VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$1.3B
Holdings
183
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (183 positions)
| Stock | Value |
|---|---|
CMCDN IMPERIAL BK COMM TORONTO COM | $28.9M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $27.8M |
GILDGILEAD SCIENCES INC COM | $27.6M |
PPLPPL CORP COM | $27.2M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $24.4M |
PRUPRUDENTIAL FINL INC COM | $23.5M |
TPRTAPESTRY INC COM | $22.9M |
CAHCARDINAL HEALTH INC COM | $22.5M |
HBANHUNTINGTON BANCSHARES INC COM | $22.0M |
TRTN-PATRITON INTL LTD CL A | $22.0M |
CFGCITIZENS FINL GROUP INC COM | $21.9M |
KEYKEYCORP NEW COM | $21.9M |
RWTREDWOOD TR INC COM | $21.8M |
—RETAIL PPTYS AMER INC CL A | $21.8M |
SLBSCHLUMBERGER LTD COM | $21.6M |
XOMEXXON MOBIL CORP COM | $21.6M |
BACVERIZON COMMUNICATIONS INC COM | $21.5M |
SKMEURSK TELECOM LTD SPONSORED ADR | $20.7M |
VIV1USDTELEFONICA BRASIL SA SPONSORED ADR | $20.7M |
AVBAVALONBAY CMNTYS INC COM | $20.3M |
ESRTEMPIRE ST RLTY TR INC CL A | $19.6M |
BCBRUNSWICK CORP COM | $19.1M |
SPGSIMON PPTY GROUP INC NEW COM | $17.9M |
FNFFIDELITY NATIONAL FINANCIAL FNF GROUP COM | $17.8M |
AELUSDAMERICAN EQTY INVT LIFE HLD COM | $17.5M |
ANFABERCROMBIE & FITCH CO CL A | $16.8M |
LBEURL BRANDS INC COM | $16.8M |
AREALEXANDRIA REAL ESTATE EQ IN COM | $16.6M |
HRUSDHEALTHCARE RLTY TR COM | $16.4M |
FSLRFIRST SOLAR INC COM | $15.9M |
COR1EURCORESITE RLTY CORP COM | $15.7M |
BBBYEURBED BATH & BEYOND INC COM | $15.6M |
INVHINVITATION HOMES INC COM | $15.4M |
PLDPROLOGIS INC COM | $14.6M |
SAVESPIRIT AIRLS INC COM | $14.0M |
THRTHERMON GROUP HLDGS INC COM | $14.0M |
CUBECUBESMART COM | $13.9M |
LHCGUSDLHC GROUP INC COM | $13.5M |
HTAEURHEALTHCARE TR AMER INC CL A NEW | $13.4M |
VLOVALERO ENERGY CORP NEW COM | $13.3M |
EGPEASTGROUP PPTY INC COM | $13.0M |
JBLJABIL INC COM | $12.9M |
AEOAMERICAN EAGLE OUTFITTERS IN COM | $12.6M |
REGREGENCY CTRS CORP COM | $12.6M |
HPPHUDSON PAC PPTYS INC COM | $12.4M |
—SEASPAN CORP SHS | $12.1M |
LXFRLUXFER HOLDINGS PLC SHS | $12.1M |
IVZINVESCO LTD SHS | $11.8M |
OMCOMNICOM GROUP INC COM | $11.8M |
HSTHOST HOTELS & RESORTS INC COM | $11.7M |
PHIPLDT INC SPONSORED ADR | $11.6M |
DKDELEK US HLDGS INC NEW COM | $11.3M |
NNNNATIONAL RETAIL PPTYS INC COM | $11.2M |
ENSENERSYS COM | $10.9M |
EPREPR PPTYS COM SH BEN INT | $10.5M |
RNRRENAISSANCERE HOLDINGS LTD COM | $10.2M |
EQREQUITY RESIDENTIAL SH BEN INT | $9.8M |
KROKRONOS WORLDWIDE INC COM | $9.8M |
TRNTRINITY INDS INC COM | $9.5M |
TCFTCF FINANCIAL CORPORATION NE COM | $9.4M |
CBTCABOT CORP COM | $9.4M |
37MMRC GLOBAL INC COM | $9.1M |
—ARGO GROUP INTL HLDGS LTD COM | $8.0M |
TERTERADYNE INC COM | $7.9M |
SYNASYNAPTICS INC COM | $7.7M |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $6.9M |
TCBITEXAS CAPITAL BANCSHARES INC COM | $6.4M |
—TECH DATA CORP COM | $6.4M |
GNTXGENTEX CORP COM | $6.3M |
VREXVAREX IMAGING CORP COM | $6.0M |
DRHDIAMONDROCK HOSPITALITY CO COM | $6.0M |
MSFTMICROSOFT CORP COM | $5.7M |
ADMARCHER DANIELS MIDLAND CO COM | $5.5M |
GOOGLALPHABET INC CAP STK CL A | $5.5M |
EXREXTRA SPACE STORAGE INC COM | $5.3M |
KALUKAISER ALUMINUM CORP COM PAR $0.01 | $5.2M |
CUZCOUSINS PPTYS INC COM NEW | $5.2M |
STRASTRATEGIC ED INC COM | $5.1M |
AMHAMERICAN HOMES 4 RENT CL A | $5.1M |
SL2SLEEP NUMBER CORP COM | $5.1M |
S76STORE CAP CORP COM | $5.0M |
MDTMEDTRONIC PLC SHS | $4.7M |
DEDEERE & CO COM | $4.4M |
BLKCHFBLACKROCK INC COM | $4.0M |
ELLAUDER ESTEE COS INC CL A | $3.9M |
CSCOCISCO SYS INC COM | $3.8M |
GRT-UCADGRANITE REAL ESTATE INVT TR UNIT 99/99/9999 | $3.5M |
MAMASTERCARD INC CL A | $3.3M |
IQVIQVIA HLDGS INC COM | $3.1M |
VICIVICI PPTYS INC COM | $2.9M |
VVISA INC COM CL A | $2.8M |
NKENIKE INC CL B | $2.8M |
MGAMAGNA INTL INC COM | $2.8M |
MRSHMARSH & MCLENNAN COS INC COM | $2.8M |
AMATAPPLIED MATLS INC COM | $2.7M |
JPMJPMORGAN CHASE & CO COM | $2.7M |
BKNGBOOKING HLDGS INC COM | $2.6M |
ALLEALLEGION PUB LTD CO ORD SHS | $2.6M |
SYYSYSCO CORP COM | $2.5M |
EIXEDISON INTL COM | $2.4M |
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