Van Lanschot Kempen Investment Management N.v.

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
228
Total Value
9575590342
Accession Number
0001367401-25-000008
Form Type
13F-HR
CIK
0001367401
Manager Name
Van Lanschot Kempen Investment Management N.v.
Data Enrichment
99% identified
225 identified3 unidentified

Holdings

228 positions
Manager:
SEC
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Page 3 of 12
ROYAL BANK OF CANADA
RY|780087102
Shares:
324782(+3.8%)
Value:
$52.6B(-2.9%)
American Homes 4 Rent
AMH|02665T306
Shares:
1351351(-10.4%)
Value:
$51.1B(-9.5%)
DEERE & CO
DE|244199105
Shares:
105313(+32.1%)
Value:
$49.4B(+46.3%)
Invitation Homes Inc.
INVH|46187W107
Shares:
1400045(-7.0%)
Value:
$48.8B(+1.4%)
HENRY SCHEIN INC
HSIC|806407102
Shares:
705213(-14.4%)
Value:
$48.3B(-15.3%)
Envista Holdings Corp
NVST|29415F104
Shares:
2722331(-12.7%)
Value:
$47.0B(-21.9%)
Strategic Education, Inc.
STRA|86272C103
Shares:
543973(-12.0%)
Value:
$45.7B(-20.9%)
Merck & Co., Inc.
MRK|58933Y105
Shares:
503208(-72.0%)
Value:
$45.2B(-74.7%)
MARSH & MCLENNAN COMPANIES, INC.
MMC|571748102
Shares:
183603(-15.6%)
Value:
$44.8B(-3.1%)
Encompass Health Corp
EHC|29261A100
Shares:
432345(-21.6%)
Value:
$43.8B(-14.0%)
ELI LILLY & Co
LLY|532457108
Shares:
50744(+76.2%)
Value:
$41.9B(+88.5%)
S&P Global Inc.
SPGI|78409V104
Shares:
81791(-29.9%)
Value:
$41.6B(-28.4%)
Thermon Group Holdings, Inc.
THR|88362T103
Shares:
1442470(-15.8%)
Value:
$40.2B(-18.5%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
73672(+54.8%)
Value:
$38.6B(+60.2%)
NEXSTAR MEDIA GROUP, INC.
NXST|65336K103
Shares:
214742(+4.2%)
Value:
$38.5B(+18.2%)
GILEAD SCIENCES, INC.
GILD|375558103
Shares:
327290(-0.4%)
Value:
$36.7B(+20.8%)
SYSCO CORP
SYY|871829107
Shares:
485142(+8.5%)
Value:
$36.4B(+6.5%)
UNION PACIFIC CORP
UNP|907818108
Shares:
151987(-17.9%)
Value:
$35.9B(-14.9%)
Salesforce, Inc.
CRM|79466L302
Shares:
132340(-32.5%)
Value:
$35.5B(-45.8%)
N20944109
N20944109
Shares:
2872886(-0.7%)
Value:
$35.3B(+7.6%)