KEMPEN CAPITAL MANAGEMENT N.V.

Q3 2022 13F Holdings

  • Location
    amsterdam, P7
  • Num holdings

    209

  • Value ($000)

    $2,485,322

  • Date Filed
    11/14/2022
  • Form type
    13F-HR
  • CIK
    0001367401
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
J
JBL

JABIL INC COM

COM
466313103
$89.78M
4 %

1,555,601

B
BC

BRUNSWICK CORP COM

COM
117043109
$80.00M
3 %

1,222,272

F
FSLR

FIRST SOLAR INC COM

COM
336433107
$72.94M
3 %

551,471

---

TRIPADVISOR INC COM

COM
896945201
$62.78M
3 %

2,843,479

S
STRA

STRATEGIC ED INC COM

COM
86272C103
$58.23M
2 %

948,231

W
WF2

WINTRUST FINL CORP COM

COM
97650W108
$54.50M
2 %

668,330

E
ENS

ENERSYS COM

COM
29275Y102
$54.19M
2 %

931,626

W
WFG

WEST FRASER TIMBER CO LTD COM

COM
952845105
$53.54M
2 %

535,755

E
EHC

ENCOMPASS HEALTH CORP COM

COM
29261A100
$49.72M
2 %

1,099,171

---

THERMON GROUP HLDGS INC COM

COM
88362T103
$49.03M
2 %

3,181,537

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