VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IEX | 43K | $6.93M |
 | DE | 42K | $19.17M |
 | CF | 42K | $3.73M |
 | BLK | 41K | $48.17M |
 | UNP | 41K | $9.73M |
 | TRGP | 41K | $6.87M |
 | EQIX | 39K | $30.88M |
 | NSC | 39K | $11.60M |
 | PSA | 39K | $11.13M |
 | LIN | 38K | $18.04M |
 | CAT | 37K | $17.80M |
 | BR | 37K | $8.82M |
 | REG | 36K | $2.59M |
 | BMY | 36K | $1.60M |
 | AHR | 35K | $1.47M |
 | ISRG | 35K | $15.53M |
 | TRI | 34K | $5.30M |
 | CME | 31K | $8.30M |
 | AMAT | 30K | $6.12M |
 | GRMN | 28K | $6.99M |
IDEX Corporation
IEX
Shares Held
43K
Value
$6.93M
Deere & Company
DE
Shares Held
42K
Value
$19.17M
CF Industries Holdings, Inc.
CF
Shares Held
42K
Value
$3.73M
BlackRock, Inc.
BLK
Shares Held
41K
Value
$48.17M
Union Pacific Corporation
UNP
Shares Held
41K
Value
$9.73M
Targa Resources Corp.
TRGP
Shares Held
41K
Value
$6.87M
Equinix, Inc.
EQIX
Shares Held
39K
Value
$30.88M
Norfolk Southern Corporation
NSC
Shares Held
39K
Value
$11.60M
Public Storage
PSA
Shares Held
39K
Value
$11.13M
Linde plc
LIN
Shares Held
38K
Value
$18.04M
Caterpillar Inc.
CAT
Shares Held
37K
Value
$17.80M
Broadridge Financial Solutions, Inc.
BR
Shares Held
37K
Value
$8.82M
Regency Centers Corporation
REG
Shares Held
36K
Value
$2.59M
Bristol-Myers Squibb Company
BMY
Shares Held
36K
Value
$1.60M
American Healthcare REIT, Inc.
AHR
Shares Held
35K
Value
$1.47M
Intuitive Surgical, Inc.
ISRG
Shares Held
35K
Value
$15.53M
Thomson Reuters Corporation
TRI
Shares Held
34K
Value
$5.30M
CME Group Inc.
CME
Shares Held
31K
Value
$8.30M
Applied Materials, Inc.
AMAT
Shares Held
30K
Value
$6.12M
Garmin Ltd.
GRMN
Shares Held
28K
Value
$6.99M