Titelia

Holdings of Lannebo Norden

Lannebo Kapitalförvaltning AB ·33 declared positions · as of Mar 31, 2026

Original filing · Net assets 734.9M SEK · Ten largest lines: 39.4 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 3.0 %
  • Industrials 2.9 %
  • Unattributed 94.1 %

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 60.3 %
  • NO 14.0 %
  • DK 13.0 %
  • FI 10.3 %
  • US 2.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1SE19427.6M SEK60.26 %
2NO599M SEK13.95 %
3DK592.4M SEK13.03 %
4FI373M SEK10.29 %
5US117.5M SEK2.47 %

Positions

RankCompanySharesValueWeight
1Alfa Laval AB 76,74439M SEK5.30 %
2Sagax AB 168,65129.3M SEK3.99 %
3Bravida Holding AB 287,74428.3M SEK3.85 %
4Nordea Bank Abp 170,17427.4M SEK3.73 %
5NP3 Fastigheter AB 111,69727.4M SEK3.72 %
6Inwido AB 179,43426.5M SEK3.61 %
7Beijer Ref AB 204,80626.4M SEK3.59 %
8Asker Healthcare Group AB 367,77725.5M SEK3.46 %
9Vitrolife AB 266,24325.1M SEK3.41 %
10Indutrade AB 114,43524.5M SEK3.34 %
11H Lundbeck A/S 415,11024.3M SEK3.31 %
12Rejlers AB 150,04223.6M SEK3.21 %
13Puuilo Oyj 166,83423.1M SEK3.14 %
14Valmet Oyj 84,32722.6M SEK3.07 %
15SATS ASA 532,99222.3M SEK3.03 %
16Borregaard ASA 130,05922.2M SEK3.03 %
17Volati AB 271,66021.8M SEK2.96 %
18Volvo AB 70,00021.4M SEK2.91 %
19Atlas Copco AB 143,13120.7M SEK2.82 %
20Novonesis Novozymes B 36,20720.3M SEK2.77 %
21ALK-Abello A/S 67,57020.1M SEK2.73 %
22Asmodee Group AB 182,89819.4M SEK2.65 %
23Storebrand ASA 108,96518.6M SEK2.53 %
24DNB Bank ASA 62,80018.5M SEK2.52 %
25INVISIO AB 68,47917.8M SEK2.42 %
26AUTOLIV INC SDR 17,72817.5M SEK2.38 %
27Mowi ASA 81,12717.4M SEK2.37 %
28RUGVISTA GROUP 290,81016.5M SEK2.25 %
29Svenska Cellulosa AB SCA 145,26715.8M SEK2.15 %
30Swedbank AB 46,30414.8M SEK2.01 %
31Verisure PLC 146,81814.3M SEK1.95 %
32cBrain A/S 102,5559.9M SEK1.35 %
33AAK AB 30,0007.3M SEK0.99 %