VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Position in LXFR — Luxfer Holdings PLC
CIK 1367401
AMSTERDAM, P7
Position in LXFR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,688,848
-$3,669,713 QoQ
Shares Held
795,472
-19.4% QoQ
Ownership
2.97%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 64.89317034414788.ToString("F0")%
Shared 0.ToString("F0")%
None 35.106829655852124.ToString("F0")%
Common Shares in LXFR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. holds $153,584,455 across 11 Specialty Industrial Machinery names. LXFR ranks #8 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THR |
Thermon Group Holdings, Inc.
|
516,471 | $26,030,138 | |
| 2 | GEV |
GE Vernova Inc.
|
29,126 | $25,424,085 | |
| 3 | ATS |
ATS Corp /ATS
|
863,486 | $24,350,305 | |
| 4 | TNC |
Tennant Co
|
223,069 | $14,811,781 | |
| 5 | OTIS |
Otis Worldwide Corp
|
168,198 | $12,964,701 | |
| 6 | PH |
Parker-Hannifin Corp
|
13,285 | $11,893,263 | |
| 7 | ETN |
Eaton Corp plc
|
30,956 | $11,072,032 | |
| 8 | LXFR |
Luxfer Holdings PLC
This page
|
795,472 | $9,688,848 |
All Filings in LXFR
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,688,848 | 795,472 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,358,561 | 987,329 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,221,579 | 1,310,905 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,964,618 | 1,310,724 | Shares | Sole | 2025-08-07 | |
| 2025-06-30 | $15,964,618 | 1,310,724 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $16,177,075 | 1,364,003 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $24,685,357 | 1,885,818 | Shares | Sole | 2025-02-13 | |
| 2024-12-31 | $24,685,357 | 1,885,818 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $32,505,782 | 2,510,099 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,080,755 | 2,595,406 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $27,256,342 | 2,628,384 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $20,996,340 | 2,348,584 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,491,848 | 1,876,770 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $26,356,578 | 1,852,184 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $32,657,323 | 1,932,386 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $26,982,053 | 1,966,622 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $28,449,275 | 1,962,019 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $30,299,890 | 2,003,961 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $33,666,544 | 2,003,961 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $38,611,812 | 1,999,576 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $38,685,704 | 1,970,744 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $42,309,331 | 1,901,543 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $38,872,793 | 1,826,729 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $26,664,815 | 1,623,923 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $16,122,370 | 1,284,651 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $13,390,682 | 946,338 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $13,169,034 | 931,332 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||