VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BKNG | 84K | $450.93M |
 | FERG | 82K | $18.41M |
 | DIS | 78K | $8.94M |
 | WBD | 78K | $1.52M |
 | WMS | 77K | $10.62M |
 | CUBE | 74K | $2.99M |
 | CROX | 72K | $6.05M |
 | NTAP | 71K | $8.36M |
 | CBRE | 70K | $11.09M |
 | NUE | 69K | $9.36M |
 | GE | 68K | $20.49M |
 | IRM | 67K | $6.79M |
 | ECL | 66K | $18.07M |
 | CACI | 66K | $32.89M |
 | ICE | 66K | $11.10M |
 | CDNS | 65K | $22.80M |
 | MPC | 64K | $12.40M |
 | HD | 61K | $24.56M |
 | PANW | 59K | $11.91M |
 | RNR | 58K | $14.81M |
Booking Holdings Inc.
BKNG
Shares Held
84K
Value
$450.93M
Ferguson plc
FERG
Shares Held
82K
Value
$18.41M
The Walt Disney Company
DIS
Shares Held
78K
Value
$8.94M
Warner Bros. Discovery, Inc.
WBD
Shares Held
78K
Value
$1.52M
Advanced Drainage Systems, Inc.
WMS
Shares Held
77K
Value
$10.62M
CubeSmart
CUBE
Shares Held
74K
Value
$2.99M
Crocs, Inc.
CROX
Shares Held
72K
Value
$6.05M
NetApp, Inc.
NTAP
Shares Held
71K
Value
$8.36M
CBRE Group, Inc.
CBRE
Shares Held
70K
Value
$11.09M
Nucor Corporation
NUE
Shares Held
69K
Value
$9.36M
GE Aerospace
GE
Shares Held
68K
Value
$20.49M
Iron Mountain Incorporated
IRM
Shares Held
67K
Value
$6.79M
Ecolab Inc.
ECL
Shares Held
66K
Value
$18.07M
CACI International Inc
CACI
Shares Held
66K
Value
$32.89M
Intercontinental Exchange, Inc.
ICE
Shares Held
66K
Value
$11.10M
Cadence Design Systems, Inc.
CDNS
Shares Held
65K
Value
$22.80M
Marathon Petroleum Corporation
MPC
Shares Held
64K
Value
$12.40M
The Home Depot, Inc.
HD
Shares Held
61K
Value
$24.56M
Palo Alto Networks, Inc.
PANW
Shares Held
59K
Value
$11.91M
RenaissanceRe Holdings Ltd.
RNR
Shares Held
58K
Value
$14.81M