VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MA | 27K | $15.18M |
 | AMP | 24K | $11.98M |
 | SPGI | 24K | $11.64M |
 | UNH | 24K | $8.18M |
 | VAL | 23K | $1.14M |
 | SHW | 23K | $8.05M |
 | SYK | 22K | $8.30M |
 | FDS | 21K | $5.91M |
 | DLR | 19K | $3.23M |
 | NVR | 17K | $140.53M |
 | CLH | 17K | $4.00M |
 | BLDR | 17K | $2.01M |
 | SNA | 16K | $5.64M |
 | RSG | 16K | $3.70M |
 | TDW | 15K | $812.54K |
 | NFLX | 15K | $17.96M |
 | TT | 15K | $6.23M |
 | TYL | 14K | $7.33M |
 | PH | 14K | $10.39M |
 | LII | 12K | $6.50M |
Mastercard Incorporated
MA
Shares Held
27K
Value
$15.18M
Ameriprise Financial, Inc.
AMP
Shares Held
24K
Value
$11.98M
S&P Global Inc.
SPGI
Shares Held
24K
Value
$11.64M
UnitedHealth Group Incorporated
UNH
Shares Held
24K
Value
$8.18M
Valaris Limited
VAL
Shares Held
23K
Value
$1.14M
The Sherwin-Williams Company
SHW
Shares Held
23K
Value
$8.05M
Stryker Corporation
SYK
Shares Held
22K
Value
$8.30M
FactSet Research Systems Inc.
FDS
Shares Held
21K
Value
$5.91M
Digital Realty Trust, Inc.
DLR
Shares Held
19K
Value
$3.23M
NVR, Inc.
NVR
Shares Held
17K
Value
$140.53M
Clean Harbors, Inc.
CLH
Shares Held
17K
Value
$4.00M
Builders FirstSource, Inc.
BLDR
Shares Held
17K
Value
$2.01M
Snap-on Incorporated
SNA
Shares Held
16K
Value
$5.64M
Republic Services, Inc.
RSG
Shares Held
16K
Value
$3.70M
Tidewater Inc.
TDW
Shares Held
15K
Value
$812.54K
Netflix, Inc.
NFLX
Shares Held
15K
Value
$17.96M
Trane Technologies plc
TT
Shares Held
15K
Value
$6.23M
Tyler Technologies, Inc.
TYL
Shares Held
14K
Value
$7.33M
Parker-Hannifin Corporation
PH
Shares Held
14K
Value
$10.39M
Lennox International Inc.
LII
Shares Held
12K
Value
$6.50M