Holdings of Lannebo Mixfond
Lannebo Kapitalförvaltning AB ·29 declared positions · as of Mar 31, 2026
Original filing · Net assets 8.5B SEK · Ten largest lines: 53.6 % of the equity sleeve
Sector breakdown
- Financials 8.6 %
- Industrials 4.1 %
- Consumer discretionary 3.1 %
- Unattributed 84.2 %
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 15.1 %
- NO 9.6 %
- DK 6.4 %
- US 3.3 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | SE | 18 | 3.8B SEK | 65.53 % |
| 2 | FI | 3 | 886.3M SEK | 15.10 % |
| 3 | NO | 5 | 566.2M SEK | 9.65 % |
| 4 | DK | 2 | 377.6M SEK | 6.43 % |
| 5 | US | 1 | 193.2M SEK | 3.29 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Investor AB | 1,430,000 | 506.6M SEK | 5.93 % |
| 2 | Alfa Laval AB | 783,000 | 397.6M SEK | 4.65 % |
| 3 | Nordea Bank Abp | 2,210,000 | 355.9M SEK | 4.16 % |
| 4 | Bravida Holding AB | 3,272,000 | 322M SEK | 3.77 % |
| 5 | Svenska Handelsbanken AB | 2,499,596 | 307.6M SEK | 3.60 % |
| 6 | Puuilo Oyj | 2,190,263 | 302.7M SEK | 3.54 % |
| 7 | Swedbank AB | 826,927 | 263.7M SEK | 3.09 % |
| 8 | Atlas Copco AB | 1,646,097 | 238.4M SEK | 2.79 % |
| 9 | Valmet Oyj | 851,144 | 227.7M SEK | 2.66 % |
| 10 | Sagax AB | 1,300,000 | 226.2M SEK | 2.65 % |
| 11 | Inwido AB | 1,486,333 | 219.5M SEK | 2.57 % |
| 12 | H Lundbeck A/S | 3,567,528 | 209.1M SEK | 2.45 % |
| 13 | AUTOLIV INC SDR | 195,756 | 193.2M SEK | 2.26 % |
| 14 | Volvo AB | 590,000 | 180.2M SEK | 2.11 % |
| 15 | Svenska Cellulosa AB SCA | 1,580,000 | 171.9M SEK | 2.01 % |
| 16 | Novonesis Novozymes B | 300,000 | 168.6M SEK | 1.97 % |
| 17 | H & M Hennes & Mauritz AB | 925,000 | 162M SEK | 1.90 % |
| 18 | Epiroc AB | 732,755 | 146.7M SEK | 1.72 % |
| 19 | Asker Healthcare Group AB | 2,100,094 | 145.3M SEK | 1.70 % |
| 20 | DNB Bank ASA | 489,234 | 144.1M SEK | 1.69 % |
| 21 | Mowi ASA | 649,231 | 139.4M SEK | 1.63 % |
| 22 | Beijer Ref AB | 1,000,000 | 128.8M SEK | 1.51 % |
| 23 | Storebrand ASA | 750,000 | 127.8M SEK | 1.50 % |
| 24 | Indutrade AB | 574,795 | 123.2M SEK | 1.44 % |
| 25 | JM AB | 967,834 | 115.8M SEK | 1.35 % |
| 26 | Wihlborgs Fastigheter AB | 1,314,497 | 113.1M SEK | 1.32 % |
| 27 | Borregaard ASA | 566,194 | 96.8M SEK | 1.13 % |
| 28 | Verisure PLC | 798,319 | 78M SEK | 0.91 % |
| 29 | Leroy Seafood Group ASA | 1,205,650 | 58M SEK | 0.68 % |