Lansforsakringar Fondforvaltning AB (publ) quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Lansforsakringar Fondforvaltning AB (publ) opened 68 positions, added to 131, reduced 362, sold out of 37 and left 3 unchanged. The largest increase in value was MU (+$297,296,779); the largest decrease was NFLX (-$74,455,239).
- BRKB: Country of operation —; Class CL B NEW; Shares 2026-03-31 0; Shares 2026-06-30 312,852.
- TTE: Country of operation —; Class ACT; Shares 2026-03-31 0; Shares 2026-06-30 745,350.
- OCTV: Country of operation United States; Class ORD SHS CL B; Shares 2026-03-31 0; Shares 2026-06-30 2,736,520.
- HWM: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 150,797.
Two Form 13F-HR filings compared (SEC CIK 2059323): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 0 | 312,852 | +312,852 | $0 | $156,548,012 | +$156,548,012 |
|---|
TTE
TOTALENERGIES SE | | ACT | 0 | 745,350 | +745,350 | $0 | $57,972,353 | +$57,972,353 |
|---|
OCTV
OCTAVE INTELLIGENCE PLC | United States | ORD SHS CL B | 0 | 2,736,520 | +2,736,520 | $0 | $44,222,473 | +$44,222,473 |
|---|
HWM
HOWMET AEROSPACE INC | United States | COM | 0 | 150,797 | +150,797 | $0 | $40,543,281 | +$40,543,281 |
|---|
CW
CURTISS WRIGHT CORP | United States | COM | 0 | 36,165 | +36,165 | $0 | $27,404,390 | +$27,404,390 |
|---|
BE
BLOOM ENERGY CORP | United States | COM CL A | 0 | 82,063 | +82,063 | $0 | $24,840,470 | +$24,840,470 |
|---|
STM
STMICROELECTRONICS N V | | NY REGISTRY | 0 | 251,094 | +251,094 | $0 | $18,513,806 | +$18,513,806 |
|---|
HEI
HEICO CORP NEW | United States | COM | 0 | 45,469 | +45,469 | $0 | $16,195,603 | +$16,195,603 |
|---|
KR
KROGER CO | United States | COM | 0 | 244,768 | +244,768 | $0 | $13,591,967 | +$13,591,967 |
|---|
CRDO
CREDO TECHNOLOGY GROUP HOLDI | Cayman Islands | ORDINARY SHARES | 0 | 46,530 | +46,530 | $0 | $12,653,834 | +$12,653,834 |
|---|
FTAI
FTAI AVIATION LTD | United States | SHS | 0 | 42,863 | +42,863 | $0 | $11,595,727 | +$11,595,727 |
|---|
CCL
CARNIVAL CORP LTD | United States | COMMON SHARES | 0 | 334,520 | +334,520 | $0 | $9,557,236 | +$9,557,236 |
|---|
RVMD
REVOLUTION MEDICINES INC | United States | COM | 0 | 48,442 | +48,442 | $0 | $9,072,218 | +$9,072,218 |
|---|
CNP
CENTERPOINT ENERGY INC | United States | COM | 0 | 195,404 | +195,404 | $0 | $8,605,592 | +$8,605,592 |
|---|
CRWV
COREWEAVE INC | United States | COM CL A | 0 | 81,411 | +81,411 | $0 | $8,103,651 | +$8,103,651 |
|---|
FTI
TECHNIPFMC PLC | United Kingdom | COM | 0 | 119,691 | +119,691 | $0 | $7,935,513 | +$7,935,513 |
|---|
Q
QNITY ELECTRONICS INC | United States | COMMON STOCK | 0 | 46,995 | +46,995 | $0 | $7,674,753 | +$7,674,753 |
|---|
CASY
CASEYS GEN STORES INC | United States | COM | 0 | 9,296 | +9,296 | $0 | $7,388,368 | +$7,388,368 |
|---|
LEVI
LEVI STRAUSS & CO NEW | United States | CL A COM STK | 0 | 290,721 | +290,721 | $0 | $7,218,602 | +$7,218,602 |
|---|
TDY
TELEDYNE TECHNOLOGIES INC | United States | COM | 0 | 10,398 | +10,398 | $0 | $6,934,426 | +$6,934,426 |
|---|
B
BARRICK MNG CORP | | COM SHS | 0 | 175,552 | +175,552 | $0 | $6,452,889 | +$6,452,889 |
|---|
LYV
LIVE NATION ENTERTAINMENT IN | United States | COM | 0 | 35,200 | +35,200 | $0 | $6,445,472 | +$6,445,472 |
|---|
ASTS
AST SPACEMOBILE INC | United States | COM CL A | 0 | 71,219 | +71,219 | $0 | $6,328,520 | +$6,328,520 |
|---|
ENTG
ENTEGRIS INC | United States | COM | 0 | 34,140 | +34,140 | $0 | $6,140,420 | +$6,140,420 |
|---|
AMCR
AMCOR PLC | | COM NEW | 0 | 140,018 | +140,018 | $0 | $6,069,780 | +$6,069,780 |
|---|
DD
DUPONT DE NEMOURS INC | United States | COMMON STOCK | 0 | 44,262 | +44,262 | $0 | $6,003,698 | +$6,003,698 |
|---|
AMRZ
AMRIZE LTD | | SHS | 0 | 111,716 | +111,716 | $0 | $5,954,463 | +$5,954,463 |
|---|
SYF
SYNCHRONY FINANCIAL | United States | COM | 0 | 77,998 | +77,998 | $0 | $5,931,748 | +$5,931,748 |
|---|
MTZ
MASTEC INC | United States | COM | 0 | 13,705 | +13,705 | $0 | $5,702,102 | +$5,702,102 |
|---|
DG
DOLLAR GEN CORP | United States | COM | 0 | 49,400 | +49,400 | $0 | $5,686,434 | +$5,686,434 |
|---|
XPO
XPO INC | United States | COM | 0 | 25,681 | +25,681 | $0 | $5,272,052 | +$5,272,052 |
|---|
DGX
QUEST DIAGNOSTICS INC | United States | COM | 0 | 24,638 | +24,638 | $0 | $5,222,024 | +$5,222,024 |
|---|
MPC
MARATHON PETE CORP | United States | COM | 0 | 19,792 | +19,792 | $0 | $5,060,221 | +$5,060,221 |
|---|
CDE
COEUR MNG INC | United States | COM NEW | 0 | 309,495 | +309,495 | $0 | $5,050,958 | +$5,050,958 |
|---|
FDXF
FEDEX FGHT HLDG CO INC | United States | COMMON STOCK | 0 | 33,136 | +33,136 | $0 | $5,003,536 | +$5,003,536 |
|---|
STE
STERIS PLC | Ireland | SHS USD | 0 | 21,990 | +21,990 | $0 | $4,630,434 | +$4,630,434 |
|---|
FN
FABRINET | | SHS | 0 | 8,039 | +8,039 | $0 | $4,518,561 | +$4,518,561 |
|---|
DOW
DOW HLDGS INC | United States | COM | 0 | 161,470 | +161,470 | $0 | $4,417,819 | +$4,417,819 |
|---|
HEIA
HEICO CORP NEW | | CL A | 0 | 17,010 | +17,010 | $0 | $4,387,049 | +$4,387,049 |
|---|
L
LOEWS CORP | United States | COM | 0 | 38,038 | +38,038 | $0 | $4,306,282 | +$4,306,282 |
|---|
CF
CF INDUSTRIES HOLD | United States | COM | 0 | 34,419 | +34,419 | $0 | $3,726,201 | +$3,726,201 |
|---|
INVH
INVITATION HOMES INC | United States | COM | 0 | 121,499 | +121,499 | $0 | $3,670,485 | +$3,670,485 |
|---|
MAA
MID-AMER APT CMNTYS INC | United States | COM | 0 | 26,044 | +26,044 | $0 | $3,618,553 | +$3,618,553 |
|---|
IMO
IMPERIAL OIL LTD | | COM NEW | 0 | 31,778 | +31,778 | $0 | $3,567,199 | +$3,567,199 |
|---|
NVMI
NOVA LTD | | COM | 0 | 6,682 | +6,682 | $0 | $3,532,246 | +$3,532,246 |
|---|
FCNCA
FIRST CTZNS BANCSHARES INC D | United States | CL A | 0 | 1,697 | +1,697 | $0 | $3,531,101 | +$3,531,101 |
|---|
WPC
WP CAREY INC | United States | COM | 0 | 49,108 | +49,108 | $0 | $3,511,222 | +$3,511,222 |
|---|
PNFP
PINNACLE FINL PARTNERS INC | United States | COM | 0 | 33,815 | +33,815 | $0 | $3,411,257 | +$3,411,257 |
|---|
SUI
SUN CMNTYS INC | United States | COM | 0 | 27,752 | +27,752 | $0 | $3,327,742 | +$3,327,742 |
|---|
TIGO
MILLICOM INTL CELLULAR S A | | COM STK | 0 | 35,895 | +35,895 | $0 | $3,257,830 | +$3,257,830 |
|---|
WSO
WATSCO INC | United States | COM | 0 | 7,815 | +7,815 | $0 | $3,256,745 | +$3,256,745 |
|---|
WSE
WISE GROUP PLC | | ORD SHS CLASS A | 0 | 268,065 | +268,065 | $0 | $3,217,047 | +$3,217,047 |
|---|
COO
COOPER COS INC | United States | COM | 0 | 43,941 | +43,941 | $0 | $3,151,009 | +$3,151,009 |
|---|
DKS
DICKS SPORTING GOODS INC | United States | COM | 0 | 13,639 | +13,639 | $0 | $3,093,462 | +$3,093,462 |
|---|
QGEN
QIAGEN NV | | ORD SHARES | 0 | 79,735 | +79,735 | $0 | $3,090,359 | +$3,090,359 |
|---|
ENLT
ENLIGHT RENEWABLE ENERGY LTD | | SHS | 0 | 33,662 | +33,662 | $0 | $2,971,389 | +$2,971,389 |
|---|
MGA
MAGNA INTL INC | | COM | 0 | 43,949 | +43,949 | $0 | $2,888,940 | +$2,888,940 |
|---|
CNH
CNH INDL N V | | SHS | 0 | 243,389 | +243,389 | $0 | $2,733,258 | +$2,733,258 |
|---|
MICC
MAGNUM ICE CREAM CO NV | Netherlands | ORD SHS | 0 | 145,295 | +145,295 | $0 | $2,530,940 | +$2,530,940 |
|---|
UAL
UNITED AIRLS HLDGS INC | United States | COM | 0 | 18,279 | +18,279 | $0 | $2,485,761 | +$2,485,761 |
|---|
TRI
THOMSON REUTERS CORP | Canada | COM | 0 | 29,127 | +29,127 | $0 | $2,378,200 | +$2,378,200 |
|---|
PODD
INSULET CORP | United States | COM | 0 | 15,599 | +15,599 | $0 | $2,374,948 | +$2,374,948 |
|---|
CRCL
CIRCLE INTERNET GROUP INC | United States | COM CL A | 0 | 33,449 | +33,449 | $0 | $2,094,911 | +$2,094,911 |
|---|
EQX
EQUINOX GOLD CORP | | COM | 0 | 165,053 | +165,053 | $0 | $1,607,776 | +$1,607,776 |
|---|
CRBG
COREBRIDGE FINL INC | United States | COM | 0 | 54,001 | +54,001 | $0 | $1,546,049 | +$1,546,049 |
|---|
FOX
FOX CORP | United States | CL B COM | 0 | 30,362 | +30,362 | $0 | $1,422,156 | +$1,422,156 |
|---|
JBS
JBS N.V. | Netherlands | CL A SHS | 0 | 38,000 | +38,000 | $0 | $450,300 | +$450,300 |
|---|
AUGO
AURA MINERALS INC | British Virgin Islands | SHS NEW | 0 | 5,000 | +5,000 | $0 | $314,750 | +$314,750 |
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