VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$9.6B
Holdings
228
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (228 positions)
| Stock | Value |
|---|---|
IPGINTERPUBLIC GROUP COS INC COM | $3.0M |
COLDAMERICOLD REALTY TRUST INC COM | $2.7M |
SL2SLEEP NUMBER CORP COM | $2.5M |
BNBROOKFIELD CORP CL A LTD VT SH | $2.4M |
CFCF INDS HLDGS INC COM | $2.2M |
CUBECUBESMART COM | $2.0M |
DOVDOVER CORP COM | $1.4M |
DRHDIAMONDROCK HOSPITALITY CO COM | $1.2M |
GPORGULFPORT ENERGY CORP COMMON SHARES | $1.1M |
VALVALARIS LTD CL A | $933K |
BLDRBUILDERS FIRSTSOURCE INC COM | $758K |
AERAERCAP HOLDINGS NV SHS | $483K |
WBDWARNER BROS DISCOVERY INC COM SER A | $403K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR COM | $399K |
FOXFOX CORP CL B COM | $385K |
TDWTIDEWATER INC NEW COM | $358K |
FSVFIRSTSERVICE CORP NEW COM | $346K |
VRTXVERTEX PHARMACEUTICALS INC COM | $338K |
GRMNGARMIN LTD SHS | $306K |
ENBENBRIDGE INC COM | $263K |
INTUINTUIT COM | $235K |
LULULULULEMON ATHLETICA INC COM | $182K |
WTRGESSENTIAL UTILS INC COM | $133K |
SRESEMPRA COM | $115K |
LXPUSDLXP INDUSTRIAL TRUST COM | $113K |
REGREGENCY CTRS CORP COM | $105K |
APLEAPPLE HOSPITALITY REIT INC COM NEW | $86K |
CUZCOUSINS PPTYS INC COM NEW | $3K |
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