Kempen Capital Management N V

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$108.29M17.92257,520-33.25%-$53.95M1.35
Thermon Group Holdings, Inc.
THR
$73.46M6.662.25M0%+$00.91
Strategic Education, Inc.
STRA
$52.67M2.06505,872+7.09%+$3.49M0.66
Mueller Water Products, Inc.
MWA
$48.85M1.953.04M-5.92%-$3.07M0.61
Tripadvisor, Inc.
TRIP
$60.72M1.572.18M+2.93%+$1.73M0.76
Brunswick Corporation
BC
$101.16M1.551.05M+6.75%+$6.39M1.26
Teradata Corporation
TDC
$51.31M1.371.33M-2.16%-$1.13M0.64
Mohawk Industries, Inc.
MHK
$78.54M0.94600,064+15.39%+$10.48M0.98
Wintrust Financial Corporation
WTFC
$57.01M0.88546,137+47.63%+$18.39M0.71
Crocs, Inc.
CROX
$70.28M0.81488,742New+$70.28M0.87
CarMax, Inc.
KMX
$105.26M0.771.21M+6.46%+$6.39M1.31
West Fraser Timber Co. Ltd.
WFG
$70.29M0.74600,963+3.87%+$2.62M0.88
Gentex Corporation
GNTX
$58.67M0.71.62M+6.14%+$3.39M0.73
Encompass Health Corporation
EHC
$50.61M0.61612,9030%+$00.63
Healthpeak Properties, Inc.
DOC
$77.19M0.594.12M+401.83%+$61.81M0.96
Markel Corporation
MKL
$112.42M0.5773,8900%+$01.4
PTC Inc.
PTC
$128.32M0.57679,132+1.81%+$2.28M1.6
Jabil Inc.
JBL
$64.59M0.4482,210-8.54%-$6.03M0.8
KKR & Co. Inc.
KKR
$350.75M0.393.49M0%+$04.36
RenaissanceRe Holdings Ltd.
RNR
$47.48M0.38202,013+9.43%+$4.09M0.59
Avantor, Inc.
AVTR
$63.57M0.372.49M+32.01%+$15.41M0.79
First Solar, Inc.
FSLR
$65.99M0.37390,959+11.7%+$6.91M0.82
NXP Semiconductors N.V.
NXPI
$210.66M0.33850,237+9.72%+$18.67M2.62
Booking Holdings Inc.
BKNG
$227.36M0.1962,669+11.6%+$23.63M2.83
Sysco Corporation
SYY
$52.18M0.13642,726-1.08%-$568,909.440.65
Citigroup Inc.
C
$148.94M0.122.36M+4.47%+$6.37M1.85
Medtronic plc
MDT
$130.48M0.111.5M+7.29%+$8.86M1.62
Analog Devices, Inc.
ADI
$96.95M0.1490,143+1.96%+$1.86M1.21
Merck & Co., Inc.
MRK
$229.03M0.071.74M+0.42%+$955,977.752.85
Marsh & McLennan Companies, Inc.
MMC
$55.77M0.06270,738+2.28%+$1.24M0.69
Danaher Corporation
DHR
$96.64M0.05386,983+13.12%+$11.21M1.2
Thermo Fisher Scientific Inc.
TMO
$107.02M0.05184,140+14.01%+$13.15M1.33
Applied Materials, Inc.
AMAT
$81.98M0.05397,523-17.74%-$17.68M1.02
S&P Global Inc.
SPGI
$55.45M0.04130,333+3.44%+$1.84M0.69
BlackRock, Inc.
BLK
$50.74M0.0460,859+0.07%+$36,682.800.63
NIKE, Inc.
NKE
$55.97M0.04595,572+4.8%+$2.57M0.7
Texas Instruments Incorporated
TXN
$62.33M0.04357,789+3.15%+$1.9M0.78
Johnson & Johnson
JNJ
$115.94M0.03732,915+2.2%+$2.49M1.44
Salesforce, Inc.
CRM
$77.17M0.03256,238+3.07%+$2.3M0.96
Visa Inc.
V
$139.48M0.03499,794+7.84%+$10.15M1.74
Alphabet Inc.
GOOGL
$440.6M0.022.92M+5.17%+$21.65M5.48
Meta Platforms, Inc.
META
$229.77M0.02473,196+2.45%+$5.49M2.86
Microsoft Corporation
MSFT
$534.31M0.021.27M-2.49%-$13.62M6.65
Taiwan Semiconductor Manufacturing Company Limited
TSM
$106.77M0.02784,785+0.08%+$89,793.001.33
The Home Depot, Inc.
HD
$49.77M0.01129,754+2.24%+$1.09M0.62
Mastercard Incorporated
MA
$57.43M0.01119,256+5%+$2.73M0.72
Berkshire Hathaway Inc
BRK.A
$82.48M0.01130-6.47%-$5.71M1.03
Amazon.com, Inc.
AMZN
$147.05M0.01815,209+23.49%+$27.97M1.83
NVIDIA Corporation
NVDA
$121.36M0.01134,308+8.63%+$9.64M1.51
Apple Inc.
AAPL
$52.54M<0.01306,371+22.97%+$9.81M0.65