VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$11.7B
Holdings
250
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (250 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ECLECOLAB INC COM | 78,723 | $20.0M | 0.17% | |
| 102 | TJXTJX COS INC NEW COM | 136,244 | $20.0M | 0.17% | |
| 103 | NFLXNETFLIX INC COM | 211,537 | $19.0M | 0.16% | |
| 104 | HDHOME DEPOT INC COM | 57,183 | $19.0M | 0.16% | |
| 105 | TROXTRONOX HOLDINGS PLC SHS | 4,347,134 | $18.0M | 0.15% | |
| 106 | VSHVISHAY INTERTECHNOLOGY INC COM | 1,293,670 | $18.0M | 0.15% | |
| 107 | COSTCOSTCO WHSL CORP NEW COM | 20,934 | $18.0M | 0.15% | |
| 108 | KMIKINDER MORGAN INC DEL COM | 659,452 | $18.0M | 0.15% | |
| 109 | UEOWESTLAKE CORPORATION COM | 235,919 | $17.0M | 0.15% | |
| 110 | FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW | 77,392 | $17.0M | 0.15% | |
| 111 | MLB1MERCADOLIBRE INC COM | 8,764 | $17.0M | 0.15% | |
| 112 | ANETARISTA NETWORKS INC COM SHS | 132,873 | $17.0M | 0.15% | |
| 113 | TN1TENNANT CO COM | 231,570 | $17.0M | 0.15% | |
| 114 | YETIYETI HLDGS INC COM | 385,661 | $17.0M | 0.15% | |
| 115 | GNTXGENTEX CORP COM | 739,185 | $17.0M | 0.15% | |
| 116 | TRPTC ENERGY CORP COM | 218,865 | $16.0M | 0.14% | |
| 117 | AVBAVALONBAY CMNTYS INC COM | 90,491 | $16.0M | 0.14% | |
| 118 | EXREXTRA SPACE STORAGE INC COM | 123,469 | $16.0M | 0.14% | |
| 119 | TTWOTAKE-TWO INTERACTIVE SOFTWAR COM | 61,467 | $15.0M | 0.13% | |
| 120 | LNGCHENIERE ENERGY INC COM NEW | 79,535 | $15.0M | 0.13% | |
| 121 | PPLPPL CORP COM | 433,848 | $15.0M | 0.13% | |
| 122 | WFCWELLS FARGO CO NEW COM | 163,380 | $15.0M | 0.13% | |
| 123 | CLCOLGATE PALMOLIVE CO COM | 194,641 | $15.0M | 0.13% | |
| 124 | EWEDWARDS LIFESCIENCES CORP COM | 176,519 | $15.0M | 0.13% | |
| 125 | ROLROLLINS INC COM | 248,960 | $14.0M | 0.12% | |
| 126 | WSTWEST PHARMACEUTICAL SVSC INC COM | 54,515 | $14.0M | 0.12% | |
| 127 | CVXCHEVRON CORP NEW COM | 94,815 | $14.0M | 0.12% | |
| 128 | PGRPROGRESSIVE CORP COM | 61,985 | $14.0M | 0.12% | |
| 129 | VICIVICI PPTYS INC COM | 522,774 | $14.0M | 0.12% | |
| 130 | CPCANADIAN PACIFIC KANSAS CITY COM | 148,284 | $14.0M | 0.12% | |
| 131 | OTISOTIS WORLDWIDE CORP COM | 170,144 | $14.0M | 0.12% | |
| 132 | CROXCROCS INC COM | 170,169 | $14.0M | 0.12% | |
| 133 | BNBROOKFIELD CORP CL A LTD VT SH | 210,566 | $13.0M | 0.11% | |
| 134 | LXFRLUXFER HLDGS PLC SHS | 987,329 | $13.0M | 0.11% | |
| 135 | PNFPPINNACLE FINL PARTNERS INC COM | 135,872 | $12.0M | 0.10% | |
| 136 | PHPARKER-HANNIFIN CORP COM | 14,471 | $12.0M | 0.10% | |
| 137 | AHRAMERICAN HEALTHCARE REIT INC COM SHS | 254,837 | $11.0M | 0.09% | |
| 138 | EMAEMERA INC COM | 166,397 | $11.0M | 0.09% | |
| 139 | AEPAMERICAN ELEC PWR CO INC COM | 103,788 | $11.0M | 0.09% | |
| 140 | WPCWP CAREY INC COM | 171,804 | $11.0M | 0.09% | |
| 141 | NKENIKE INC CL B | 175,076 | $11.0M | 0.09% | |
| 142 | IQVIQVIA HLDGS INC COM | 49,397 | $11.0M | 0.09% | |
| 143 | PANWPALO ALTO NETWORKS INC COM | 61,652 | $11.0M | 0.09% | |
| 144 | DOCHEALTHPEAK PROPERTIES INC COM | 670,049 | $10.0M | 0.09% | |
| 145 | NSCNORFOLK SOUTHN CORP COM | 37,112 | $10.0M | 0.09% | |
| 146 | HIWHIGHWOODS PPTYS INC COM | 417,048 | $10.0M | 0.09% | |
| 147 | ETNEATON CORP PLC SHS | 33,779 | $10.0M | 0.09% | |
| 148 | NEMNEWMONT CORP COM | 100,252 | $10.0M | 0.09% | |
| 149 | BKRBAKER HUGHES COMPANY CL A | 237,462 | $10.0M | 0.09% | |
| 150 | AMTAMERICAN TOWER CORP NEW COM | 59,885 | $10.0M | 0.09% | |
| 151 | TRGPTARGA RES CORP COM | 54,579 | $10.0M | 0.09% | |
| 152 | MCDMCDONALDS CORP COM | 35,509 | $10.0M | 0.09% | |
| 153 | ETRENTERGY CORP NEW COM | 114,070 | $10.0M | 0.09% | |
| 154 | UNPUNION PAC CORP COM | 45,726 | $10.0M | 0.09% | |
| 155 | PSAPUBLIC STORAGE OPER CO COM | 38,696 | $10.0M | 0.09% | |
| 156 | AWCAMERICAN WTR WKS CO INC NEW COM | 82,336 | $10.0M | 0.09% | |
| 157 | EAELECTRONIC ARTS INC COM | 44,270 | $9.0M | 0.08% | |
| 158 | CBRECBRE GROUP INC CL A | 60,240 | $9.0M | 0.08% | |
| 159 | OHIOMEGA HEALTHCARE INVS INC COM | 224,656 | $9.0M | 0.08% | |
| 160 | ENBENBRIDGE INC COM | 148,425 | $9.0M | 0.08% | |
| 161 | MPCMARATHON PETE CORP COM | 60,199 | $9.0M | 0.08% | |
| 162 | EDCONSOLIDATED EDISON INC COM | 94,213 | $9.0M | 0.08% | |
| 163 | BACVERIZON COMMUNICATIONS INC COM | 208,272 | $8.0M | 0.07% | |
| 164 | ICEINTERCONTINENTAL EXCHANGE IN COM | 49,724 | $8.0M | 0.07% | |
| 165 | LNTALLIANT ENERGY CORP COM | 123,553 | $8.0M | 0.07% | |
| 166 | FEFIRSTENERGY CORP COM | 195,225 | $8.0M | 0.07% | |
| 167 | NEENEXTERA ENERGY INC COM | 111,926 | $8.0M | 0.07% | |
| 168 | SHWSHERWIN WILLIAMS CO COM | 25,963 | $8.0M | 0.07% | |
| 169 | MRSHMARSH & MCLENNAN COS INC COM | 44,049 | $8.0M | 0.07% | |
| 170 | JKHYHENRY JACK & ASSOC INC COM | 45,152 | $8.0M | 0.07% | |
| 171 | PFSIPENNYMAC FINL SVCS INC NEW COM | 62,939 | $8.0M | 0.07% | |
| 172 | LXPLXP INDUSTRIAL TRUST COM | 173,083 | $8.0M | 0.07% | |
| 173 | CRMSALESFORCE INC COM | 31,921 | $8.0M | 0.07% | |
| 174 | YUMCYUM CHINA HLDGS INC COM | 157,296 | $7.0M | 0.06% | |
| 175 | KIMKIMCO RLTY CORP COM | 350,452 | $7.0M | 0.06% | |
| 176 | UNHUNITEDHEALTH GROUP INC COM | 23,067 | $7.0M | 0.06% | |
| 177 | IEXIDEX CORP COM | 41,425 | $7.0M | 0.06% | |
| 178 | PSXPHILLIPS 66 COM | 57,380 | $7.0M | 0.06% | |
| 179 | CMECME GROUP INC COM | 29,239 | $7.0M | 0.06% | |
| 180 | BRBROADRIDGE FINL SOLUTIONS IN COM | 35,316 | $7.0M | 0.06% | |
| 181 | SYKSTRYKER CORPORATION COM | 21,676 | $7.0M | 0.06% | |
| 182 | APHAMPHENOL CORP NEW CL A | 58,773 | $7.0M | 0.06% | |
| 183 | TXNMTXNM ENERGY INC COM | 125,018 | $7.0M | 0.06% | |
| 184 | WMTWALMART INC COM | 65,935 | $7.0M | 0.06% | |
| 185 | SOSOUTHERN CO COM | 86,261 | $7.0M | 0.06% | |
| 186 | ABBVABBVIE INC COM | 28,768 | $6.0M | 0.05% | |
| 187 | GOOGALPHABET INC CAP STK CL C | 21,220 | $6.0M | 0.05% | |
| 188 | HBANHUNTINGTON BANCSHARES INC COM | 362,484 | $6.0M | 0.05% | |
| 189 | REXRREXFORD INDL RLTY INC COM | 166,396 | $6.0M | 0.05% | |
| 190 | CPKCHESAPEAKE UTILS CORP COM | 54,718 | $6.0M | 0.05% | |
| 191 | REGREGENCY CTRS CORP COM | 91,969 | $6.0M | 0.05% | |
| 192 | TYLTYLER TECHNOLOGIES INC COM | 14,113 | $6.0M | 0.05% | |
| 193 | GRMNGARMIN LTD SHS | 30,795 | $6.0M | 0.05% | |
| 194 | OGEOGE ENERGY CORP COM | 157,812 | $6.0M | 0.05% | |
| 195 | MG1MGE ENERGY INC COM | 80,501 | $6.0M | 0.05% | |
| 196 | TTTRANE TECHNOLOGIES PLC SHS | 15,192 | $5.0M | 0.04% | |
| 197 | NOWSERVICENOW INC COM | 38,687 | $5.0M | 0.04% | |
| 198 | PNRPENTAIR PLC SHS | 50,555 | $5.0M | 0.04% | |
| 199 | SNASNAP ON INC COM | 15,502 | $5.0M | 0.04% | |
| 200 | CSXCSX CORP COM | 164,633 | $5.0M | 0.04% |