Holdings of Lannebo Mixfond Offensiv
Lannebo Kapitalförvaltning AB ·29 declared positions · as of Mar 31, 2026
Original filing · Net assets 1.6B SEK · Ten largest lines: 53.7 % of the equity sleeve
Sector breakdown
- Financials 8.5 %
- Industrials 4.2 %
- Consumer discretionary 2.9 %
- Unattributed 84.4 %
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
- SE 65.5 %
- FI 15.2 %
- NO 9.6 %
- DK 6.5 %
- US 3.3 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| SE | 18 | 870.6M SEK | 65.53 % |
| FI | 3 | 201.3M SEK | 15.15 % |
| NO | 5 | 127M SEK | 9.56 % |
| DK | 2 | 85.8M SEK | 6.46 % |
| US | 1 | 43.9M SEK | 3.30 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Investor AB | 320,000 | 113.4M SEK | 7.11 % |
| Alfa Laval AB | 179,000 | 90.9M SEK | 5.70 % |
| Nordea Bank Abp | 497,000 | 80M SEK | 5.02 % |
| Bravida Holding AB | 738,044 | 72.6M SEK | 4.56 % |
| Svenska Handelsbanken AB | 565,806 | 69.6M SEK | 4.37 % |
| Puuilo Oyj | 500,440 | 69.2M SEK | 4.34 % |
| Swedbank AB | 184,283 | 58.8M SEK | 3.69 % |
| Atlas Copco AB | 381,273 | 55.2M SEK | 3.46 % |
| Sagax AB | 300,000 | 52.2M SEK | 3.27 % |
| Valmet Oyj | 194,795 | 52.1M SEK | 3.27 % |
| Inwido AB | 344,722 | 50.9M SEK | 3.19 % |
| H Lundbeck A/S | 801,707 | 47M SEK | 2.95 % |
| AUTOLIV INC SDR | 44,445 | 43.9M SEK | 2.75 % |
| Volvo AB | 128,000 | 39.1M SEK | 2.45 % |
| Novonesis Novozymes B | 69,000 | 38.8M SEK | 2.43 % |
| Svenska Cellulosa AB SCA | 355,000 | 38.6M SEK | 2.42 % |
| H & M Hennes & Mauritz AB | 205,000 | 35.9M SEK | 2.25 % |
| DNB Bank ASA | 113,018 | 33.3M SEK | 2.09 % |
| Epiroc AB | 166,116 | 33.3M SEK | 2.09 % |
| Asker Healthcare Group AB | 471,867 | 32.7M SEK | 2.05 % |
| Mowi ASA | 140,769 | 30.2M SEK | 1.90 % |
| Beijer Ref AB | 230,500 | 29.7M SEK | 1.86 % |
| Storebrand ASA | 170,000 | 29M SEK | 1.82 % |
| Indutrade AB | 129,856 | 27.8M SEK | 1.75 % |
| Wihlborgs Fastigheter AB | 309,158 | 26.6M SEK | 1.67 % |
| JM AB | 221,828 | 26.5M SEK | 1.66 % |
| Borregaard ASA | 123,200 | 21.1M SEK | 1.32 % |
| Verisure PLC | 171,535 | 16.8M SEK | 1.05 % |
| Leroy Seafood Group ASA | 278,649 | 13.4M SEK | 0.84 % |