Stock Taper

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Luxfer Holdings PLCLXFR603.95K$10.9M
Medtronic plcMDT633.45K$49.55M
LyondellBasell Industries N.V.LYB645.63K$33.99M
QuidelOrtho CorporationQDEL647.07K$11.33M
Chubb LimitedCB660.87K$225.18M
Vishay Intertechnology, Inc.VSH691.6K$37.19M
Tripadvisor, Inc.TRIP716.09K$9.82M
YETI Holdings, Inc.YETI718.13K$35.59M
Meta Platforms, Inc.META762.1K$429.28M
STAG Industrial, Inc.STAG762.94K$29.04M
Gentex CorporationGNTX781.68K$19.75M
Spotify Technology S.A.SPOT818.58K$375.83M
Visa Inc.V849.8K$291.56M
Noble Corporation PlcNE900.65K$33.59M
American Homes 4 RentAMH909.98K$30.5M
Corpay, Inc.CPAY922.4K$307.41M
Littelfuse, Inc.LFUS933.51K$425.06M
ICON Public Limited CompanyICLR961.66K$167.05M
NVIDIA CorporationNVDA1.04M$209.01M
Fidelity National Information Services, Inc.FIS1.09M$42.4M