Holdings of Lannebo Strategic Industries
Lannebo Kapitalförvaltning AB ·37 declared positions · as of Mar 31, 2026
Original filing · Net assets 48.6M SEK · Ten largest lines: 33.4 % of the equity sleeve
Sector breakdown
- Health care 9.4 %
- Financials 9.1 %
- Industrials 8.6 %
- Technology 3.9 %
- Unattributed 69.0 %
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
- FR 22.4 %
- SE 13.2 %
- FI 13.0 %
- GB 10.2 %
- DE 7.6 %
- AT 7.1 %
- CH 6.1 %
- IT 5.1 %
- NL 4.9 %
- NO 4.3 %
- DK 3.1 %
- BE 2.9 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| FR | 8 | 10.6M SEK | 22.39 % |
| SE | 5 | 6.3M SEK | 13.22 % |
| FI | 4 | 6.2M SEK | 13.01 % |
| GB | 4 | 4.8M SEK | 10.21 % |
| DE | 3 | 3.6M SEK | 7.58 % |
| AT | 3 | 3.4M SEK | 7.13 % |
| CH | 2 | 2.9M SEK | 6.06 % |
| IT | 2 | 2.4M SEK | 5.09 % |
| NL | 2 | 2.3M SEK | 4.88 % |
| NO | 2 | 2.1M SEK | 4.34 % |
| DK | 1 | 1.5M SEK | 3.14 % |
| BE | 1 | 1.4M SEK | 2.94 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| UPM-Kymmene Oyj | 6,712 | 2M SEK | 4.06 % |
| Stora Enso Oyj | 17,450 | 1.9M SEK | 3.96 % |
| Sanofi SA | 1,676 | 1.5M SEK | 3.13 % |
| AXA SA | 3,509 | 1.5M SEK | 3.11 % |
| AstraZeneca PLC | 813 | 1.5M SEK | 3.09 % |
| BNP Paribas SA | 1,686 | 1.5M SEK | 3.08 % |
| ROCKWOOL A/S | 5,750 | 1.5M SEK | 3.06 % |
| Thales SA | 536 | 1.5M SEK | 3.05 % |
| Leonardo SpA | 2,294 | 1.5M SEK | 3.01 % |
| Siegfried Holding AG | 1,632 | 1.5M SEK | 2.98 % |
| Skanska AB | 5,700 | 1.4M SEK | 2.96 % |
| BAWAG Group AG | 1,010 | 1.4M SEK | 2.95 % |
| Telefonaktiebolaget LM Ericsson | 13,358 | 1.4M SEK | 2.92 % |
| SSAB AB | 19,324 | 1.4M SEK | 2.92 % |
| Roche Holding AG | 379 | 1.4M SEK | 2.91 % |
| BAE Systems PLC | 5,073 | 1.4M SEK | 2.88 % |
| Solvay SA | 4,794 | 1.4M SEK | 2.86 % |
| Airbus SE | 768 | 1.4M SEK | 2.79 % |
| Nordea Bank Abp | 8,397 | 1.4M SEK | 2.78 % |
| Aurubis AG | 819 | 1.3M SEK | 2.77 % |
| Safran SA | 431 | 1.3M SEK | 2.72 % |
| Deutsche Boerse AG | 467 | 1.3M SEK | 2.65 % |
| Euronext NV | 845 | 1.3M SEK | 2.64 % |
| Kitron ASA | 11,419 | 1M SEK | 2.15 % |
| Theon International PLC | 3,021 | 1M SEK | 2.11 % |
| Boliden AB | 2,083 | 1M SEK | 2.08 % |
| Borregaard ASA | 5,903 | 1M SEK | 2.08 % |
| DiscoverIE Group PLC | 14,471 | 978K SEK | 2.01 % |
| Porr Ag | 2,470 | 970.6K SEK | 2.00 % |
| Nexans SA | 769 | 969.8K SEK | 1.99 % |
| Vienna Insurance Group AG Wiener Versicherung Gruppe | 1,433 | 965.7K SEK | 1.99 % |
| Swedbank AB | 3,027 | 965.3K SEK | 1.99 % |
| Infineon Technologies AG | 2,283 | 952.2K SEK | 1.96 % |
| Kier Group PLC | 39,765 | 952.1K SEK | 1.96 % |
| Buzzi SpA | 2,000 | 945.7K SEK | 1.94 % |
| Arkema SA | 1,456 | 931.7K SEK | 1.92 % |
| Nokia Oyj | 12,100 | 902.6K SEK | 1.86 % |