Kempen Capital Management
Latest statistics and disclosures from Van Lanschot Kempen Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOGL, META, KKR, BKNG, and represent 24.84% of Van Lanschot Kempen Investment Management's stock portfolio.
- Added to shares of these 10 stocks: BRO (+$183M), MKL (+$33M), CACI (+$33M), MHK (+$32M), NVR (+$28M), LEN (+$27M), WCC (+$23M), ATS (+$22M), MELI (+$19M), PLD (+$19M).
- Started 15 new stock positions in MELI, REG, WCC, CSX, CROX, CACI, AEP, MAC, PCG, AHR. HST, WMS, BRO, RCI, NSC.
- Reduced shares in these 10 stocks: KMX (-$90M), LITE (-$60M), GOOGL (-$36M), TSM (-$29M), JBL (-$28M), WFG (-$24M), RNR (-$20M), PNFP (-$19M), HBAN (-$17M), META (-$16M).
- Sold out of its positions in KMX, D, ES, FICO, Gms, KVUE, KRC, NWE, OGS, POR.
- Van Lanschot Kempen Investment Management was a net buyer of stock by $131M.
- Van Lanschot Kempen Investment Management has $11B in assets under management (AUM), dropping by 6.75%.
- Central Index Key (CIK): 0001367401
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Portfolio Holdings for Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management holds 244 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.2 | $693M | 1.3M | 517.95 |
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| Alphabet Inc Cap Stk Cl A Cl A (GOOGL) | 5.7 | $636M | -5% | 2.6M | 243.10 |
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| Meta Platforms Inc Cl A Cl A (META) | 4.5 | $509M | -3% | 693k | 734.38 |
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| Kkr & Co (KKR) | 4.4 | $494M | 3.8M | 129.95 |
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| Booking Holdings (BKNG) | 4.0 | $451M | 84k | 5399.27 |
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| Nxp Semiconductors N V (NXPI) | 3.8 | $426M | +3% | 1.9M | 227.73 |
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| Amazon (AMZN) | 3.5 | $388M | +2% | 1.8M | 219.57 |
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| Markel Corporation (MKL) | 3.1 | $346M | +10% | 181k | 1911.36 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.7 | $306M | -8% | 1.1M | 279.29 |
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| Citigroup (C) | 2.6 | $286M | -4% | 2.8M | 101.50 |
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| Thermo Fisher Scientific (TMO) | 2.2 | $251M | 517k | 485.02 |
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| Littelfuse (LFUS) | 2.2 | $244M | 943k | 259.01 |
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| Spotify Technology S A SHS (SPOT) | 2.0 | $228M | 327k | 698.00 |
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| NVIDIA Corporation (NVDA) | 1.9 | $215M | -3% | 1.2M | 186.58 |
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| Ptc (PTC) | 1.9 | $208M | 1.0M | 203.02 |
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| Corpay SHS (CPAY) | 1.7 | $192M | +10% | 668k | 288.06 |
|
| Visa Inc Com Cl A Cl A (V) | 1.7 | $191M | +9% | 559k | 341.38 |
|
| Brown & Brown (BRO) | 1.6 | $183M | NEW | 1.9M | 93.79 |
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| Chubb (CB) | 1.6 | $181M | +9% | 639k | 282.25 |
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| Berkshire Hathaway Inc Del Cl B CL B (BRK.B) | 1.5 | $165M | 329k | 502.74 |
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| Apple (AAPL) | 1.3 | $142M | -5% | 556k | 254.63 |
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| NVR (NVR) | 1.3 | $141M | +25% | 18k | 8034.66 |
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| Analog Devices (ADI) | 1.2 | $136M | 552k | 245.70 |
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| Lennar Corp Cl A Cl A (LEN) | 1.2 | $130M | +25% | 1.0M | 126.04 |
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| Danaher Corporation (DHR) | 1.0 | $116M | 587k | 198.26 |
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| Berkshire Hathaway Inc Del Cl A Cl A (BRK.A) | 0.9 | $98M | 130.00 | 754200.00 |
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| Broadcom (AVGO) | 0.8 | $94M | 285k | 329.91 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $68M | -15% | 217k | 315.43 |
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| Quest Diagnostics Incorporated (DGX) | 0.6 | $65M | -16% | 342k | 190.58 |
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| Wintrust Financial Corporation (WTFC) | 0.6 | $62M | +20% | 471k | 132.44 |
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| Stifel Financial (SF) | 0.5 | $61M | +33% | 541k | 113.47 |
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| Mohawk Industries (MHK) | 0.5 | $61M | +113% | 470k | 128.92 |
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| Brunswick Corporation (BC) | 0.5 | $58M | +23% | 909k | 63.24 |
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| Invitation Homes (INVH) | 0.5 | $57M | +12% | 1.9M | 29.33 |
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| Rbc Cad (RY) | 0.5 | $55M | 271k | 203.75 |
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| Cisco Systems (CSCO) | 0.5 | $55M | +9% | 805k | 68.42 |
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| Encompass Health Corp (EHC) | 0.5 | $53M | +32% | 420k | 127.02 |
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| Merck & Co (MRK) | 0.5 | $51M | +4% | 607k | 83.93 |
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| Blackrock (BLK) | 0.4 | $48M | -2% | 41k | 1165.87 |
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| Prologis (PLD) | 0.4 | $47M | +68% | 413k | 114.52 |
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| American Homes 4 Rent Cl A Cl A (AMH) | 0.4 | $45M | -15% | 1.3M | 33.25 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $44M | +42% | 240k | 183.73 |
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| Envista Hldgs Corp (NVST) | 0.4 | $42M | -12% | 2.0M | 20.37 |
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| First Horizon National Corporation (FHN) | 0.4 | $41M | +39% | 1.8M | 22.61 |
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| Lumentum Hldgs (LITE) | 0.4 | $40M | -59% | 248k | 162.71 |
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| Fidelity National Information Services (FIS) | 0.4 | $40M | +30% | 604k | 65.94 |
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| Strategic Education (STRA) | 0.4 | $40M | -8% | 460k | 86.01 |
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| First Solar (FSLR) | 0.3 | $39M | -12% | 177k | 220.53 |
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| Mueller Wtr Prods Inc Com Ser A Com Ser A (MWA) | 0.3 | $39M | +2% | 1.5M | 25.52 |
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| Vishay Intertechnology (VSH) | 0.3 | $38M | +2% | 2.5M | 15.30 |
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| Tripadvisor (TRIP) | 0.3 | $38M | +39% | 2.3M | 16.26 |
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| Pepsi (PEP) | 0.3 | $37M | +4% | 266k | 140.44 |
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| Eli Lilly & Co. (LLY) | 0.3 | $37M | +7% | 48k | 763.00 |
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| Public Service Enterprise (PEG) | 0.3 | $36M | +34% | 428k | 83.46 |
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| Henry Schein (HSIC) | 0.3 | $35M | -23% | 526k | 66.37 |
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| Omni (OMC) | 0.3 | $35M | 425k | 81.53 |
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| Noble Corp Plc Ord Shs A Shs A (NE) | 0.3 | $34M | +3% | 1.2M | 28.28 |
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| Medtronic SHS (MDT) | 0.3 | $34M | +2% | 352k | 95.24 |
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| Timken Company (TKR) | 0.3 | $33M | +123% | 445k | 75.18 |
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| Jabil Circuit (JBL) | 0.3 | $33M | -45% | 153k | 217.17 |
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| Cnh Indl N V SHS (CNH) | 0.3 | $33M | +8% | 3.0M | 10.85 |
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| Tennant Company (TNC) | 0.3 | $33M | +55% | 406k | 81.06 |
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| Caci Intl Inc Cl A Cl A (CACI) | 0.3 | $33M | NEW | 66k | 498.78 |
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| Nexstar Media Group Com Stk (NXST) | 0.3 | $33M | 165k | 197.74 |
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| Akamai Technologies (AKAM) | 0.3 | $32M | +39% | 427k | 75.76 |
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| Msc Indl Direct Inc Cl A Cl A (MSM) | 0.3 | $31M | +2% | 340k | 92.14 |
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| SYSCO Corporation (SYY) | 0.3 | $31M | -22% | 378k | 82.34 |
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| Equinix (EQIX) | 0.3 | $31M | -2% | 39k | 783.24 |
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| Thermon Group Holdings (THR) | 0.3 | $30M | -3% | 1.1M | 26.72 |
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| Ats (ATS) | 0.3 | $30M | +261% | 816k | 36.41 |
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| Gilead Sciences (GILD) | 0.3 | $29M | 265k | 111.00 |
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| Autoliv (ALV) | 0.3 | $29M | -32% | 234k | 123.50 |
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| Simon Property (SPG) | 0.3 | $28M | -26% | 151k | 187.67 |
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| Oracle Corporation (ORCL) | 0.2 | $28M | +14% | 99k | 281.24 |
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| Hologic (HOLX) | 0.2 | $28M | -4% | 411k | 67.49 |
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| Prudential Financial (PRU) | 0.2 | $27M | +2% | 263k | 103.74 |
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| Gentex Corporation (GNTX) | 0.2 | $26M | -35% | 926k | 28.30 |
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| Procter & Gamble Company (PG) | 0.2 | $26M | -4% | 169k | 153.65 |
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| Williams Companies (WMB) | 0.2 | $26M | 406k | 63.35 |
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| Peak (DOC) | 0.2 | $26M | -31% | 1.3M | 19.15 |
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| Stag Industrial (STAG) | 0.2 | $25M | +101% | 700k | 35.29 |
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| Home Depot (HD) | 0.2 | $25M | +16% | 61k | 405.19 |
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| Cheniere Energy (LNG) | 0.2 | $24M | -5% | 102k | 234.98 |
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| Chesapeake Energy Corp (EXE) | 0.2 | $24M | +45% | 226k | 106.24 |
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| Lyondellbasell Industries N Shs - A - Shs - A - (LYB) | 0.2 | $24M | +2% | 489k | 49.04 |
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| Cadence Design Systems (CDNS) | 0.2 | $23M | 65k | 351.26 |
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| WESCO International (WCC) | 0.2 | $23M | NEW | 106k | 211.50 |
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| Bank of America Corporation (BAC) | 0.2 | $22M | +32% | 433k | 51.59 |
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| Accenture Plc Ireland Shs Class A Shs Class A (ACN) | 0.2 | $22M | -2% | 89k | 246.60 |
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| Ventas (VTR) | 0.2 | $21M | -8% | 302k | 69.99 |
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| Tesla Motors (TSLA) | 0.2 | $21M | -16% | 47k | 444.72 |
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| Nutrien (NTR) | 0.2 | $21M | 256k | 81.78 |
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| Pinnacle Financial Partners (PNFP) | 0.2 | $21M | -47% | 221k | 93.79 |
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| General Electric (GE) | 0.2 | $21M | 68k | 300.82 |
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| Extra Space Storage (EXR) | 0.2 | $20M | 142k | 140.94 |
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| Coca-Cola Company (KO) | 0.2 | $20M | 300k | 66.32 |
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| Zoetis Inc Cl A Cl A (ZTS) | 0.2 | $20M | -3% | 135k | 146.32 |
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| AvalonBay Communities (AVB) | 0.2 | $20M | 101k | 193.17 |
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| Nike Inc Cl B CL B (NKE) | 0.2 | $20M | +22% | 280k | 69.73 |
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| Entergy Corporation (ETR) | 0.2 | $19M | +119% | 208k | 93.19 |
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| MercadoLibre (MELI) | 0.2 | $19M | NEW | 8.2k | 2336.94 |
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| Deere & Company (DE) | 0.2 | $19M | 42k | 457.26 |
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| Welltower Inc Com reit (WELL) | 0.2 | $19M | -9% | 105k | 178.14 |
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| Ferguson Enterprises Common Stock (FERG) | 0.2 | $18M | +61% | 82k | 224.58 |
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| Luxfer Hldgs SHS (LXFR) | 0.2 | $18M | 1.3M | 13.90 |
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| Ecolab (ECL) | 0.2 | $18M | 66k | 273.86 |
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| Linde SHS (LIN) | 0.2 | $18M | 38k | 475.00 |
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| Realty Income (O) | 0.2 | $18M | -35% | 296k | 60.79 |
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| Netflix (NFLX) | 0.2 | $18M | 15k | 1198.92 |
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| Caterpillar (CAT) | 0.2 | $18M | 37k | 477.15 |
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| West Fraser Timb (WFG) | 0.2 | $18M | -57% | 187k | 94.61 |
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| Otis Worldwide Corp (OTIS) | 0.2 | $17M | 185k | 91.43 |
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| TJX Companies (TJX) | 0.1 | $17M | 116k | 144.54 |
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| Colgate-Palmolive Company (CL) | 0.1 | $16M | -5% | 203k | 79.94 |
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| PPL Corporation (PPL) | 0.1 | $16M | 434k | 37.16 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $16M | +10% | 154k | 103.65 |
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| Intuitive Surgical (ISRG) | 0.1 | $16M | 35k | 447.23 |
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| Chevron Corporation (CVX) | 0.1 | $15M | 99k | 155.29 |
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| Mastercard Incorporated Cl A Cl A (MA) | 0.1 | $15M | 27k | 568.81 |
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| Westlake Chemical Corporation (WLK) | 0.1 | $15M | +7% | 196k | 77.06 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $15M | -57% | 58k | 253.93 |
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| Tc Energy Corp (TRP) | 0.1 | $15M | +5% | 192k | 75.67 |
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| Phillips 66 (PSX) | 0.1 | $15M | -7% | 107k | 136.02 |
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| Wells Fargo & Company (WFC) | 0.1 | $14M | 172k | 83.82 |
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| American Water Works (AWK) | 0.1 | $14M | -12% | 100k | 139.19 |
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| Vici Pptys (VICI) | 0.1 | $14M | +490% | 427k | 32.61 |
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| Abbott Laboratories (ABT) | 0.1 | $14M | 103k | 133.94 |
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| Federal Rlty Invt Tr New Sh Ben Int Sh Ben Int (FRT) | 0.1 | $13M | +11% | 132k | 101.31 |
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| McDonald's Corporation (MCD) | 0.1 | $13M | 44k | 303.89 |
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| Boston Scientific Corporation (BSX) | 0.1 | $13M | +34% | 136k | 97.63 |
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| Kinder Morgan (KMI) | 0.1 | $13M | +2% | 462k | 28.31 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $12M | -9% | 64k | 192.74 |
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| Baker Hughes Company Cl A Cl A (BKR) | 0.1 | $12M | +2% | 250k | 48.72 |
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| American Electric Power Company (AEP) | 0.1 | $12M | NEW | 108k | 112.50 |
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| Lexington Realty Trust (LXP) | 0.1 | $12M | +41% | 1.3M | 8.96 |
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| Ameriprise Financial (AMP) | 0.1 | $12M | 24k | 491.25 |
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| Palo Alto Networks (PANW) | 0.1 | $12M | +2% | 59k | 203.62 |
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| S&p Global (SPGI) | 0.1 | $12M | 24k | 486.71 |
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| Highwoods Properties (HIW) | 0.1 | $12M | +66% | 365k | 31.82 |
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| Norfolk Southern (NSC) | 0.1 | $12M | NEW | 39k | 300.41 |
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| Quidel Corp (QDEL) | 0.1 | $12M | 393k | 29.45 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $12M | -3% | 45k | 258.36 |
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| Electronic Arts (EA) | 0.1 | $12M | 57k | 201.70 |
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| Emera (EMA) | 0.1 | $11M | 171k | 66.77 |
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| Abbvie (ABBV) | 0.1 | $11M | -9% | 49k | 231.54 |
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| Amphenol Corp New Cl A Cl A (APH) | 0.1 | $11M | -32% | 91k | 123.75 |
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| Align Technology (ALGN) | 0.1 | $11M | +5670% | 89k | 125.22 |
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| Public Storage (PSA) | 0.1 | $11M | -8% | 39k | 288.85 |
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| Intercontinental Exchange (ICE) | 0.1 | $11M | -4% | 66k | 168.48 |
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| Cbre Group Inc Cl A Cl A (CBRE) | 0.1 | $11M | -19% | 70k | 157.56 |
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| American Tower Reit (AMT) | 0.1 | $11M | +2% | 57k | 192.32 |
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| Yum China Holdings (YUMC) | 0.1 | $11M | -4% | 252k | 42.92 |
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| Progressive Corporation (PGR) | 0.1 | $11M | 44k | 246.95 |
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| salesforce (CRM) | 0.1 | $11M | +5% | 45k | 237.00 |
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| Advanced Drain Sys Inc Del (WMS) | 0.1 | $11M | NEW | 77k | 138.70 |
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| Brookfield Corp Cl A Ltd Vt Sh SH (BN) | 0.1 | $11M | +25% | 110k | 95.35 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $10M | +2% | 14k | 758.15 |
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| Edwards Lifesciences (EW) | 0.1 | $10M | +2% | 132k | 77.77 |
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| Iqvia Holdings (IQV) | 0.1 | $9.8M | +2% | 52k | 189.94 |
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| Union Pacific Corporation (UNP) | 0.1 | $9.7M | -61% | 41k | 236.37 |
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| Costco Wholesale Corporation (COST) | 0.1 | $9.5M | 10k | 925.63 |
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| Rollins (ROL) | 0.1 | $9.4M | +2% | 160k | 58.74 |
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| Nucor Corporation (NUE) | 0.1 | $9.4M | +2% | 69k | 135.43 |
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| FirstEnergy (FE) | 0.1 | $9.3M | 203k | 45.82 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $9.3M | -54% | 46k | 201.53 |
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| Broadstone Net Lease (BNL) | 0.1 | $9.0M | -40% | 506k | 17.87 |
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| Walt Disney Company (DIS) | 0.1 | $8.9M | -3% | 78k | 114.50 |
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| Nextera Energy (NEE) | 0.1 | $8.9M | 118k | 75.49 |
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| Broadridge Financial Solutions (BR) | 0.1 | $8.8M | +2% | 37k | 238.17 |
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| Alliant Energy Corporation (LNT) | 0.1 | $8.7M | 129k | 67.41 |
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| Southern Company (SO) | 0.1 | $8.6M | 91k | 94.77 |
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| NetApp (NTAP) | 0.1 | $8.4M | -10% | 71k | 118.46 |
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| Stryker Corporation (SYK) | 0.1 | $8.3M | 23k | 369.67 |
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| Cme (CME) | 0.1 | $8.3M | +2% | 31k | 270.19 |
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| UnitedHealth (UNH) | 0.1 | $8.2M | -4% | 24k | 345.30 |
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| Arista Networks SHS (ANET) | 0.1 | $8.2M | -18% | 56k | 145.71 |
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| Alexandria Real Estate Equities (ARE) | 0.1 | $8.1M | +111% | 98k | 83.34 |
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| Sherwin-Williams Company (SHW) | 0.1 | $8.0M | -4% | 23k | 346.26 |
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| Servicenow (NOW) | 0.1 | $7.9M | -10% | 8.5k | 920.28 |
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| Tronox Holdings SHS (TROX) | 0.1 | $7.8M | -30% | 1.9M | 4.02 |
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| AutoZone (AZO) | 0.1 | $7.8M | -11% | 1.8k | 4290.24 |
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| Chesapeake Utilities Corporation (CPK) | 0.1 | $7.7M | 57k | 134.69 |
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| Oge Energy Corp (OGE) | 0.1 | $7.6M | 164k | 46.27 |
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| PNM Resources (TXNM) | 0.1 | $7.4M | 130k | 56.55 |
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| Tyler Technologies (TYL) | 0.1 | $7.3M | +2% | 14k | 523.16 |
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| Lam Research (LRCX) | 0.1 | $7.2M | -24% | 54k | 133.90 |
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| Jack Henry & Associates (JKHY) | 0.1 | $7.1M | +2% | 47k | 148.93 |
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| MGE Energy (MGEE) | 0.1 | $7.0M | +20% | 84k | 84.18 |
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| Garmin SHS (GRMN) | 0.1 | $7.0M | +2183% | 28k | 246.22 |
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| IDEX Corporation (IEX) | 0.1 | $6.9M | -4% | 43k | 162.76 |
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| Targa Res Corp (TRGP) | 0.1 | $6.9M | 41k | 167.54 |
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| Omega Healthcare Investors (OHI) | 0.1 | $6.8M | +50% | 161k | 42.22 |
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| Iron Mountain (IRM) | 0.1 | $6.8M | -9% | 67k | 101.94 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $6.7M | -71% | 385k | 17.27 |
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| Lennox International (LII) | 0.1 | $6.5M | -12% | 12k | 529.36 |
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| Trane Technologies SHS (TT) | 0.1 | $6.2M | -14% | 15k | 421.96 |
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| Applied Materials (AMAT) | 0.1 | $6.1M | -5% | 30k | 204.74 |
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| CSX Corporation (CSX) | 0.1 | $6.1M | NEW | 171k | 35.51 |
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| Crocs (CROX) | 0.1 | $6.0M | NEW | 72k | 83.55 |
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| Pentair SHS (PNR) | 0.1 | $6.0M | -11% | 54k | 110.76 |
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| FactSet Research Systems (FDS) | 0.1 | $5.9M | +7% | 21k | 286.49 |
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| Snap-on Incorporated (SNA) | 0.1 | $5.6M | -7% | 16k | 346.53 |
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| Thomson Reuters Corp. (TRI) | 0.0 | $5.3M | -8% | 34k | 155.27 |
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| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $5.3M | -69% | 128k | 41.11 |
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| Paccar (PCAR) | 0.0 | $5.2M | -7% | 53k | 98.32 |
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| Apple Hospitality Reit (APLE) | 0.0 | $4.9M | -38% | 412k | 12.01 |
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| Transalta Corp (TAC) | 0.0 | $4.3M | +89% | 224k | 19.01 |
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| Healthcare Realty T (HR) | 0.0 | $4.2M | -42% | 234k | 18.03 |
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| Clean Harbors (CLH) | 0.0 | $4.0M | +21% | 17k | 232.22 |
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| CF Industries Holdings (CF) | 0.0 | $3.7M | -7% | 42k | 89.70 |
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| Republic Services (RSG) | 0.0 | $3.7M | +25% | 16k | 229.48 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $3.6M | -10% | 6.3k | 562.27 |
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| SJW (HTO) | 0.0 | $3.5M | 71k | 48.70 |
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| Digital Realty Trust (DLR) | 0.0 | $3.2M | -26% | 19k | 172.88 |
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| Cubesmart (CUBE) | 0.0 | $3.0M | -11% | 74k | 40.66 |
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| Macerich Company (MAC) | 0.0 | $2.7M | NEW | 146k | 18.20 |
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| Regency Centers Corporation (REG) | 0.0 | $2.6M | NEW | 36k | 72.90 |
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| Host Hotels & Resorts (HST) | 0.0 | $2.5M | NEW | 147k | 17.02 |
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| Transportadora De Gas Sur Sponsored Ads B Sponsored Ads (TGS) | 0.0 | $2.4M | -14% | 113k | 21.03 |
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| Gulfport Energy Corp Common Shares SHS (GPOR) | 0.0 | $2.0M | +55% | 11k | 180.98 |
|
| Builders FirstSource (BLDR) | 0.0 | $2.0M | +116% | 17k | 121.25 |
|
| Essential Utils (WTRG) | 0.0 | $1.8M | +2% | 45k | 39.90 |
|
| Dover Corporation (DOV) | 0.0 | $1.7M | -14% | 10k | 166.83 |
|
| Anthem (ELV) | 0.0 | $1.6M | -67% | 5.0k | 323.12 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.6M | -70% | 36k | 45.10 |
|
| Rogers Communications Inc Cl B CL B (RCI) | 0.0 | $1.6M | NEW | 46k | 34.42 |
|
| Warner Bros Discovery Inc Com Ser A Com Ser A (WBD) | 0.0 | $1.5M | -23% | 78k | 19.53 |
|
| Americold Rlty Tr (COLD) | 0.0 | $1.5M | -5% | 123k | 12.24 |
|
| American Healthcare Reit SHS (AHR) | 0.0 | $1.5M | NEW | 35k | 42.01 |
|
| DiamondRock Hospitality Company (DRH) | 0.0 | $1.3M | 159k | 7.96 |
|
|
| Valaris Ltd Cl A Cl A (VAL) | 0.0 | $1.1M | 23k | 48.77 |
|
|
| PG&E Corporation (PCG) | 0.0 | $851k | NEW | 56k | 15.08 |
|
| Tidewater (TDW) | 0.0 | $813k | +27% | 15k | 53.33 |
|
| McKesson Corporation (MCK) | 0.0 | $406k | 526.00 | 772.54 |
|
|
| InvenTrust Properties Corp (IVT) | 0.0 | $328k | +171% | 12k | 28.62 |
|
| Humana (HUM) | 0.0 | $264k | 1.0k | 260.17 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $212k | -78% | 2.5k | 84.31 |
|
| Sun Communities (SUI) | 0.0 | $178k | -97% | 1.4k | 129.00 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $165k | -96% | 467.00 | 352.75 |
|
| Fox Corporation (FOX) | 0.0 | $133k | -61% | 2.3k | 57.29 |
|
| Intuit (INTU) | 0.0 | $105k | -64% | 154.00 | 682.91 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $94k | -63% | 241.00 | 391.64 |
|
| Firstservice Corp (FSV) | 0.0 | $64k | -62% | 336.00 | 190.51 |
|
| Lululemon Athletica (LULU) | 0.0 | $39k | -61% | 218.00 | 177.93 |
|
Past Filings by Van Lanschot Kempen Investment Management
SEC 13F filings are viewable for Van Lanschot Kempen Investment Management going back to 2013
- Van Lanschot Kempen Investment Management 2025 Q3 filed Nov. 14, 2025
- Van Lanschot Kempen Investment Management 2025 Q2 filed Aug. 7, 2025
- Van Lanschot Kempen Investment Management 2025 Q1 filed May 14, 2025
- Van Lanschot Kempen Investment Management 2024 Q4 filed Feb. 13, 2025
- Van Lanschot Kempen Investment Management 2024 Q3 filed Nov. 14, 2024
- Van Lanschot Kempen Investment Management 2024 Q2 filed July 24, 2024
- Van Lanschot Kempen Investment Management 2024 Q1 filed May 14, 2024
- Van Lanschot Kempen Investment Management 2023 Q4 filed Feb. 14, 2024
- Van Lanschot Kempen Investment Management 2023 Q3 filed Nov. 14, 2023
- Van Lanschot Kempen Investment Management 2023 Q2 filed Aug. 14, 2023
- Van Lanschot Kempen Investment Management 2023 Q1 filed May 12, 2023
- Van Lanschot Kempen Investment Management 2022 Q4 filed Feb. 14, 2023
- Kempen Capital Management 2022 Q3 filed Nov. 14, 2022
- Kempen Capital Management 2022 Q2 filed Aug. 15, 2022
- Kempen Capital Management 2022 Q1 filed May 13, 2022
- Kempen Capital Management 2021 Q4 filed Feb. 11, 2022