Holdings of Lannebo Marknad Europa
Lannebo Kapitalförvaltning AB ·351 declared positions · as of Mar 31, 2026
Original filing · Net assets 1.9B SEK · Ten largest lines: 22.9 % of the equity sleeve
Sector breakdown
- Financials 19.1 %
- Health care 11.6 %
- Industrials 10.2 %
- Technology 8.7 %
- Consumer staples 6.0 %
- Utilities 4.0 %
- Materials 3.3 %
- Consumer discretionary 3.1 %
- Communication 2.8 %
- Funds 0.2 %
- Unattributed 30.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- SEK 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- GB 19.3 %
- CH 15.8 %
- DE 15.4 %
- FR 13.7 %
- NL 9.4 %
- ES 6.1 %
- SE 5.4 %
- IT 5.1 %
- DK 2.8 %
- FI 1.9 %
- BE 1.4 %
- US 1.0 %
- Other countries 2.7 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | GB | 56 | 364.8M SEK | 19.30 % |
| 2 | CH | 40 | 298.4M SEK | 15.78 % |
| 3 | DE | 49 | 291.8M SEK | 15.44 % |
| 4 | FR | 42 | 259.7M SEK | 13.74 % |
| 5 | NL | 26 | 177.8M SEK | 9.40 % |
| 6 | ES | 16 | 114.7M SEK | 6.07 % |
| 7 | SE | 39 | 101.6M SEK | 5.37 % |
| 8 | IT | 20 | 95.8M SEK | 5.07 % |
| 9 | DK | 14 | 53.3M SEK | 2.82 % |
| 10 | FI | 11 | 35.8M SEK | 1.90 % |
| 11 | BE | 11 | 25.9M SEK | 1.37 % |
| 12 | US | 3 | 19.1M SEK | 1.01 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 301 | Banque Cantonale Vaudoise | 600 | 917.6K SEK | 0.05 % |
| 302 | Indra Sistemas SA | 1,700 | 881.5K SEK | 0.05 % |
| 303 | Ayvens SA | 8,000 | 879.8K SEK | 0.05 % |
| 304 | Talanx AG | 750 | 869.3K SEK | 0.05 % |
| 305 | Renault SA | 2,700 | 860K SEK | 0.04 % |
| 306 | Nemetschek SE | 1,200 | 839K SEK | 0.04 % |
| 307 | Raiffeisen Bank International AG | 2,100 | 838.1K SEK | 0.04 % |
| 308 | Industrivarden AB | 1,800 | 833.4K SEK | 0.04 % |
| 309 | Sodexo SA | 1,700 | 822.9K SEK | 0.04 % |
| 310 | EXOR NV | 1,100 | 792.6K SEK | 0.04 % |
| 311 | Sofina SA | 342 | 780.8K SEK | 0.04 % |
| 312 | Bayerische Motoren Werke Aktiengesellschaft | 900 | 769K SEK | 0.04 % |
| 313 | Sagax AB | 4,400 | 765.6K SEK | 0.04 % |
| 314 | Lifco AB | 2,700 | 760.9K SEK | 0.04 % |
| 315 | Syensqo SA | 1,400 | 760.3K SEK | 0.04 % |
| 316 | Barry Callebaut AG | 45 | 738.9K SEK | 0.04 % |
| 317 | Aeroports de Paris SA | 640 | 734.8K SEK | 0.04 % |
| 318 | Swatch Group AG/The | 350 | 719.9K SEK | 0.04 % |
| 319 | D'ieteren Group | 407 | 706.7K SEK | 0.04 % |
| 320 | Recordati Industria Chimica e Farmaceutica SpA | 1,300 | 699.8K SEK | 0.04 % |
| 321 | Fastighets AB Balder | 12,000 | 661.7K SEK | 0.03 % |
| 322 | BKW AG | 350 | 648.1K SEK | 0.03 % |
| 323 | Industrivarden AB | 1,380 | 642K SEK | 0.03 % |
| 324 | Scout24 SE | 875 | 633.9K SEK | 0.03 % |
| 325 | BioMerieux | 626 | 630.8K SEK | 0.03 % |
| 326 | Mapfre SA | 15,000 | 627.9K SEK | 0.03 % |
| 327 | Covivio SA/France | 1,116 | 627.8K SEK | 0.03 % |
| 328 | EMS-Chemie Holding AG | 85 | 627.3K SEK | 0.03 % |
| 329 | International Consolidated Airlines Group SA | 14,000 | 617.7K SEK | 0.03 % |
| 330 | Porsche Automobil Holding SE | 1,800 | 613.7K SEK | 0.03 % |
| 331 | Barratt Redrow PLC | 18,686 | 611K SEK | 0.03 % |
| 332 | Gecina SA | 808 | 601.3K SEK | 0.03 % |
| 333 | Randstad NV | 2,322 | 568.6K SEK | 0.03 % |
| 334 | Verisure PLC | 5,800 | 566.5K SEK | 0.03 % |
| 335 | Financiere de Tubize SA | 240 | 558.5K SEK | 0.03 % |
| 336 | Deutsche Lufthansa AG | 7,000 | 552.9K SEK | 0.03 % |
| 337 | Dr. Ing. h.c. F. Porsche Aktiengesellschaft | 1,300 | 552.6K SEK | 0.03 % |
| 338 | CTS Eventim AG & Co KGaA | 1,000 | 545.1K SEK | 0.03 % |
| 339 | Lotus Bakeries NV | 5 | 534.5K SEK | 0.03 % |
| 340 | Demant A/S | 1,800 | 512.7K SEK | 0.03 % |
| 341 | Salmar ASA | 900 | 497.3K SEK | 0.03 % |
| 342 | L E Lundbergforetagen AB | 900 | 478.8K SEK | 0.03 % |
| 343 | JD Sports Fashion PLC | 49,000 | 434.9K SEK | 0.02 % |
| 344 | CVC Capital Partners PLC | 3,500 | 428.3K SEK | 0.02 % |
| 345 | Buzzi SpA | 900 | 425.6K SEK | 0.02 % |
| 346 | ROCKWOOL A/S | 1,600 | 413.9K SEK | 0.02 % |
| 347 | Rational AG | 60 | 409.6K SEK | 0.02 % |
| 348 | Holmen AB | 1,200 | 404.4K SEK | 0.02 % |
| 349 | Delivery Hero SE | 2,200 | 373.1K SEK | 0.02 % |
| 350 | Investment AB Latour | 1,800 | 362K SEK | 0.02 % |
| 351 | Grifols SA | 3,300 | 324.4K SEK | 0.02 % |