Livforsakringsbolaget Skandia, Omsesidigt Q4 2024 Filing

Filed January 28, 2025

Portfolio Value

$1.9B

Holdings

572

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (572 positions)

StockValue
DHIDr horton inc
$3.6M
GFFGriffon corp
$3.5M
MRKMerck & co. inc.
$3.5M
GMS1EURGms inc
$3.5M
AYIAcuity brands inc
$3.2M
AWIArmstrong world industries
$3.2M
TOLToll brothers inc
$3.2M
GPIGroup 1 automotive inc
$3.1M
EQHEquitable holdings inc
$3.0M
BWABorgwarner inc
$3.0M
ATMUAtmus filtration technologie
$3.0M
KTBKontoor brands inc
$2.9M
AKAMAkamai technologies inc
$2.8M
OTXOpen text corp
$2.8M
VCTRVictory capital holding - a
$2.8M
HALOHalozyme therapeutics inc
$2.7M
RLRalph lauren corp
$2.7M
TMOThermo fisher scientific inc
$2.6M
EXPEagle materials inc
$2.6M
PRIPrimerica inc
$2.6M
GPORGulfport energy corp
$2.6M
CNMCore & main inc-class a
$2.6M
INGRIngredion inc
$2.6M
WFCWells fargo & co
$2.5M
EXLSExlservice holdings inc
$2.5M
GPKGraphic packaging holding co
$2.4M
ADSKAutodesk inc
$2.4M
FTDRFrontdoor inc
$2.3M
BB4Axos financial inc
$2.3M
ABNBAirbnb inc-class a
$2.3M
TMHCTaylor morrison home corp
$2.3M
NOWServicenow inc
$2.2M
PCTYPaylocity holding corp
$2.2M
IBPInstalled building products
$2.2M
AMGAffiliated managers group
$2.1M
BECNUSDBeacon roofing supply inc
$2.1M
KBHKb home
$2.1M
CROXCrocs inc
$2.1M
MUSAMurphy usa inc
$2.1M
WF2Wintrust financial corp
$2.1M
PAGPenske automotive group inc
$2.0M
APPApplovin corp-class a
$1.9M
ENVAEnova international inc
$1.9M
SLGNSilgan holdings inc
$1.8M
SNPSSynopsys inc
$1.8M
GRBKGreen brick partners inc
$1.8M
FCFSFirstcash holdings inc
$1.8M
HNIHni corp
$1.7M
NMIHNmi holdings inc
$1.7M
CSLCarlisle cos inc
$1.7M
KMBKimberly-clark corp
$1.7M
HRMYHarmony biosciences holdings
$1.6M
OSISOsi systems inc
$1.6M
RUSHARush enterprises inc-cl a
$1.6M
MTGMgic investment corp
$1.6M
DISWalt disney co/the
$1.6M
IBMIntl business machines corp
$1.6M
TBBKBancorp inc/the
$1.6M
TEXTerex corp
$1.5M
AMDAdvanced micro devices
$1.5M
GPCGenuine parts co
$1.4M
CXTCrane nxt co
$1.4M
BLDTopbuild corp
$1.4M
GISGeneral mills inc
$1.4M
SPGIS&p global inc
$1.3M
AXPAmerican express co
$1.3M
DHRDanaher corp
$1.3M
BACVerizon communications inc
$1.3M
CBTCabot corp
$1.3M
ANFAbercrombie & fitch co-cl a
$1.3M
FUTUFutu holdings ltd-adr
$1.3M
GOLFAcushnet holdings corp
$1.3M
TXNTexas instruments inc
$1.2M
TAt&t inc
$1.2M
NXTNextracker inc-cl a
$1.2M
LOWLowe's cos inc
$1.2M
UNPUnion pacific corp
$1.2M
PFEPfizer inc
$1.2M
SHOOSteven madden ltd
$1.2M
PLTRPalantir technologies inc-a
$1.2M
NEENextera energy inc
$1.2M
DWDMorgan stanley
$1.1M
OSKOshkosh corp
$1.1M
TJXTjx companies inc
$1.1M
AEOAmerican eagle outfitters
$1.1M
BSXBoston scientific corp
$1.1M
PGRProgressive corp
$1.0M
SONSonoco products co
$1.0M
BLKBlackrock inc
$1.0M
ALVAutoliv inc
$1.0M
TRVCCitigroup inc
$995K
PANWPalo alto networks inc
$979K
MODModine manufacturing co
$974K
GILDGilead sciences inc
$953K
ANAutonation inc
$933K
BMYBristol-myers squibb co
$929K
BXBlackstone inc
$924K
TMUST-mobile us inc
$916K
PLMRPalomar holdings inc
$886K
SLMSlm corp
$869K
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