Kempen Capital Management N.V. Purchases in Q2 2025

Kempen Capital Management N.V.

  • $10.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
59.9K
+ 9.14%
$484.66 - $738.09 $29M - $44.2M
715K $528M
KKR
Kkr & Co. Inc.

Financial Services
461K
+ 13.81%
$92.79 - $134.29 $42.8M - $61.9M
3.8M $505M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1.06K
+ 1.28%
$4164.15 - $5789.24 $4.41M - $6.14M
84.1K $487M
NVR
Nvr Inc

Consumer Cyclical
14K
New
$6700.0 - $7410.93 $93.5M - $103M
14K $103M
LFUS
Littelfuse Inc

Technology
334K
+ 53.99%
$149.72 - $227.31 $50M - $75.9M
952K $216M
LEN
Lennar Corp

Consumer Cyclical
817K
New
$102.76 - $115.66 $83.9M - $94.4M
817K $90.3M
SPOT
Spotify Technology S.A.

Communication Services
17.6K
+ 5.75%
$503.3 - $775.9 $8.88M - $13.7M
324K $249M
NXPI
Nxp Semiconductors N.V.

Technology
78.7K
+ 4.55%
$153.5 - $218.72 $12.1M - $17.2M
1.81M $395M
AMZN
Amazon Com Inc

Consumer Cyclical
62.9K
+ 3.8%
$167.32 - $223.3 $10.5M - $14M
1.72M $377M
MKL
Markel Corp

Financial Services
17.7K
+ 12.12%
$1678.5 - $1997.36 $29.7M - $35.4M
164K $327M
C
Citigroup Inc

Financial Services
37.1K
+ 1.28%
$58.13 - $85.12 $2.16M - $3.16M
2.94M $250M
SF
Stifel Financial Corp

Financial Services
406K
New
$76.49 - $103.78 $31M - $42.1M
406K $42.1M
LITE
Lumentum Holdings Inc.

Technology
162K
+ 35.65%
$49.56 - $95.06 $8.02M - $15.4M
616K $58.5M
HOLX
Hologic Inc

Healthcare
432K
New
$52.73 - $65.22 $22.8M - $28.2M
432K $28.1M
ADI
Analog Devices Inc

Technology
10.8K
+ 2.01%
$164.6 - $238.02 $1.77M - $2.57M
548K $130M
PTC
Ptc Inc.

Technology
13.5K
+ 1.34%
$136.74 - $173.24 $1.85M - $2.34M
1.02M $176M
FHN
First Horizon Corp

Financial Services
820K
+ 170.16%
$16.21 - $21.2 $13.3M - $17.4M
1.3M $27.6M
GE
General Electric CO

Industrials
68.6K
New
$166.81 - $257.39 $11.4M - $17.7M
68.6K $17.7M
SPG
Simon Property Group Inc

Real Estate
103K
+ 101.31%
$140.37 - $171.44 $14.5M - $17.7M
205K $32.9M
OMC
Omnicom Group Inc.

Communication Services
237K
+ 132.11%
$69.22 - $79.77 $16.4M - $18.9M
417K $30M
CB
Chubb LTD

Financial Services
73.3K
+ 14.3%
$274.32 - $302.46 $20.1M - $22.2M
586K $170M
TKR
Timken CO

Industrials
199K
New
$57.34 - $74.03 $11.4M - $14.7M
199K $14.4M
WLK
Westlake Corp

Basic Materials
183K
New
$69.83 - $102.01 $12.8M - $18.7M
183K $13.9M
FSLR
First Solar, Inc.

Technology
41.9K
+ 25.98%
$120.38 - $192.98 $5.04M - $8.08M
203K $33.6M
PANW
Palo Alto Networks Inc

Technology
57.1K
New
$152.44 - $204.64 $8.71M - $11.7M
57.1K $11.7M
BSX
Boston Scientific Corp

Healthcare
101K
New
$89.7 - $107.41 $9.08M - $10.9M
101K $10.9M
TTWO
Take Two Interactive Software Inc

Communication Services
44.4K
+ 2302.08%
$194.58 - $243.05 $8.63M - $10.8M
46.3K $11.2M
ALV
Autoliv Inc

Consumer Cyclical
28.5K
+ 8.99%
$76.77 - $113.1 $2.19M - $3.23M
346K $38.7M
V
Visa Inc.

Financial Services
21.7K
+ 4.44%
$308.27 - $373.31 $6.69M - $8.1M
511K $181M
BAC
Bank Of America Corp

Financial Services
184K
+ 128.66%
$34.39 - $47.46 $6.31M - $8.71M
326K $15.4M
ECL
Ecolab Inc.

Basic Materials
32.1K
+ 92.22%
$225.65 - $270.95 $7.23M - $8.69M
66.8K $18M
SYK
Stryker Corp

Healthcare
22.6K
New
$337.37 - $395.63 $7.63M - $8.95M
22.6K $8.95M
ROL
Rollins Inc

Consumer Cyclical
156K
New
$50.65 - $58.58 $7.92M - $9.16M
156K $8.83M
BR
Broadridge Financial Solutions, Inc.

Technology
36.2K
New
$217.22 - $246.25 $7.86M - $8.91M
36.2K $8.8M
PLD
Prologis, Inc.

Real Estate
90.3K
+ 58.17%
$89.76 - $112.34 $8.11M - $10.1M
246K $25.8M
SO
Southern CO

Utilities
91.7K
New
$84.91 - $92.56 $7.79M - $8.49M
91.7K $8.43M
FICO
Fair Isaac Corp

Technology
4.58K
New
$1503.62 - $2206.01 $6.89M - $10.1M
4.58K $8.38M
JKHY
Henry Jack & Associates Inc

Technology
46.3K
New
$163.54 - $186.02 $7.57M - $8.61M
46.3K $8.34M
OTIS
Otis Worldwide Corp

Industrials
88.2K
+ 89.35%
$90.88 - $104.3 $8.02M - $9.2M
187K $18.5M
EQIX
Equinix Inc

Real Estate
11K
+ 37.57%
$740.07 - $914.43 $8.17M - $10.1M
40.4K $32.2M
TYL
Tyler Technologies Inc

Technology
13.7K
New
$521.68 - $592.84 $7.15M - $8.12M
13.7K $8.12M
NFLX
Netflix Inc

Communication Services
1.95K
+ 14.82%
$855.86 - $1339.13 $1.67M - $2.62M
15.1K $20.3M
LNT
Alliant Energy Corp

Utilities
130K
New
$58.79 - $64.85 $7.65M - $8.43M
130K $7.86M
EMRAF
Emera Inc

Utilities
171K
New
$40.76 - $45.86 $6.98M - $7.86M
171K $7.85M
LXP
Lxp Industrial Trust

Real Estate
940K
+ 7161.96%
$7.22 - $8.85 $6.78M - $8.32M
953K $7.87M
APLE
Apple Hospitality Reit, Inc.

Real Estate
665K
+ 9947.18%
$10.66 - $12.92 $7.08M - $8.59M
671K $7.83M
INVH
Invitation Homes Inc.

Real Estate
320K
+ 22.87%
$30.53 - $35.47 $9.78M - $11.4M
1.72M $56.4M
WFC
Wells Fargo & Company

Financial Services
83.3K
+ 92.4%
$60.98 - $80.12 $5.08M - $6.67M
173K $13.9M
O
Realty Income Corp

Real Estate
129K
+ 39.16%
$52.27 - $58.52 $6.76M - $7.57M
460K $26.5M
Activity Summary
Buys All Purchases 143 New Holdings 34 Increased Positions 109 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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