Kempen Capital Management
Latest statistics and disclosures from Van Lanschot Kempen Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NXPI, GOOGL, MSFT, BKNG, TSM, and represent 25.48% of Van Lanschot Kempen Investment Management's stock portfolio.
- Added to shares of these 10 stocks: BKNG (+$579M), AJG (+$96M), V (+$88M), TSM (+$83M), SPOT (+$64M), BRO (+$54M), VZ (+$45M), NXPI (+$43M), AMZN (+$36M), CECO (+$30M).
- Started 20 new stock positions in CCI, CECO, SRE, AJG, ACIW, MSI, SHC, PNW, QDEL, SPCX. ASTS, AMD, RHP, BRX, TRI, MEDP, GS, AVY, PDM, JNJ.
- Reduced shares in these 10 stocks: ZTS (-$72M), VSH (-$69M), TXN (-$35M), SYY (-$34M), AKAM (-$31M), , MRK (-$25M), LFUS (-$22M), TKR (-$19M), JBL (-$19M).
- Sold out of its positions in ARE, BR, CEG, CUZ, EMA, FRT, FSV, JKHY, HBAN, KIM. RSG, SYY, TTWO, Thermon Group Holdings, Thomson Reuters Corp., TGS, VG, WPC, WBD.
- Van Lanschot Kempen Investment Management was a net buyer of stock by $1.0B.
- Van Lanschot Kempen Investment Management has $13B in assets under management (AUM), dropping by 14.69%.
- Central Index Key (CIK): 0001367401
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Portfolio Holdings for Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management holds 241 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Nxp Semiconductors N V (NXPI) | 6.3 | $818M | +5% | 2.9M | 281.03 |
|
| Alphabet Inc Cap Stk Cl A Cl A (GOOGL) | 5.4 | $712M | 2.0M | 357.37 |
|
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| Microsoft Corporation (MSFT) | 5.1 | $662M | 1.8M | 373.02 |
|
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| Booking Holdings (BKNG) | 4.6 | $603M | +2433% | 3.4M | 178.24 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.1 | $538M | +18% | 1.1M | 477.57 |
|
| Amazon (AMZN) | 3.5 | $461M | +8% | 1.9M | 238.34 |
|
| Markel Corporation (MKL) | 3.4 | $450M | 231k | 1953.01 |
|
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| Brown & Brown (BRO) | 3.3 | $430M | +14% | 6.7M | 64.15 |
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| Meta Platforms Inc Cl A Cl A (META) | 3.3 | $429M | 762k | 563.29 |
|
|
| Littelfuse (LFUS) | 3.3 | $425M | -5% | 934k | 455.33 |
|
| Kkr & Co (KKR) | 3.1 | $404M | 4.4M | 91.78 |
|
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| Spotify Technology S A SHS (SPOT) | 2.9 | $376M | +20% | 819k | 459.13 |
|
| Corpay SHS (CPAY) | 2.4 | $307M | 922k | 333.27 |
|
|
| Visa Inc Com Cl A Cl A (V) | 2.2 | $292M | +43% | 850k | 343.09 |
|
| Lennar Corp Cl A Cl A (LEN) | 1.9 | $244M | 2.7M | 90.49 |
|
|
| Chubb (CB) | 1.7 | $225M | 661k | 340.74 |
|
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| Thermo Fisher Scientific (TMO) | 1.7 | $223M | 445k | 501.36 |
|
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| NVIDIA Corporation (NVDA) | 1.6 | $209M | -2% | 1.0M | 200.09 |
|
| Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) | 1.5 | $196M | +17% | 392k | 500.39 |
|
| Ptc (PTC) | 1.3 | $169M | 1.5M | 113.61 |
|
|
| Apple (AAPL) | 1.3 | $169M | +3% | 582k | 289.36 |
|
| Icon Pub SHS (ICLR) | 1.3 | $167M | +4% | 962k | 173.71 |
|
| Analog Devices (ADI) | 1.0 | $128M | -8% | 323k | 397.17 |
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| NVR (NVR) | 0.9 | $123M | 18k | 6813.40 |
|
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| Broadcom (AVGO) | 0.8 | $100M | +6% | 264k | 377.75 |
|
| Berkshire Hathaway Inc Del Cl A Cl A (BRK.A) | 0.8 | $98M | 131.00 | 748850.00 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.7 | $96M | NEW | 416k | 229.57 |
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| Bank of America Corporation (BAC) | 0.6 | $78M | 1.4M | 56.98 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $72M | +22% | 489k | 146.64 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $69M | 211k | 327.33 |
|
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| Micron Technology (MU) | 0.5 | $65M | +8% | 56k | 1154.29 |
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| Gilead Sciences (GILD) | 0.5 | $62M | +83% | 490k | 126.34 |
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| Invitation Homes (INVH) | 0.5 | $61M | 2.0M | 30.21 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $58M | +4% | 48k | 1199.43 |
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| Jabil Circuit (JBL) | 0.4 | $57M | -24% | 148k | 385.48 |
|
| WESCO International (WCC) | 0.4 | $57M | -13% | 164k | 345.43 |
|
| Prologis (PLD) | 0.4 | $56M | 415k | 135.47 |
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|
| Caterpillar (CAT) | 0.4 | $54M | -2% | 50k | 1064.90 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $53M | -17% | 123k | 433.33 |
|
| Wintrust Financial Corporation (WTFC) | 0.4 | $53M | +11% | 330k | 160.72 |
|
| Verizon Communications (VZ) | 0.4 | $53M | +625% | 1.2M | 42.34 |
|
| Quest Diagnostics Incorporated (DGX) | 0.4 | $52M | -5% | 243k | 211.95 |
|
| Medtronic SHS (MDT) | 0.4 | $50M | +67% | 634k | 78.23 |
|
| Brunswick Corporation (BC) | 0.4 | $49M | -4% | 578k | 84.24 |
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| Citigroup Com New (C) | 0.4 | $49M | +4% | 348k | 139.96 |
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| Applied Materials (AMAT) | 0.4 | $49M | 67k | 723.00 |
|
|
| Cnh Indl N V SHS (CNH) | 0.4 | $47M | +15% | 4.2M | 11.23 |
|
| Pepsi (PEP) | 0.4 | $46M | 343k | 135.40 |
|
|
| Chesapeake Energy Corp (EXE) | 0.3 | $45M | +84% | 488k | 91.19 |
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| Rbc Cad (RY) | 0.3 | $44M | 152k | 289.48 |
|
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| Public Service Enterprise (PEG) | 0.3 | $44M | 540k | 81.16 |
|
|
| Merck & Co (MRK) | 0.3 | $43M | -36% | 332k | 128.50 |
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| Fidelity National Information Services (FIS) | 0.3 | $42M | +17% | 1.1M | 38.88 |
|
| Blackrock (BLK) | 0.3 | $42M | +19% | 43k | 961.56 |
|
| Nexstar Media Group Com Stk (NXST) | 0.3 | $39M | +23% | 216k | 178.59 |
|
| Vishay Intertechnology (VSH) | 0.3 | $37M | -65% | 692k | 53.78 |
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| Omni (OMC) | 0.3 | $37M | -2% | 504k | 72.83 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $36M | -49% | 120k | 298.07 |
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| Yeti Hldgs (YETI) | 0.3 | $36M | +110% | 718k | 49.56 |
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| Encompass Health Corp (EHC) | 0.3 | $34M | 340k | 101.08 |
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| Ge Vernova (GEV) | 0.3 | $34M | 29k | 1174.86 |
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| Lyondellbasell Industries Nv Shs - A - Shs - A - (LYB) | 0.3 | $34M | +9% | 646k | 52.65 |
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| Noble Corp Plc Ord Shs A Shs A (NE) | 0.3 | $34M | -7% | 901k | 37.30 |
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| Coca-Cola Company (KO) | 0.3 | $33M | +2% | 410k | 81.27 |
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| Align Technology (ALGN) | 0.3 | $33M | -8% | 194k | 168.66 |
|
| Pinnacle Finl Partners (PNFP) | 0.2 | $33M | +533% | 323k | 100.88 |
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| Ats (ATS) | 0.2 | $33M | -7% | 796k | 40.88 |
|
| Marsh & McLennan Companies (MRSH) | 0.2 | $32M | +377% | 191k | 166.67 |
|
| Advanced Drain Sys Inc Del (WMS) | 0.2 | $31M | -33% | 197k | 156.96 |
|
| Williams Companies (WMB) | 0.2 | $31M | +3% | 415k | 74.34 |
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| American Homes 4 Rent Cl A Cl A (AMH) | 0.2 | $31M | +35% | 910k | 33.52 |
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| Crocs (CROX) | 0.2 | $30M | +72% | 248k | 120.64 |
|
| CECO Environmental (CECO) | 0.2 | $30M | NEW | 327k | 90.74 |
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| Stag Industrial (STAG) | 0.2 | $29M | -17% | 763k | 38.06 |
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| Advanced Micro Devices (AMD) | 0.2 | $29M | NEW | 49k | 580.91 |
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| Linde SHS (LIN) | 0.2 | $28M | 54k | 518.94 |
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| Simon Property (SPG) | 0.2 | $28M | -14% | 123k | 223.65 |
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| Deere & Company (DE) | 0.2 | $27M | 43k | 634.33 |
|
|
| Accenture Plc Ireland Shs Class A Shs Class A (ACN) | 0.2 | $27M | +7% | 219k | 124.44 |
|
| Autoliv (ALV) | 0.2 | $27M | -8% | 230k | 116.17 |
|
| Mohawk Industries (MHK) | 0.2 | $26M | -27% | 216k | 121.33 |
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| Cadence Design Systems (CDNS) | 0.2 | $25M | 68k | 375.32 |
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| Tesla Motors (TSLA) | 0.2 | $25M | +4% | 60k | 420.60 |
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| Sotera Health (SHC) | 0.2 | $25M | NEW | 1.4M | 17.75 |
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| Msc Indl Direct Inc Cl A Cl A (MSM) | 0.2 | $25M | -41% | 209k | 118.95 |
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| Lumentum Hldgs (LITE) | 0.2 | $25M | -21% | 29k | 858.06 |
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| Caci Intl Inc Cl A Cl A (CACI) | 0.2 | $24M | -43% | 52k | 463.26 |
|
| Ge Aerospace Com New (GE) | 0.2 | $24M | +3% | 64k | 373.73 |
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| Equinix (EQIX) | 0.2 | $24M | -6% | 23k | 1042.39 |
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| Stifel Financial (SF) | 0.2 | $23M | +4% | 330k | 69.77 |
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| Entergy Corporation (ETR) | 0.2 | $23M | +2% | 197k | 114.86 |
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| Aar (AIR) | 0.2 | $22M | +17% | 155k | 142.93 |
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| Goldman Sachs (GS) | 0.2 | $22M | NEW | 22k | 1011.37 |
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| Henry Schein (HSIC) | 0.2 | $21M | -17% | 253k | 83.52 |
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| Ecolab (ECL) | 0.2 | $21M | 76k | 278.61 |
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| S&p Global (SPGI) | 0.2 | $21M | +25% | 51k | 407.26 |
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| PPL Corporation (PPL) | 0.2 | $21M | +28% | 574k | 36.35 |
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| Nike Inc Cl B CL B (NKE) | 0.2 | $20M | -16% | 497k | 41.05 |
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| Oracle Corporation (ORCL) | 0.2 | $20M | +7% | 139k | 146.55 |
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| Tennant Company (TNC) | 0.2 | $20M | 227k | 87.54 |
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| First Solar (FSLR) | 0.2 | $20M | +82% | 84k | 235.96 |
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| ACI Worldwide (ACIW) | 0.2 | $20M | NEW | 394k | 50.29 |
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| Gentex Corporation (GNTX) | 0.2 | $20M | 782k | 25.27 |
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| Westlake Chemical Corporation (WLK) | 0.1 | $20M | +9% | 268k | 73.00 |
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| Strategic Education (STRA) | 0.1 | $20M | -14% | 255k | 76.62 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $19M | +5% | 157k | 122.96 |
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| Akamai Technologies (AKAM) | 0.1 | $19M | -61% | 163k | 118.21 |
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| Home Depot (HD) | 0.1 | $19M | 55k | 352.68 |
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| Welltower Inc Com reit (WELL) | 0.1 | $19M | -24% | 83k | 226.97 |
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| TJX Companies (TJX) | 0.1 | $18M | -5% | 121k | 151.50 |
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| Costco Wholesale Corporation (COST) | 0.1 | $18M | 19k | 935.47 |
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| salesforce (CRM) | 0.1 | $18M | +23% | 115k | 156.66 |
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| Abbvie (ABBV) | 0.1 | $18M | +3% | 72k | 251.64 |
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| Arista Networks SHS (ANET) | 0.1 | $18M | -12% | 106k | 169.88 |
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| Ferguson Enterprises Com New (FERG) | 0.1 | $18M | 75k | 237.33 |
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| Palo Alto Networks (PANW) | 0.1 | $18M | -7% | 52k | 341.02 |
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| Abbott Laboratories (ABT) | 0.1 | $17M | +9% | 191k | 90.74 |
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| Mastercard Incorporated Cl A Cl A (MA) | 0.1 | $17M | -9% | 33k | 513.60 |
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| Brookfield Corp Cl A Ltd Vt Sh SH (BN) | 0.1 | $17M | +3% | 276k | 60.51 |
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| Nextera Energy (NEE) | 0.1 | $16M | -29% | 187k | 87.77 |
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| Cheniere Energy Com New (LNG) | 0.1 | $16M | +2% | 68k | 239.01 |
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| Eaton Corp SHS (ETN) | 0.1 | $16M | +22% | 38k | 426.12 |
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| Colgate-Palmolive Company (CL) | 0.1 | $16M | 174k | 91.68 |
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| Qiagen Nv Ord Shares SHS (QGEN) | 0.1 | $16M | -7% | 398k | 39.10 |
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| Timken Company (TKR) | 0.1 | $15M | -54% | 105k | 145.32 |
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| Cisco Systems (CSCO) | 0.1 | $15M | -33% | 128k | 117.46 |
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| Chevron Corporation (CVX) | 0.1 | $15M | +4% | 90k | 165.76 |
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| MercadoLibre (MELI) | 0.1 | $15M | 8.7k | 1697.39 |
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| West Pharmaceutical Services (WST) | 0.1 | $15M | -20% | 41k | 359.00 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $15M | -6% | 37k | 397.68 |
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| Edwards Lifesciences (EW) | 0.1 | $14M | -7% | 159k | 90.46 |
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| AvalonBay Communities (AVB) | 0.1 | $14M | +49% | 76k | 188.69 |
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| American Electric Power Company (AEP) | 0.1 | $14M | +3% | 105k | 136.81 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $14M | +3% | 14k | 978.12 |
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| Progressive Corporation (PGR) | 0.1 | $13M | +2% | 62k | 218.45 |
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| Ventas (VTR) | 0.1 | $13M | +7% | 144k | 88.80 |
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| Dominion Resources (D) | 0.1 | $13M | +60% | 187k | 68.29 |
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| Targa Res Corp (TRGP) | 0.1 | $13M | 48k | 268.14 |
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| Norfolk Southern (NSC) | 0.1 | $13M | +8% | 40k | 314.59 |
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| Enbridge (ENB) | 0.1 | $13M | +10% | 163k | 76.91 |
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| Netflix (NFLX) | 0.1 | $13M | -8% | 175k | 71.40 |
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| Envista Hldgs Corp (NVST) | 0.1 | $12M | -36% | 471k | 26.35 |
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| West Fraser Timb (WFG) | 0.1 | $12M | -8% | 128k | 96.01 |
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| Extra Space Storage (EXR) | 0.1 | $12M | +74% | 82k | 145.30 |
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| Johnson & Johnson (JNJ) | 0.1 | $12M | NEW | 47k | 253.97 |
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| Public Storage (PSA) | 0.1 | $12M | -25% | 37k | 318.31 |
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| Quidel Corp (QDEL) | 0.1 | $11M | NEW | 647k | 17.52 |
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| Amphenol Corp Cl A Cl A (APH) | 0.1 | $11M | +15% | 64k | 176.32 |
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| Wells Fargo & Company (WFC) | 0.1 | $11M | +4% | 136k | 82.64 |
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| Luxfer Hldgs SHS (LXFR) | 0.1 | $11M | -24% | 604k | 18.04 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $11M | -24% | 42k | 255.67 |
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| Kinder Morgan (KMI) | 0.1 | $11M | -47% | 331k | 31.97 |
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| UnitedHealth (UNH) | 0.1 | $11M | +16% | 25k | 415.63 |
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| American Water Works (AWK) | 0.1 | $10M | 79k | 131.58 |
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| Sempra Energy (SRE) | 0.1 | $10M | NEW | 111k | 92.71 |
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| Consolidated Edison (ED) | 0.1 | $10M | 93k | 110.63 |
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| Avery Dennison Corporation (AVY) | 0.1 | $10M | NEW | 63k | 162.35 |
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| Transalta Corp (TAC) | 0.1 | $10M | +78% | 519k | 19.62 |
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| Digital Realty Trust (DLR) | 0.1 | $10M | 56k | 179.58 |
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| Tripadvisor (TRIP) | 0.1 | $9.8M | -24% | 716k | 13.71 |
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| Alliant Energy Corporation (LNT) | 0.1 | $9.7M | +2% | 127k | 76.29 |
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| Medpace Hldgs (MEDP) | 0.1 | $9.3M | NEW | 18k | 529.59 |
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| Union Pacific Corporation (UNP) | 0.1 | $9.3M | -21% | 34k | 272.00 |
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| Pennymac Financial Services (PFSI) | 0.1 | $9.2M | +78% | 106k | 87.10 |
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| Pinnacle West Capital Corporation (PNW) | 0.1 | $9.1M | NEW | 85k | 107.00 |
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| McDonald's Corporation (MCD) | 0.1 | $9.1M | +4% | 34k | 270.31 |
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| Newmont Mining Corporation (NEM) | 0.1 | $9.1M | +3% | 98k | 93.40 |
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| Sherwin-Williams Company (SHW) | 0.1 | $9.1M | +6% | 26k | 344.32 |
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| Iqvia Holdings (IQV) | 0.1 | $9.0M | +4% | 47k | 193.22 |
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| Vici Pptys (VICI) | 0.1 | $9.0M | -6% | 340k | 26.55 |
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| Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG) | 0.1 | $8.8M | +18% | 25k | 353.33 |
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| FirstEnergy (FE) | 0.1 | $8.8M | -2% | 186k | 47.54 |
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| IDEX Corporation (IEX) | 0.1 | $8.8M | 39k | 226.95 |
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| Danaher Corporation (DHR) | 0.1 | $8.5M | -14% | 45k | 190.48 |
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| Peak (DOC) | 0.1 | $8.5M | -41% | 396k | 21.40 |
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| CSX Corporation (CSX) | 0.1 | $8.3M | +5% | 174k | 47.53 |
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| Phillips 66 (PSX) | 0.1 | $8.3M | -9% | 49k | 169.05 |
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| Tronox Holdings SHS (TROX) | 0.1 | $8.1M | -65% | 1.3M | 6.30 |
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| Southern Company (SO) | 0.1 | $7.8M | +4% | 82k | 95.71 |
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| American Tower Reit (AMT) | 0.1 | $7.8M | -19% | 48k | 163.57 |
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| Moody's Corporation (MCO) | 0.1 | $7.5M | +8% | 17k | 452.92 |
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| Stryker Corporation (SYK) | 0.1 | $7.5M | +20% | 24k | 314.84 |
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| Realty Income (O) | 0.1 | $7.4M | +277% | 119k | 61.96 |
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| Trane Technologies SHS (TT) | 0.1 | $7.3M | 15k | 491.16 |
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| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $7.3M | +494400% | 218k | 33.50 |
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| Garmin SHS (GRMN) | 0.1 | $7.1M | -4% | 30k | 237.54 |
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| Cbre Group Inc Cl A Cl A (CBRE) | 0.1 | $7.1M | 52k | 134.69 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $7.0M | -41% | 98k | 71.60 |
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| Macerich Company (MAC) | 0.1 | $6.9M | +2706% | 275k | 25.19 |
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| Tc Energy Corp (TRP) | 0.1 | $6.9M | -63% | 73k | 93.92 |
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| Baker Hughes Company Cl A Cl A (BKR) | 0.1 | $6.8M | -43% | 123k | 55.50 |
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| Gaming & Leisure Pptys (GLPI) | 0.1 | $6.7M | +85% | 151k | 44.53 |
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| Rollins (ROL) | 0.1 | $6.7M | +2% | 160k | 41.74 |
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| Regency Centers Corporation (REG) | 0.0 | $6.4M | -20% | 81k | 79.74 |
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| Iron Mountain (IRM) | 0.0 | $6.4M | 51k | 126.31 |
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| Tyler Technologies (TYL) | 0.0 | $6.3M | +12% | 21k | 292.46 |
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| American Healthcare Reit SHS (AHR) | 0.0 | $6.2M | +49% | 119k | 52.15 |
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| Wal-Mart Stores (WMT) | 0.0 | $6.2M | 55k | 113.26 |
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| Yum China Holdings (YUMC) | 0.0 | $6.0M | 147k | 40.87 |
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| Intercontinental Exchange (ICE) | 0.0 | $5.7M | 47k | 123.11 |
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| Cubesmart (CUBE) | 0.0 | $5.5M | -6% | 138k | 39.77 |
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| Piedmont Realty Trust Inc Com Cl A Cl A (PDM) | 0.0 | $5.3M | NEW | 579k | 9.15 |
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| Essential Properties Realty reit (EPRT) | 0.0 | $5.3M | +103% | 176k | 29.85 |
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| Omega Healthcare Investors (OHI) | 0.0 | $5.1M | 107k | 47.68 |
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| Mueller Wtr Prods Inc Com Ser A Com Ser A (MWA) | 0.0 | $4.9M | -6% | 188k | 25.83 |
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| Motorola Solutions Com New (MSI) | 0.0 | $4.8M | NEW | 11k | 415.29 |
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| Kilroy Realty Corporation (KRC) | 0.0 | $4.7M | -34% | 126k | 37.47 |
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| SJW (HTO) | 0.0 | $4.4M | 72k | 60.77 |
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| Snap-on Incorporated (SNA) | 0.0 | $4.1M | -2% | 10k | 402.40 |
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| Gulfport Energy Corp Common Shares SHS (GPOR) | 0.0 | $4.1M | +31% | 24k | 169.70 |
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| Boston Scientific Corporation (BSX) | 0.0 | $4.1M | -65% | 95k | 42.68 |
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| Servicenow (NOW) | 0.0 | $4.0M | +9% | 41k | 99.28 |
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| Host Hotels & Resorts (HST) | 0.0 | $4.0M | -5% | 169k | 23.71 |
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| Zoetis Inc Cl A Cl A (ZTS) | 0.0 | $3.9M | -94% | 55k | 71.86 |
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| Builders FirstSource (BLDR) | 0.0 | $3.8M | +13% | 43k | 89.48 |
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| Pentair SHS (PNR) | 0.0 | $3.8M | -4% | 49k | 76.66 |
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| Healthcare Realty T (HR) | 0.0 | $3.6M | +48% | 179k | 20.17 |
|
| Thomsoncorp (TRI) | 0.0 | $3.2M | NEW | 39k | 81.67 |
|
| Mid-America Apartment (MAA) | 0.0 | $3.0M | -62% | 22k | 138.94 |
|
| Ryman Hospitality Pptys (RHP) | 0.0 | $2.8M | NEW | 22k | 128.55 |
|
| PG&E Corporation (PCG) | 0.0 | $2.8M | +5% | 168k | 16.82 |
|
| Crown Castle Intl (CCI) | 0.0 | $2.5M | NEW | 33k | 75.73 |
|
| Space Exploration Techn Corp Class A Com Stk Com Stk (SPCX) | 0.0 | $2.4M | NEW | 14k | 170.86 |
|
| Tidewater (TDW) | 0.0 | $2.3M | +4% | 34k | 66.63 |
|
| Palantir Technologies Inc Cl A Cl A (PLTR) | 0.0 | $2.0M | 17k | 116.67 |
|
|
| First Horizon National Corporation (FHN) | 0.0 | $1.9M | -86% | 76k | 25.64 |
|
| Ast Spacemobile Inc Com Cl A Cl A (ASTS) | 0.0 | $1.9M | NEW | 21k | 88.86 |
|
| Americold Rlty Tr (COLD) | 0.0 | $1.4M | -8% | 89k | 15.72 |
|
| DiamondRock Hospitality Company (DRH) | 0.0 | $1.3M | -7% | 108k | 12.18 |
|
| Msa Safety Inc equity (MSA) | 0.0 | $534k | +61% | 3.1k | 174.58 |
|
| LXP Industrial Trust (LXP) | 0.0 | $505k | -91% | 9.4k | 53.88 |
|
| Humana (HUM) | 0.0 | $205k | -24% | 517.00 | 397.22 |
|
| McKesson Corporation (MCK) | 0.0 | $151k | 200.00 | 755.60 |
|
|
| Anthem (ELV) | 0.0 | $117k | -26% | 303.00 | 386.73 |
|
| Electronic Arts (EA) | 0.0 | $110k | -25% | 534.00 | 205.04 |
|
| Apple Hospitality Reit Com New (APLE) | 0.0 | $92k | -96% | 5.5k | 16.81 |
|
| Rogers Communications Inc Cl B CL B (RCI) | 0.0 | $80k | -30% | 2.5k | 32.53 |
|
| Ameriprise Financial (AMP) | 0.0 | $71k | -27% | 154.00 | 458.76 |
|
| AutoZone (AZO) | 0.0 | $70k | -21% | 22.00 | 3195.95 |
|
| Fox Corporation (FOX) | 0.0 | $64k | -39% | 1.4k | 46.84 |
|
| Brixmor Prty (BRX) | 0.0 | $63.000000 | NEW | 2.00 | 31.50 |
|
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 2026 Q2 filed Aug. 14, 2026
- Van Lanschot Kempen Investment Management 2026 Q1 filed May 15, 2026
- 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