VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KKR | 3.80M | $493.59M |
 | C | 2.82M | $285.93M |
 | GOOGL | 2.62M | $635.93M |
 | VSH | 2.48M | $37.93M |
 | TRIP | 2.32M | $37.75M |
 | NVST | 2.04M | $41.62M |
 | BRO | 1.95M | $182.85M |
 | TROX | 1.95M | $7.84M |
 | INVH | 1.93M | $56.69M |
 | NXPI | 1.87M | $425.64M |
 | FHN | 1.81M | $41.01M |
 | AMZN | 1.77M | $388.09M |
 | MWA | 1.52M | $38.67M |
 | LXP | 1.35M | $12.08M |
 | AMH | 1.34M | $44.58M |
 | MSFT | 1.34M | $692.93M |
 | DOC | 1.34M | $25.61M |
 | LXFR | 1.31M | $18.22M |
 | NE | 1.21M | $34.22M |
 | NVDA | 1.15M | $215.13M |
KKR & Co. Inc.
KKR
Shares Held
3.80M
Value
$493.59M
Citigroup Inc.
C
Shares Held
2.82M
Value
$285.93M
Alphabet Inc.
GOOGL
Shares Held
2.62M
Value
$635.93M
Vishay Intertechnology, Inc.
VSH
Shares Held
2.48M
Value
$37.93M
Tripadvisor, Inc.
TRIP
Shares Held
2.32M
Value
$37.75M
Envista Holdings Corp
NVST
Shares Held
2.04M
Value
$41.62M
Brown & Brown, Inc.
BRO
Shares Held
1.95M
Value
$182.85M
Tronox Holdings plc
TROX
Shares Held
1.95M
Value
$7.84M
Invitation Homes Inc.
INVH
Shares Held
1.93M
Value
$56.69M
NXP Semiconductors N.V.
NXPI
Shares Held
1.87M
Value
$425.64M
First Horizon Corporation
FHN
Shares Held
1.81M
Value
$41.01M
Amazon.com, Inc.
AMZN
Shares Held
1.77M
Value
$388.09M
Mueller Water Products, Inc.
MWA
Shares Held
1.52M
Value
$38.67M
LXP Industrial Trust
LXP
Shares Held
1.35M
Value
$12.08M
American Homes 4 Rent
AMH
Shares Held
1.34M
Value
$44.58M
Microsoft Corporation
MSFT
Shares Held
1.34M
Value
$692.93M
Healthpeak Properties, Inc.
DOC
Shares Held
1.34M
Value
$25.61M
Luxfer Holdings PLC
LXFR
Shares Held
1.31M
Value
$18.22M
Noble Corporation Plc
NE
Shares Held
1.21M
Value
$34.22M
NVIDIA Corporation
NVDA
Shares Held
1.15M
Value
$215.13M