DOSSIER · 13F-HR · Q1 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
$11.4B in tracked AUM across 240 positions as of Q1 2026.
VL
CIK 0001367401 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Comprehensive Analysis of SEC 13F Filing: VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Portfolio Overview
Van Lanschot Kempen Investment Management N.V. reported a total portfolio value of $5.59 billion as of September 30, 2025, representing a 4.3% increase from the previous quarter's $5.35 billion. The portfolio consists of 108 holdings, indicating a relatively concentrated strategy focused on high-conviction names rather than broad market indexing. The firm appears to manag...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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