Kempen Capital Management
Latest statistics and disclosures from Van Lanschot Kempen Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, MSFT, KKR, BKNG, META, and represent 24.25% of Van Lanschot Kempen Investment Management's stock portfolio.
- Added to shares of these 10 stocks: BRO (+$206M), ICLR (+$136M), ZTS (+$116M), LEN (+$96M), SPOT (+$55M), MKL (+$51M), NXPI (+$49M), PTC (+$49M), BKNG (+$47M), LRCX (+$25M).
- Started 18 new stock positions in GEV, WPC, PLTR, ED, PFSI, YETI, KIM, QCOM, WST, LXP. ICLR, WMT, LINE, ENB, GOOG, VZ, MSA, ETN.
- Reduced shares in these 10 stocks: C (-$277M), GOOGL (-$106M), TSM (-$44M), LITE (-$43M), TMO (-$41M), MWA (-$31M), DGX (-$29M), CSCO (-$28M), HOLX (-$28M), SF (-$24M).
- Sold out of its positions in COLD, CLH, QDEL, DIS, HR, HOLX, IVT, Lexington Realty Trust, MAC, NUE. SUI, VAL.
- Van Lanschot Kempen Investment Management was a net buyer of stock by $252M.
- Van Lanschot Kempen Investment Management has $12B in assets under management (AUM), dropping by 4.22%.
- Central Index Key (CIK): 0001367401
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Portfolio Holdings for Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management holds 250 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc Cap Stk Cl A Cl A (GOOGL) | 6.1 | $713M | -12% | 2.3M | 313.00 |
|
| Microsoft Corporation (MSFT) | 5.6 | $658M | 1.4M | 483.62 |
|
|
| Kkr & Co (KKR) | 4.2 | $494M | +2% | 3.9M | 127.48 |
|
| Booking Holdings (BKNG) | 4.2 | $494M | +10% | 92k | 5355.33 |
|
| Meta Platforms Inc Cl A Cl A (META) | 4.0 | $472M | +3% | 715k | 660.09 |
|
| Nxp Semiconductors N V (NXPI) | 3.9 | $455M | +12% | 2.1M | 217.06 |
|
| Markel Corporation (MKL) | 3.8 | $440M | +13% | 205k | 2149.65 |
|
| Amazon (AMZN) | 3.6 | $420M | +2% | 1.8M | 230.82 |
|
| Brown & Brown (BRO) | 3.1 | $362M | +132% | 4.5M | 79.70 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.5 | $289M | -13% | 951k | 303.89 |
|
| Thermo Fisher Scientific (TMO) | 2.2 | $259M | -13% | 446k | 579.45 |
|
| Littelfuse (LFUS) | 2.1 | $248M | +3% | 981k | 252.92 |
|
| Spotify Technology S A SHS (SPOT) | 2.1 | $245M | +28% | 422k | 580.71 |
|
| Ptc (PTC) | 1.9 | $227M | +27% | 1.3M | 174.21 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $219M | +2% | 1.2M | 186.50 |
|
| Corpay SHS (CPAY) | 1.8 | $211M | +4% | 700k | 300.93 |
|
| Visa Inc Com Cl A Cl A (V) | 1.8 | $209M | +6% | 596k | 350.71 |
|
| Chubb (CB) | 1.7 | $202M | 647k | 312.12 |
|
|
| Lennar Corp Cl A Cl A (LEN) | 1.7 | $202M | +90% | 2.0M | 102.80 |
|
| Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) | 1.5 | $178M | +7% | 355k | 502.65 |
|
| Apple (AAPL) | 1.4 | $167M | +10% | 613k | 271.86 |
|
| Analog Devices (ADI) | 1.2 | $143M | -4% | 527k | 271.20 |
|
| Danaher Corporation (DHR) | 1.2 | $136M | 596k | 228.92 |
|
|
| Icon SHS (ICLR) | 1.2 | $136M | NEW | 744k | 182.22 |
|
| Zoetis Inc Cl A Cl A (ZTS) | 1.1 | $133M | +680% | 1.1M | 125.82 |
|
| NVR (NVR) | 1.1 | $128M | 18k | 7292.77 |
|
|
| Berkshire Hathaway Inc Del Cl A Cl A (BRK.A) | 0.8 | $98M | 130.00 | 754800.00 |
|
|
| Broadcom (AVGO) | 0.8 | $96M | -3% | 276k | 346.10 |
|
| Rbc Cad (RY) | 0.6 | $75M | +18% | 321k | 232.59 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $72M | +3% | 224k | 322.22 |
|
| Invitation Homes (INVH) | 0.5 | $58M | +7% | 2.1M | 27.79 |
|
| Brunswick Corporation (BC) | 0.5 | $56M | -17% | 754k | 74.24 |
|
| Merck & Co (MRK) | 0.5 | $55M | -13% | 525k | 105.26 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $55M | +5% | 51k | 1074.68 |
|
| Citigroup Com New (C) | 0.4 | $52M | -84% | 444k | 116.69 |
|
| Prologis (PLD) | 0.4 | $52M | -2% | 403k | 127.66 |
|
| Lumentum Hldgs (LITE) | 0.4 | $48M | -47% | 131k | 368.59 |
|
| Wintrust Financial Corporation (WTFC) | 0.4 | $46M | -29% | 331k | 139.82 |
|
| Pepsi (PEP) | 0.4 | $46M | +19% | 319k | 143.52 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $46M | +9% | 263k | 173.49 |
|
| WESCO International (WCC) | 0.4 | $46M | +74% | 186k | 244.64 |
|
| First Solar (FSLR) | 0.4 | $45M | -3% | 171k | 261.23 |
|
| Stifel Financial (SF) | 0.4 | $44M | -34% | 352k | 125.22 |
|
| Fidelity National Information Services (FIS) | 0.4 | $44M | +9% | 661k | 66.46 |
|
| Public Service Enterprise (PEG) | 0.4 | $41M | +19% | 510k | 80.30 |
|
| Accenture Plc Ireland Shs Class A Shs Class A (ACN) | 0.3 | $40M | +66% | 149k | 268.30 |
|
| Caci Intl Inc Cl A Cl A (CACI) | 0.3 | $39M | +11% | 73k | 532.81 |
|
| Blackrock (BLK) | 0.3 | $39M | -13% | 36k | 1070.34 |
|
| Jabil Circuit (JBL) | 0.3 | $37M | +7% | 164k | 228.02 |
|
| Align Technology (ALGN) | 0.3 | $35M | +153% | 227k | 156.15 |
|
| Nexstar Media Group Com Stk (NXST) | 0.3 | $35M | +4% | 173k | 203.05 |
|
| Omni (OMC) | 0.3 | $35M | 432k | 80.75 |
|
|
| Medtronic SHS (MDT) | 0.3 | $35M | +2% | 360k | 96.06 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $34M | +270% | 198k | 171.18 |
|
| Noble Corp Plc Ord Shs A Shs A (NE) | 0.3 | $34M | 1.2M | 28.24 |
|
|
| Mohawk Industries (MHK) | 0.3 | $34M | -33% | 310k | 109.30 |
|
| Cisco Systems (CSCO) | 0.3 | $34M | -45% | 435k | 77.03 |
|
| Akamai Technologies (AKAM) | 0.3 | $33M | -10% | 383k | 87.25 |
|
| Gilead Sciences (GILD) | 0.3 | $33M | 268k | 122.74 |
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| Ats (ATS) | 0.3 | $31M | 815k | 37.81 |
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| Caterpillar (CAT) | 0.3 | $31M | +43% | 54k | 572.87 |
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| Quest Diagnostics Incorporated (DGX) | 0.3 | $30M | -48% | 175k | 173.53 |
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| Prudential Financial (PRU) | 0.3 | $30M | 268k | 112.88 |
|
|
| Msc Indl Direct Inc Cl A Cl A (MSM) | 0.3 | $29M | +2% | 349k | 84.10 |
|
| Coca-Cola Company (KO) | 0.3 | $29M | +39% | 420k | 69.91 |
|
| Equinix (EQIX) | 0.2 | $29M | -3% | 38k | 766.16 |
|
| Advanced Drain Sys Inc Del (WMS) | 0.2 | $29M | +160% | 200k | 144.83 |
|
| Autoliv (ALV) | 0.2 | $29M | +3% | 243k | 118.70 |
|
| Cnh Indl N V SHS (CNH) | 0.2 | $29M | +2% | 3.1M | 9.22 |
|
| SYSCO Corporation (SYY) | 0.2 | $29M | +2% | 387k | 73.69 |
|
| Strategic Education (STRA) | 0.2 | $28M | -24% | 346k | 80.20 |
|
| Timken Company (TKR) | 0.2 | $27M | -27% | 323k | 84.13 |
|
| Oracle Corporation (ORCL) | 0.2 | $27M | +39% | 139k | 194.91 |
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| Tesla Motors (TSLA) | 0.2 | $27M | +25% | 59k | 449.72 |
|
| Tripadvisor (TRIP) | 0.2 | $26M | -21% | 1.8M | 14.56 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $26M | +102% | 275k | 95.35 |
|
| Procter & Gamble Company (PG) | 0.2 | $26M | +8% | 183k | 143.31 |
|
| Williams Companies (WMB) | 0.2 | $26M | +6% | 435k | 60.11 |
|
| Linde SHS (LIN) | 0.2 | $26M | +59% | 61k | 426.39 |
|
| Thermon Group Holdings (THR) | 0.2 | $26M | -38% | 690k | 37.16 |
|
| American Homes 4 Rent Cl A Cl A (AMH) | 0.2 | $25M | -41% | 790k | 32.10 |
|
| First Horizon National Corporation (FHN) | 0.2 | $24M | -45% | 995k | 23.90 |
|
| Abbott Laboratories (ABT) | 0.2 | $24M | +83% | 189k | 125.29 |
|
| Ge Vernova (GEV) | 0.2 | $24M | NEW | 36k | 653.57 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $24M | +19% | 42k | 566.36 |
|
| Mastercard Incorporated Cl A Cl A (MA) | 0.2 | $23M | +53% | 41k | 570.88 |
|
| Simon Property (SPG) | 0.2 | $23M | -17% | 125k | 185.11 |
|
| Bank of America Corporation (BAC) | 0.2 | $23M | -4% | 415k | 55.00 |
|
| Henry Schein (HSIC) | 0.2 | $23M | -43% | 299k | 75.58 |
|
| Ge Aerospace Com New (GE) | 0.2 | $23M | +7% | 73k | 308.03 |
|
| Chesapeake Energy Corp (EXE) | 0.2 | $22M | -10% | 202k | 110.36 |
|
| Stag Industrial (STAG) | 0.2 | $22M | -14% | 601k | 36.76 |
|
| S&p Global (SPGI) | 0.2 | $22M | +76% | 42k | 522.59 |
|
| Cadence Design Systems (CDNS) | 0.2 | $22M | +8% | 71k | 312.58 |
|
| Envista Hldgs Corp (NVST) | 0.2 | $22M | -50% | 1.0M | 21.71 |
|
| Encompass Health Corp (EHC) | 0.2 | $22M | -50% | 206k | 106.14 |
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| Nutrien (NTR) | 0.2 | $22M | 256k | 84.72 |
|
|
| Welltower Inc Com reit (WELL) | 0.2 | $22M | +10% | 116k | 185.61 |
|
| Deere & Company (DE) | 0.2 | $21M | +9% | 46k | 465.57 |
|
| Lyondellbasell Industries N Shs - A - Shs - A - (LYB) | 0.2 | $21M | 491k | 43.30 |
|
|
| TJX Companies (TJX) | 0.2 | $21M | +17% | 136k | 153.61 |
|
| Ecolab (ECL) | 0.2 | $21M | +19% | 79k | 262.52 |
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| Netflix (NFLX) | 0.2 | $20M | +1311% | 212k | 93.76 |
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| Home Depot (HD) | 0.2 | $20M | -5% | 57k | 344.10 |
|
| Vishay Intertechnology (VSH) | 0.2 | $19M | -47% | 1.3M | 14.49 |
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| Kinder Morgan (KMI) | 0.2 | $18M | +42% | 660k | 27.49 |
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| Tronox Holdings SHS (TROX) | 0.2 | $18M | +123% | 4.3M | 4.17 |
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| Costco Wholesale Corporation (COST) | 0.2 | $18M | +103% | 21k | 862.34 |
|
| MercadoLibre (MELI) | 0.2 | $18M | +6% | 8.8k | 2014.26 |
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| Westlake Chemical Corporation (WLK) | 0.1 | $17M | +20% | 236k | 73.94 |
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| Arista Networks SHS (ANET) | 0.1 | $17M | +136% | 133k | 131.03 |
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| Ferguson Enterprises Com New (FERG) | 0.1 | $17M | -5% | 77k | 222.63 |
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| Gentex Corporation (GNTX) | 0.1 | $17M | -20% | 739k | 23.27 |
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| Tennant Company (TNC) | 0.1 | $17M | -42% | 232k | 73.70 |
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| Yeti Hldgs (YETI) | 0.1 | $17M | NEW | 386k | 44.17 |
|
| Tc Energy Corp (TRP) | 0.1 | $17M | +13% | 219k | 75.58 |
|
| AvalonBay Communities (AVB) | 0.1 | $16M | -10% | 91k | 181.31 |
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| Extra Space Storage (EXR) | 0.1 | $16M | -13% | 124k | 130.22 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $16M | +37% | 62k | 256.03 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $16M | -22% | 80k | 194.39 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $15M | -4% | 195k | 79.02 |
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| Wells Fargo & Company (WFC) | 0.1 | $15M | -4% | 163k | 93.20 |
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| PPL Corporation (PPL) | 0.1 | $15M | 434k | 35.02 |
|
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| Edwards Lifesciences (EW) | 0.1 | $15M | +33% | 177k | 85.25 |
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| West Pharmaceutical Services (WST) | 0.1 | $15M | NEW | 55k | 275.14 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $15M | -3% | 148k | 101.05 |
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| Rollins (ROL) | 0.1 | $15M | +55% | 249k | 60.02 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $15M | -7% | 170k | 87.35 |
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| Vici Pptys (VICI) | 0.1 | $15M | +22% | 523k | 28.12 |
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| Crocs (CROX) | 0.1 | $15M | +135% | 170k | 85.52 |
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| Chevron Corporation (CVX) | 0.1 | $15M | -4% | 95k | 152.41 |
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| Progressive Corporation (PGR) | 0.1 | $14M | +42% | 62k | 227.72 |
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| Luxfer Hldgs SHS (LXFR) | 0.1 | $13M | -24% | 987k | 13.53 |
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| Brookfield Corp Cl A Ltd Vt Sh SH (BN) | 0.1 | $13M | +90% | 211k | 63.02 |
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| Pinnacle Financial Partners | 0.1 | $13M | -38% | 136k | 95.41 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $13M | +5% | 15k | 878.96 |
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| American Healthcare Reit SHS (AHR) | 0.1 | $12M | +629% | 255k | 47.06 |
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| American Electric Power Company (AEP) | 0.1 | $12M | -3% | 104k | 115.31 |
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| Palo Alto Networks (PANW) | 0.1 | $11M | +5% | 62k | 184.20 |
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| Emera (EMA) | 0.1 | $11M | -2% | 166k | 67.64 |
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| Nike Inc Cl B CL B (NKE) | 0.1 | $11M | -37% | 175k | 63.71 |
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| Iqvia Holdings (IQV) | 0.1 | $11M | -4% | 49k | 225.41 |
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| Wp Carey (WPC) | 0.1 | $11M | NEW | 172k | 64.36 |
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| McDonald's Corporation (MCD) | 0.1 | $11M | -18% | 36k | 305.63 |
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| Baker Hughes Company Cl A Cl A (BKR) | 0.1 | $11M | -4% | 238k | 45.54 |
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| Peak (DOC) | 0.1 | $11M | -49% | 670k | 16.08 |
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| Highwoods Properties (HIW) | 0.1 | $11M | +14% | 417k | 25.82 |
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| Eaton Corp SHS (ETN) | 0.1 | $11M | NEW | 34k | 318.51 |
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| American Water Works (AWK) | 0.1 | $11M | -17% | 82k | 130.50 |
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| Norfolk Southern (NSC) | 0.1 | $11M | -3% | 37k | 288.72 |
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| Union Pacific Corporation (UNP) | 0.1 | $11M | +11% | 46k | 231.32 |
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| Entergy Corporation (ETR) | 0.1 | $11M | -45% | 114k | 92.43 |
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| American Tower Reit (AMT) | 0.1 | $11M | +4% | 60k | 175.57 |
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| Targa Res Corp (TRGP) | 0.1 | $10M | +33% | 55k | 184.50 |
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| Public Storage (PSA) | 0.1 | $10M | 39k | 259.50 |
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| Newmont Mining Corporation (NEM) | 0.1 | $10M | +3895% | 100k | 99.85 |
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| Omega Healthcare Investors (OHI) | 0.1 | $10M | +39% | 225k | 44.34 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $9.8M | -6% | 60k | 162.63 |
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| Enbridge (ENB) | 0.1 | $9.7M | NEW | 148k | 65.68 |
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| Cbre Group Inc Cl A Cl A (CBRE) | 0.1 | $9.7M | -14% | 60k | 160.79 |
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| Consolidated Edison (ED) | 0.1 | $9.4M | NEW | 94k | 99.32 |
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| Electronic Arts (EA) | 0.1 | $9.0M | -22% | 44k | 204.33 |
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| Nextera Energy (NEE) | 0.1 | $9.0M | -4% | 112k | 80.28 |
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| FirstEnergy (FE) | 0.1 | $8.7M | -3% | 195k | 44.77 |
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| LXP Industrial Trust (LXP) | 0.1 | $8.6M | NEW | 173k | 49.58 |
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| Verizon Communications (VZ) | 0.1 | $8.5M | NEW | 208k | 40.73 |
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| salesforce (CRM) | 0.1 | $8.5M | -29% | 32k | 264.91 |
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| Sherwin-Williams Company (SHW) | 0.1 | $8.4M | +11% | 26k | 324.03 |
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| Pennymac Financial Services (PFSI) | 0.1 | $8.3M | NEW | 63k | 131.84 |
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| Jack Henry & Associates (JKHY) | 0.1 | $8.2M | -4% | 45k | 182.48 |
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| Marsh & McLennan Companies | 0.1 | $8.2M | -4% | 44k | 185.52 |
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| Intercontinental Exchange (ICE) | 0.1 | $8.1M | -24% | 50k | 161.96 |
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| Alliant Energy Corporation (LNT) | 0.1 | $8.0M | -3% | 124k | 65.01 |
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| Cme (CME) | 0.1 | $8.0M | -4% | 29k | 273.08 |
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| Amphenol Corp New Cl A Cl A (APH) | 0.1 | $7.9M | -35% | 59k | 135.14 |
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| Broadridge Financial Solutions (BR) | 0.1 | $7.9M | -4% | 35k | 223.17 |
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| Stryker Corporation (SYK) | 0.1 | $7.6M | -3% | 22k | 351.47 |
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| UnitedHealth (UNH) | 0.1 | $7.6M | -2% | 23k | 330.11 |
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| Southern Company (SO) | 0.1 | $7.5M | -4% | 86k | 87.20 |
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| Yum China Holdings (YUMC) | 0.1 | $7.5M | -37% | 157k | 47.74 |
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| Phillips 66 (PSX) | 0.1 | $7.4M | -46% | 57k | 129.04 |
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| Wal-Mart Stores (WMT) | 0.1 | $7.4M | NEW | 66k | 111.98 |
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| IDEX Corporation (IEX) | 0.1 | $7.4M | -2% | 41k | 177.94 |
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| PNM Resources (TXNM) | 0.1 | $7.4M | -3% | 125k | 58.88 |
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| Kimco Realty Corporation (KIM) | 0.1 | $7.1M | NEW | 351k | 20.27 |
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| Chesapeake Utilities Corporation (CPK) | 0.1 | $6.8M | -3% | 55k | 124.76 |
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| Oge Energy Corp (OGE) | 0.1 | $6.7M | -3% | 158k | 42.70 |
|
| Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG) | 0.1 | $6.7M | NEW | 21k | 313.80 |
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| Abbvie (ABBV) | 0.1 | $6.6M | -41% | 29k | 228.49 |
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| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $6.4M | +30% | 166k | 38.72 |
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| Tyler Technologies (TYL) | 0.1 | $6.4M | 14k | 453.95 |
|
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| Regency Centers Corporation (REG) | 0.1 | $6.3M | +158% | 92k | 69.03 |
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| MGE Energy (MGEE) | 0.1 | $6.3M | -3% | 81k | 78.42 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $6.3M | -5% | 363k | 17.35 |
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| Garmin SHS (GRMN) | 0.1 | $6.2M | +8% | 31k | 202.85 |
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| CSX Corporation (CSX) | 0.1 | $6.0M | -3% | 165k | 36.25 |
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| Servicenow (NOW) | 0.1 | $5.9M | +352% | 39k | 153.19 |
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| Trane Technologies SHS (TT) | 0.1 | $5.9M | +2% | 15k | 389.20 |
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| Snap-on Incorporated (SNA) | 0.0 | $5.3M | -4% | 16k | 344.60 |
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| Pentair SHS (PNR) | 0.0 | $5.3M | -6% | 51k | 104.14 |
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| Mueller Wtr Prods Inc Com Ser A Com Ser A (MWA) | 0.0 | $4.8M | -86% | 201k | 23.82 |
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| Broadstone Net Lease (BNL) | 0.0 | $4.7M | -46% | 269k | 17.37 |
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| Iron Mountain (IRM) | 0.0 | $4.7M | -15% | 56k | 82.95 |
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| NetApp (NTAP) | 0.0 | $4.3M | -43% | 40k | 107.09 |
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| Transalta Corp (TAC) | 0.0 | $4.3M | +9% | 245k | 17.36 |
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| Apple Hospitality Reit Com New (APLE) | 0.0 | $4.2M | -14% | 354k | 11.85 |
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| Thomson Reuters Corp. (TRI) | 0.0 | $4.1M | -8% | 31k | 131.99 |
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| Ventas (VTR) | 0.0 | $4.0M | -82% | 52k | 77.38 |
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| Republic Services (RSG) | 0.0 | $3.8M | +10% | 18k | 211.93 |
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| SJW (HTO) | 0.0 | $3.5M | 72k | 48.99 |
|
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| Federal Rlty Invt Tr New Sh Ben Int Sh Ben Int New (FRT) | 0.0 | $3.5M | -73% | 35k | 100.80 |
|
| West Fraser Timb (WFG) | 0.0 | $3.4M | -78% | 40k | 83.79 |
|
| Transportadora De Gas Sur Sponsored Ads B Sponsored Ads (TGS) | 0.0 | $3.1M | -10% | 101k | 31.09 |
|
| Palantir Technologies Inc Cl A Cl A (PLTR) | 0.0 | $3.1M | NEW | 18k | 177.75 |
|
| Digital Realty Trust (DLR) | 0.0 | $2.5M | -13% | 16k | 154.71 |
|
| Gulfport Energy Corp Common Shares SHS (GPOR) | 0.0 | $2.4M | +3% | 12k | 207.99 |
|
| Builders FirstSource (BLDR) | 0.0 | $2.4M | +40% | 23k | 102.89 |
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| Realty Income (O) | 0.0 | $2.4M | -85% | 42k | 56.37 |
|
| Essential Utils (WTRG) | 0.0 | $2.3M | +32% | 60k | 38.36 |
|
| Qualcomm (QCOM) | 0.0 | $2.1M | NEW | 13k | 171.05 |
|
| Cubesmart (CUBE) | 0.0 | $2.0M | -25% | 55k | 36.05 |
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $1.9M | -60% | 39k | 48.94 |
|
| Applied Materials (AMAT) | 0.0 | $1.9M | -75% | 7.3k | 256.99 |
|
| Host Hotels & Resorts (HST) | 0.0 | $1.8M | -29% | 103k | 17.73 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.8M | +1003% | 5.2k | 349.99 |
|
| PG&E Corporation (PCG) | 0.0 | $1.8M | +96% | 111k | 16.07 |
|
| Tidewater (TDW) | 0.0 | $1.5M | +91% | 29k | 50.51 |
|
| Lineage (LINE) | 0.0 | $1.4M | NEW | 39k | 35.00 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $1.2M | -92% | 4.2k | 281.16 |
|
| DiamondRock Hospitality Company (DRH) | 0.0 | $1.0M | -27% | 116k | 8.96 |
|
| Warner Bros Discovery Inc Com Ser A Com Ser A (WBD) | 0.0 | $838k | -62% | 29k | 28.82 |
|
| Msa Safety Inc equity (MSA) | 0.0 | $305k | NEW | 1.9k | 160.14 |
|
| Humana (HUM) | 0.0 | $267k | +3% | 1.0k | 256.13 |
|
| McKesson Corporation (MCK) | 0.0 | $244k | -43% | 297.00 | 820.29 |
|
| Anthem (ELV) | 0.0 | $243k | -86% | 694.00 | 350.55 |
|
| Rogers Communications Inc Cl B CL B (RCI) | 0.0 | $153k | -91% | 4.0k | 37.76 |
|
| Fox Corporation (FOX) | 0.0 | $150k | 2.3k | 64.93 |
|
|
| Intuit (INTU) | 0.0 | $118k | +15% | 178.00 | 662.42 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $117k | +6% | 257.00 | 453.36 |
|
| Ameriprise Financial (AMP) | 0.0 | $110k | -99% | 224.00 | 490.34 |
|
| AutoZone (AZO) | 0.0 | $105k | -98% | 31.00 | 3391.48 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $90k | -98% | 116.00 | 771.87 |
|
| Lennox International (LII) | 0.0 | $79k | -98% | 163.00 | 485.58 |
|
| Paccar (PCAR) | 0.0 | $70k | -98% | 636.00 | 109.51 |
|
| FactSet Research Systems (FDS) | 0.0 | $63k | -98% | 218.00 | 290.19 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $55k | -97% | 1.0k | 53.94 |
|
| Firstservice Corp (FSV) | 0.0 | $52k | 336.00 | 155.55 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $45k | 218.00 | 207.81 |
|
|
| CF Industries Holdings (CF) | 0.0 | $39k | -98% | 503.00 | 77.34 |
|
| Dover Corporation (DOV) | 0.0 | $36k | -98% | 185.00 | 195.24 |
|
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 Q4 filed Feb. 13, 2026
- 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