Stock Taper 
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 BlackRock, Inc. | BLK | 43.44K | $41.77M |
 Deere & Company | DE | 43.26K | $27.44M |
 Builders FirstSource, Inc. | BLDR | 42.54K | $3.81M |
 Marathon Petroleum Corporation | MPC | 41.68K | $10.66M |
 West Pharmaceutical Services, Inc. | WST | 40.8K | $14.65M |
 ServiceNow, Inc. | NOW | 40.55K | $4.03M |
 Norfolk Southern Corporation | NSC | 40.31K | $12.68M |
 Thomson Reuters Corporation | TRI | 39.41K | $3.22M |
 IDEX Corporation | IEX | 38.75K | $8.79M |
 Eaton Corporation plc | ETN | 38.03K | $16.21M |
 Intuitive Surgical, Inc. | ISRG | 36.63K | $14.57M |
 Public Storage | PSA | 36.57K | $11.64M |
 Union Pacific Corporation | UNP | 34.06K | $9.27M |
 Tidewater Inc. | TDW | 33.82K | $2.25M |
 McDonald's Corporation | MCD | 33.73K | $9.12M |
 Mastercard Incorporated | MA | 33.26K | $17.08M |
 Crown Castle Inc. | CCI | 33.2K | $2.51M |
 Garmin Ltd. | GRMN | 30.04K | $7.14M |
 GE Vernova Inc. | GEV | 29.27K | $34.39M |
 Lumentum Holdings Inc. | LITE | 28.61K | $24.55M |