNetflix inc
$586K
EFXEquifax inc
$560K
IMXIInternational money express
$559K
ALLYAlly financial inc
$531K
WOOFoot locker inc
$508K
KBHKb home
$487K
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