VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$11.2B
Holdings
244
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (244 positions)
| Stock | Value |
|---|---|
WTRGESSENTIAL UTILS INC COM | $1.8M |
DOVDOVER CORP COM | $1.7M |
ELVELEVANCE HEALTH INC FORMERLY COM | $1.6M |
BMYBRISTOL-MYERS SQUIBB CO COM | $1.6M |
RCI/BROGERS COMMUNICATIONS INC CL B | $1.6M |
WBDWARNER BROS DISCOVERY INC COM SER A | $1.5M |
COLDAMERICOLD REALTY TRUST INC COM | $1.5M |
AHRAMERICAN HEALTHCARE REIT INC COM SHS | $1.5M |
DRHDIAMONDROCK HOSPITALITY CO COM | $1.3M |
VALVALARIS LTD CL A | $1.1M |
PCGPG&E CORP COM | $851K |
TDWTIDEWATER INC NEW COM | $813K |
MSFTMICROSOFT CORP COM | $693K |
METAMETA PLATFORMS INC CL A | $509K |
BKNGBOOKING HOLDINGS INC COM | $451K |
MCKMCKESSON CORP COM | $406K |
MKLMARKEL GROUP INC COM | $346K |
IVTINVENTRUST PPTYS CORP COM | $328K |
HUMHUMANA INC COM | $264K |
SPOTSPOTIFY TECHNOLOGY S A SHS | $228K |
NEMNEWMONT CORP COM | $212K |
SUISUN CMNTYS INC COM | $178K |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B | $165K |
ADBEADOBE INC COM | $165K |
NVRNVR INC COM | $141K |
FOXFOX CORP CL B COM | $133K |
INTUINTUIT COM | $105K |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $98K |
VRTXVERTEX PHARMACEUTICALS INC COM | $94K |
FSVFIRSTSERVICE CORP NEW COM | $64K |
BLKBLACKROCK INC COM | $48K |
LULULULULEMON ATHLETICA INC COM | $39K |
LLYELI LILLY & CO COM | $37K |
EQIXEQUINIX INC COM | $31K |
MLB1MERCADOLIBRE INC COM | $19K |
NFLXNETFLIX INC COM | $18K |
MAMASTERCARD INCORPORATED CL A | $15K |
PHPARKER-HANNIFIN CORP COM | $10K |
COSTCOSTCO WHSL CORP NEW COM | $10K |
NOWSERVICENOW INC COM | $8K |
AZOAUTOZONE INC COM | $8K |
TYLTYLER TECHNOLOGIES INC COM | $7K |
LIILENNOX INTL INC COM | $6K |
REGNREGENERON PHARMACEUTICALS COM | $4K |
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