VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$7.2M
Holdings
217
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (217 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP COM | $490K |
GOOGLALPHABET INC CAP STK CL A | $388K |
KKRKKR & CO INC COM | $289K |
BKNGBOOKING HOLDINGS INC COM | $199K |
MRKMERCK & CO INC COM | $188K |
NXPINXP SEMICONDUCTORS N V COM | $178K |
METAMETA PLATFORMS INC CL A | $163K |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B | $138K |
VVISA INC COM CL A | $121K |
PTCPTC INC COM | $117K |
TRVCCITIGROUP INC COM NEW | $116K |
MDTMEDTRONIC PLC SHS | $115K |
JNJJOHNSON & JOHNSON COM | $112K |
MKLMARKEL GROUP INC COM | $105K |
AMZNAMAZON COM INC COM | $100K |
ADIANALOG DEVICES INC COM | $95K |
BCBRUNSWICK CORP COM | $95K |
KMXCARMAX INC COM | $87K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $86K |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $82K |
DHRDANAHER CORPORATION COM | $79K |
AMATAPPLIED MATLS INC COM | $78K |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $75K |
THRTHERMON GROUP HLDGS INC COM | $73K |
JBLJABIL INC COM | $67K |
WFGWEST FRASER TIMBER CO LTD COM | $66K |
CRMSALESFORCE INC COM | $65K |
DOCHEALTHPEAK PROPERTIES INC COM | $64K |
NKENIKE INC CL B | $62K |
QDELQUIDELORTHO CORP COM | $61K |
NVDANVIDIA CORPORATION COM | $61K |
FSLRFIRST SOLAR INC COM | $60K |
CSCOCISCO SYS INC COM | $59K |
TXNTEXAS INSTRS INC COM | $59K |
TDCTERADATA CORP DEL COM | $59K |
SPGIS&P GLOBAL INC COM | $56K |
MHKMOHAWK INDS INC COM | $54K |
MRSHMARSH & MCLENNAN COS INC COM | $50K |
GNTXGENTEX CORP COM | $50K |
BLKCHFBLACKROCK INC COM | $49K |
LITELUMENTUM HLDGS INC COM | $49K |
MAMASTERCARD INCORPORATED CL A | $48K |
AAPLAPPLE INC COM | $48K |
SYYSYSCO CORP COM | $48K |
JT5MUELLER WTR PRODS INC COM SER A | $46K |
RYROYAL BK CDA COM | $46K |
TRIPTRIPADVISOR INC COM | $46K |
DLTRDOLLAR TREE INC COM | $45K |
HDHOME DEPOT INC COM | $44K |
STRASTRATEGIC ED INC COM | $44K |
AVTRAVANTOR INC COM | $43K |
AMEDAMEDISYS INC COM | $43K |
NVSTENVISTA HOLDINGS CORPORATION COM | $42K |
EHCENCOMPASS HEALTH CORP COM | $41K |
UNPUNION PAC CORP COM | $40K |
GILDGILEAD SCIENCES INC COM | $40K |
PGPROCTER AND GAMBLE CO COM | $39K |
IQVIQVIA HLDGS INC COM | $39K |
AMHAMERICAN HOMES 4 RENT CL A | $37K |
EQIXEQUINIX INC COM | $37K |
PLDPROLOGIS INC. COM | $37K |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $36K |
RNRRENAISSANCERE HLDGS LTD COM | $36K |
CAHCARDINAL HEALTH INC COM | $35K |
DEDEERE & CO COM | $35K |
FERGFERGUSON PLC NEW SHS | $35K |
TSLATESLA INC COM | $34K |
WF2WINTRUST FINL CORP COM | $34K |
ALVAUTOLIV INC COM | $32K |
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK | $30K |
TROXTRONOX HOLDINGS PLC SHS | $30K |
AVBAVALONBAY CMNTYS INC COM | $30K |
KMIKINDER MORGAN INC DEL COM | $29K |
SPGSIMON PPTY GROUP INC NEW COM | $28K |
PSXPHILLIPS 66 COM | $28K |
WMBWILLIAMS COS INC COM | $27K |
ELLAUDER ESTEE COS INC CL A | $27K |
KVUEKENVUE INC COM | $26K |
MSMMSC INDL DIRECT INC CL A | $26K |
ADBEADOBE INC COM | $25K |
PRUPRUDENTIAL FINL INC COM | $25K |
EXREXTRA SPACE STORAGE INC COM | $25K |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $25K |
CMECME GROUP INC COM | $25K |
DISDISNEY WALT CO COM | $24K |
XYLXYLEM INC COM | $24K |
NEENEXTERA ENERGY INC COM | $24K |
ZTSZOETIS INC CL A | $23K |
EHABENHABIT INC COM | $23K |
KOCOCA COLA CO COM | $23K |
JPMJPMORGAN CHASE & CO COM | $22K |
DRHDIAMONDROCK HOSPITALITY CO COM | $22K |
AMGNAMGEN INC COM | $22K |
ACNACCENTURE PLC IRELAND SHS CLASS A | $21K |
LXFRLUXFER HLDGS PLC SHS | $21K |
NENOBLE CORP PLC ORD SHS A | $21K |
AREALEXANDRIA REAL ESTATE EQ IN COM | $20K |
AWCAMERICAN WTR WKS CO INC NEW COM | $20K |
ITWILLINOIS TOOL WKS INC COM | $20K |
NOWSERVICENOW INC COM | $19K |
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