VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q2 2016 Filing

Filed August 12, 2016

Portfolio Value

$850.0B

Holdings

147

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (147 positions)

#StockSharesValue% PortfolioType
101
MPTMEDICAL PPTYS TRUST INC COM
73,799$1.1B0.13%
102
UEURBAN EDGE PPTYS COM
36,242$1.1B0.13%
103
GRAMERCY PPTY TR COM
116,684$1.1B0.13%
104
SPIRIT RLTY CAP INC NEW COM
83,915$1.1B0.13%
105
POST PPTYS INC COM
17,233$1.1B0.12%
106
FELCOR LODGING TR INC COM
152,953$953.0M0.11%
107
SESPECTRA ENERGY CORP COM
24,877$911.0M0.11%
108
SYYSYSCO CORP COM
17,400$883.0M0.10%
109
NOVEURNATIONAL OILWELL VARCO INC COM
23,650$796.0M0.09%
110
MXIMMAXIM INTEGRATED PRODS INC COM
22,250$794.0M0.09%
111
HSTHOST HOTELS & RESORTS INC COM
45,651$740.0M0.09%
112
FSLRFIRST SOLAR INC COM
15,031$729.0M0.09%
113
SELECT COMFORT CORP COM
32,323$691.0M0.08%
114
TDCTERADATA CORP DEL COM
25,725$645.0M0.08%
115
KROKRONOS WORLDWIDE INC COM
114,315$600.0M0.07%
116
DEL FRISCOS RESTAURANT GROUP COM
40,242$576.0M0.07%
117
STRAYER ED INC COM
11,597$570.0M0.07%
118
DRHDIAMONDROCK HOSPITALITY CO COM
59,278$535.0M0.06%
119
TERTERADYNE INC COM
25,544$503.0M0.06%
120
LHCGUSDLHC GROUP INC COM
11,261$487.0M0.06%
121
JBLJABIL CIRCUIT INC COM
26,295$486.0M0.06%
122
AMERICAN EQTY INVT LIFE HLD COM
27,279$389.0M0.05%
123
EVCENTRAVISION COMMUNICATIONS C CL A
57,394$386.0M0.05%
124
WILSHIRE BANCORP INC COM
35,032$365.0M0.04%
125
BCBRUNSWICK CORP COM
7,946$360.0M0.04%
126
LUXFER HLDGS PLC SPONSORED ADR
27,600$332.0M0.04%
127
SAVESPIRIT AIRLS INC COM
7,035$316.0M0.04%
128
GTLSCHART INDS INC COM PAR $0.01
13,079$316.0M0.04%
129
INGMINGRAM MICRO INC CL A
8,812$306.0M0.04%
130
AMERICAN ASSETS TR INC COM
7,162$304.0M0.04%
131
SAGENT PHARMACEUTICALS INC COM
20,219$303.0M0.04%
132
ENSENERSYS COM
5,024$299.0M0.04%
133
ABERCROMBIE & FITCH CO CL A
16,193$288.0M0.03%
134
CAPELLA EDUCATION COMPANY COM
5,354$282.0M0.03%
135
WWWWOLVERINE WORLD WIDE INC COM
13,722$279.0M0.03%
136
KALUKAISER ALUMINUM CORP COM PAR $0.01
2,978$269.0M0.03%
137
AMERICAN FINL GROUP INC OHIO COM
3,548$262.0M0.03%
138
ARCTIC CAT INC COM
15,183$258.0M0.03%
139
TRNTRINITY INDS INC COM
13,465$250.0M0.03%
140
UBNTEURUBIQUITI NETWORKS INC COM
6,378$247.0M0.03%
141
TECH DATA CORP COM
3,382$243.0M0.03%
142
TKRTIMKEN CO COM
7,585$233.0M0.03%
143
FINISH LINE INC CL A
9,918$200.0M0.02%
144
AEOAMERICAN EAGLE OUTFITTERS NE COM
12,179$194.0M0.02%
145
SYNASYNAPTICS INC COM
2,750$148.0M0.02%
146
37MMRC GLOBAL INC COM
8,485$121.0M0.01%
147
SF9SANDERSON FARMS INC COM
962$83.0M0.01%
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