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Livforsakringsbolaget Skandia, Omsesidigt

Q3 2022 Holdings

Filed 2022-11-14 | 740 holdings | $116.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Atmos energy corp(ATO)COM049560105$101000.0%
Burlington stores inc(BURL)COM122017106$111000.0%
Kraft heinz co(KHC)COM500754106$113160.0%
Markel corp(MKL)CL A570535104$11100.0%
Iron mountain inc(IRM)COM46284V101$112610.0%
Newell brands inc(NWL)COM651229106$118120.0%
Stanley black & decker inc(SWK)COM854502101$111520.0%
Ceridian hcm holding inc(DAY)COM15677J108$112000.0%
Regency centers corp(REG)COM758849103$112000.0%
Duke realty corp(DREUSD)COM264411505$122400.0%
Brown & brown inc(BRO)COM115236101$122000.0%
Cboe global markets inc(CBOE)COM12503M108$121000.0%
Lyft inc(LYFT)CL A COM55087P104$129000.0%
Old dominion freight line(ODFL)COM679580100$12500.0%
Molson coors beverage co(TAP)CL B60871R209$122420.0%
Lear corp(LEA)CL A521865204$121000.0%
Mgm resorts international(MGM)COM552953101$124070.0%
Hunt (jb) transprt svcs inc(JBHT)COM445658107$13830.0%
Mohawk industries inc(MHK)CL B608190104$131400.0%
Las vegas sands corp(LVS)COM NEW517834107$133580.0%
Medical properties trust inc(MPT)COM58463J304$131,1000.0%
Expedia group inc(EXPE)COM30212P303$131370.0%
Vulcan materials co(VMC)COM929160109$13830.0%
Whirlpool corp(WHR)COM963320106$13960.0%
Snap inc(SNAP)COM83304A106$131,3000.0%
Bill.com holdings inc(BILL)COM090043100$131000.0%
Twilio inc(TWLO)CL A90138F102$142000.0%
Davita inc(DVA)COM NEW23918K108$141690.0%
Steel dynamics inc(STLD)COM858119100$142000.0%
Broadridge financial solutio(BR)COM11133T103$141000.0%
Sun communities inc(SUI)COM866674104$141000.0%
Waters corp(WAT)COM941848103$14510.0%
Splunk inc(SPLKCHF)CL A848637104$152000.0%
Vici properties inc(VICI)COM925652109$155000.0%
Wec energy group inc(WEC)COM92939U106$151650.0%
Western union co(WU)COM959802109$151,1450.0%
Zendesk incCOM98936J101$152000.0%
Paramount global(0VVB)COM92556H206$157910.0%
Live nation entertainment in(LYV)COM538034109$152000.0%
Palantir technologies inc(PLTR)CL A69608A108$151,9000.0%
Expeditors intl wash inc(EXPD)COM NEW302130109$151720.0%
Liberty broadband(LBRDK)COM SER C FRMLA530307305$152000.0%
Plug power inc(PLUG)COM NEW72919P202$157000.0%
Pinterest inc(PINS)COM72352L106$167000.0%
P g & e corp(PCG)COM69331C108$161,3000.0%
Viatris inc(VTRS)CL A92556V106$161,8330.0%
Carmax inc(KMX)COM143130102$162390.0%
Yum! brands inc(YUM)COM988498101$161470.0%
Docusign inc(DOCU)COM256163106$163000.0%
Zscaler inc(ZS)COM98980G102$161000.0%
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