VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HSIC | 526K | $34.90M |
 | TMO | 517K | $250.88M |
 | BNL | 506K | $9.04M |
 | LYB | 488K | $23.96M |
 | WTFC | 471K | $62.41M |
 | MHK | 470K | $60.54M |
 | KMI | 462K | $13.08M |
 | STRA | 460K | $39.53M |
 | TKR | 445K | $33.45M |
 | PPL | 434K | $16.12M |
 | BAC | 433K | $22.35M |
 | PEG | 428K | $35.74M |
 | VICI | 427K | $13.92M |
 | AKAM | 427K | $32.32M |
 | OMC | 425K | $34.62M |
 | EHC | 420K | $53.36M |
 | PLD | 413K | $47.30M |
 | APLE | 412K | $4.95M |
 | HOLX | 411K | $27.73M |
 | WMB | 406K | $25.73M |
Henry Schein, Inc.
HSIC
Shares Held
526K
Value
$34.90M
Thermo Fisher Scientific Inc.
TMO
Shares Held
517K
Value
$250.88M
Broadstone Net Lease, Inc.
BNL
Shares Held
506K
Value
$9.04M
LyondellBasell Industries N.V.
LYB
Shares Held
488K
Value
$23.96M
Wintrust Financial Corporation
WTFC
Shares Held
471K
Value
$62.41M
Mohawk Industries, Inc.
MHK
Shares Held
470K
Value
$60.54M
Kinder Morgan, Inc.
KMI
Shares Held
462K
Value
$13.08M
Strategic Education, Inc.
STRA
Shares Held
460K
Value
$39.53M
The Timken Company
TKR
Shares Held
445K
Value
$33.45M
PPL Corporation
PPL
Shares Held
434K
Value
$16.12M
Bank of America Corporation
BAC
Shares Held
433K
Value
$22.35M
Public Service Enterprise Group Incorporated
PEG
Shares Held
428K
Value
$35.74M
VICI Properties Inc.
VICI
Shares Held
427K
Value
$13.92M
Akamai Technologies, Inc.
AKAM
Shares Held
427K
Value
$32.32M
Omnicom Group Inc.
OMC
Shares Held
425K
Value
$34.62M
Encompass Health Corporation
EHC
Shares Held
420K
Value
$53.36M
Prologis, Inc.
PLD
Shares Held
413K
Value
$47.30M
Apple Hospitality REIT, Inc.
APLE
Shares Held
412K
Value
$4.95M
Hologic, Inc.
HOLX
Shares Held
411K
Value
$27.73M
The Williams Companies, Inc.
WMB
Shares Held
406K
Value
$25.73M