VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$1.2B
Holdings
186
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (186 positions)
| Stock | Value |
|---|---|
CMCDN IMPERIAL BK COMM TORONTO COM | $27.0M |
GILDGILEAD SCIENCES INC COM | $25.7M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $25.4M |
PRUPRUDENTIAL FINL INC COM | $22.6M |
TPRTAPESTRY INC COM | $22.2M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $21.9M |
CAHCARDINAL HEALTH INC COM | $20.8M |
KEYKEYCORP NEW COM | $20.7M |
CFGCITIZENS FINL GROUP INC COM | $20.6M |
XOMEXXON MOBIL CORP COM | $20.6M |
FNFFIDELITY NATIONAL FINANCIAL FNF GROUP COM | $20.5M |
HBANHUNTINGTON BANCSHARES INC COM | $20.5M |
BACVERIZON COMMUNICATIONS INC COM | $20.4M |
VIV1USDTELEFONICA BRASIL SA SPONSORED ADR | $20.3M |
LBEURL BRANDS INC COM | $20.3M |
PPLPPL CORP COM | $20.3M |
TRTN-PATRITON INTL LTD CL A | $19.9M |
RWTREDWOOD TR INC COM | $19.4M |
SKMEURSK TELECOM LTD SPONSORED ADR | $19.3M |
CUBECUBESMART COM | $18.8M |
AVBAVALONBAY CMNTYS INC COM | $18.8M |
—RETAIL PPTYS AMER INC CL A | $18.4M |
SPGSIMON PPTY GROUP INC NEW COM | $18.0M |
BCBRUNSWICK CORP COM | $16.4M |
IVZINVESCO LTD SHS | $16.2M |
ANFABERCROMBIE & FITCH CO CL A | $15.9M |
ESRTEMPIRE ST RLTY TR INC CL A | $15.8M |
AREALEXANDRIA REAL ESTATE EQ IN COM | $14.8M |
PLDPROLOGIS INC COM | $14.6M |
MAAMID AMER APT CMNTYS INC COM | $14.1M |
FSLRFIRST SOLAR INC COM | $13.8M |
COR1EURCORESITE RLTY CORP COM | $12.7M |
VLOVALERO ENERGY CORP NEW COM | $12.6M |
NNNNATIONAL RETAIL PPTYS INC COM | $12.5M |
THRTHERMON GROUP HLDGS INC COM | $12.4M |
HTAEURHEALTHCARE TR AMER INC CL A NEW | $12.3M |
AELUSDAMERICAN EQTY INVT LIFE HLD COM | $12.0M |
INVHINVITATION HOMES INC COM | $11.9M |
LHCGUSDLHC GROUP INC COM | $11.9M |
REGREGENCY CTRS CORP COM | $11.8M |
BBBYEURBED BATH & BEYOND INC COM | $11.5M |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $11.4M |
PHIPLDT INC SPONSORED ADR | $11.4M |
OMCOMNICOM GROUP INC COM | $11.3M |
EGPEASTGROUP PPTY INC COM | $11.2M |
RNRRENAISSANCERE HOLDINGS LTD COM | $11.1M |
PSAPUBLIC STORAGE COM | $11.1M |
SLBSCHLUMBERGER LTD COM | $10.8M |
HSTHOST HOTELS & RESORTS INC COM | $10.1M |
CBTCABOT CORP COM | $9.9M |
ENSENERSYS COM | $9.8M |
CDPCORPORATE OFFICE PPTYS TR SH BEN INT | $9.7M |
—SEASPAN CORP SHS | $9.4M |
DKDELEK US HLDGS INC NEW COM | $9.4M |
AEOAMERICAN EAGLE OUTFITTERS IN COM | $9.2M |
LXFRLUXFER HOLDINGS PLC SHS | $8.5M |
SAVESPIRIT AIRLS INC COM | $8.5M |
37MMRC GLOBAL INC COM | $8.4M |
TRNTRINITY INDS INC COM | $8.4M |
SYNASYNAPTICS INC COM | $8.0M |
JBLJABIL INC COM | $7.8M |
VENVENTAS INC COM | $7.5M |
S76STORE CAP CORP COM | $7.3M |
TERTERADYNE INC COM | $7.1M |
—ARGO GROUP INTL HLDGS LTD COM | $7.1M |
KROKRONOS WORLDWIDE INC COM | $6.8M |
STRASTRATEGIC ED INC COM | $6.6M |
MSFTMICROSOFT CORP COM | $5.9M |
TCBITEXAS CAPITAL BANCSHARES INC COM | $5.8M |
VREXVAREX IMAGING CORP COM | $5.4M |
GOOGLALPHABET INC CAP STK CL A | $5.3M |
HRUSDHEALTHCARE RLTY TR COM | $5.0M |
HIWHIGHWOODS PPTYS INC COM | $5.0M |
SL2SLEEP NUMBER CORP COM | $5.0M |
DRHDIAMONDROCK HOSPITALITY CO COM | $4.9M |
DEDEERE & CO COM | $4.6M |
BLKCHFBLACKROCK INC COM | $4.4M |
HOPEHOPE BANCORP INC COM | $4.4M |
CSCOCISCO SYS INC COM | $4.4M |
GNTXGENTEX CORP COM | $4.3M |
EPREPR PPTYS COM SH BEN INT | $4.1M |
ELLAUDER ESTEE COS INC CL A | $3.8M |
KALUKAISER ALUMINUM CORP COM PAR $0.01 | $3.8M |
—TECH DATA CORP COM | $3.8M |
IQVIQVIA HLDGS INC COM | $3.4M |
MAMASTERCARD INC CL A | $3.3M |
MGAMAGNA INTL INC COM | $3.2M |
VVISA INC COM CL A | $3.2M |
CPACOPA HOLDINGS SA CL A | $3.2M |
SF9SANDERSON FARMS INC COM | $3.0M |
MRSHMARSH & MCLENNAN COS INC COM | $2.9M |
ALLEALLEGION PUB LTD CO ORD SHS | $2.8M |
BKNGBOOKING HLDGS INC COM | $2.8M |
ARCPEURVEREIT INC COM | $2.8M |
JPMJPMORGAN CHASE & CO COM | $2.6M |
MDTMEDTRONIC PLC SHS | $2.6M |
NKENIKE INC CL B | $2.6M |
WWWWOLVERINE WORLD WIDE INC COM | $2.5M |
AMATAPPLIED MATLS INC COM | $2.5M |
TDTORONTO DOMINION BK ONT COM NEW | $2.5M |
Page 1 of 2Next