VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | YUMC | 252K | $10.82M |
 | BKR | 250K | $12.16M |
 | LITE | 248K | $40.41M |
 | TXN | 240K | $44.04M |
 | HR | 234K | $4.22M |
 | ALV | 234K | $28.89M |
 | EXE | 226K | $24.00M |
 | TAC | 224K | $4.27M |
 | PNFP | 221K | $20.77M |
 | JPM | 217K | $68.35M |
 | ETR | 208K | $19.40M |
 | CL | 203K | $16.24M |
 | FE | 203K | $9.30M |
 | WLK | 196K | $15.11M |
 | TRP | 192K | $14.55M |
 | WFG | 187K | $17.70M |
 | OTIS | 185K | $16.88M |
 | MKL | 181K | $346.40M |
 | FSLR | 177K | $39.06M |
 | WFC | 172K | $14.38M |
Yum China Holdings, Inc.
YUMC
Shares Held
252K
Value
$10.82M
Baker Hughes Company
BKR
Shares Held
250K
Value
$12.16M
Lumentum Holdings Inc.
LITE
Shares Held
248K
Value
$40.41M
Texas Instruments Incorporated
TXN
Shares Held
240K
Value
$44.04M
Healthcare Realty Trust Incorporated
HR
Shares Held
234K
Value
$4.22M
Autoliv, Inc.
ALV
Shares Held
234K
Value
$28.89M
Expand Energy Corporation
EXE
Shares Held
226K
Value
$24.00M
TransAlta Corporation
TAC
Shares Held
224K
Value
$4.27M
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
221K
Value
$20.77M
JPMorgan Chase & Co.
JPM
Shares Held
217K
Value
$68.35M
Entergy Corporation
ETR
Shares Held
208K
Value
$19.40M
Colgate-Palmolive Company
CL
Shares Held
203K
Value
$16.24M
FirstEnergy Corp.
FE
Shares Held
203K
Value
$9.30M
Westlake Corporation
WLK
Shares Held
196K
Value
$15.11M
TC Energy Corporation
TRP
Shares Held
192K
Value
$14.55M
West Fraser Timber Co. Ltd.
WFG
Shares Held
187K
Value
$17.70M
Otis Worldwide Corporation
OTIS
Shares Held
185K
Value
$16.88M
Markel Corporation
MKL
Shares Held
181K
Value
$346.40M
First Solar, Inc.
FSLR
Shares Held
177K
Value
$39.06M
Wells Fargo & Company
WFC
Shares Held
172K
Value
$14.38M