VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$10.5B
Holdings
239
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (239 positions)
| Stock | Value |
|---|---|
ELVELEVANCE HEALTH INC COM | $6.1M |
AMATAPPLIED MATLS INC COM | $5.8M |
BMYBRISTOL-MYERS SQUIBB CO COM | $5.6M |
SNASNAP ON INC COM | $5.5M |
PCARPACCAR INC COM | $5.4M |
ADBEADOBE INC COM | $5.0M |
FQIDIGITAL RLTY TR INC COM | $4.4M |
CFCF INDS HLDGS INC COM | $4.1M |
OHIOMEGA HEALTHCARE INVS INC COM | $3.9M |
REGNREGENERON PHARMACEUTICALS COM | $3.7M |
HTOH2O AMERICA COM | $3.7M |
CUBECUBESMART COM | $3.5M |
TGSTRANSPORTADORA DE GAS SUR SPONSORED ADS B | $3.4M |
AREALEXANDRIA REAL ESTATE EQ IN COM | $3.4M |
CLHCLEAN HARBORS INC COM | $3.3M |
RSGREPUBLIC SVCS INC COM | $3.2M |
VICIVICI PPTYS INC COM | $2.4M |
DOVDOVER CORP COM | $2.2M |
COLDAMERICOLD REALTY TRUST INC COM | $2.2M |
TACTRANSALTA CORP COM | $1.7M |
WTRGESSENTIAL UTILS INC COM | $1.6M |
GPORGULFPORT ENERGY CORP COMMON SHARES | $1.5M |
DRHDIAMONDROCK HOSPITALITY CO COM | $1.2M |
WBDWARNER BROS DISCOVERY INC COM SER A | $1.2M |
VALVALARIS LTD CL A | $1.0M |
OGSONE GAS INC COM | $924K |
BLDRBUILDERS FIRSTSOURCE INC COM | $892K |
NEMNEWMONT CORP COM | $693K |
TDWTIDEWATER INC NEW COM | $552K |
MCKMCKESSON CORP COM | $385K |
INTUINTUIT COM | $340K |
FOXFOX CORP CL B COM | $313K |
VRTXVERTEX PHARMACEUTICALS INC COM | $295K |
AFWALIGN TECHNOLOGY INC COM | $293K |
GRMNGARMIN LTD SHS | $260K |
HUMHUMANA INC COM | $248K |
FSVFIRSTSERVICE CORP NEW COM | $158K |
LULULULULEMON ATHLETICA INC COM | $133K |
IVTINVENTRUST PPTYS CORP COM NEW | $116K |
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