VLKIM
GMS

Van Lanschot Kempen Investment Management’s GMS Inc GMS Stock Holding History

Van Lanschot Kempen Investment Management’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-107,090
Closed -$11.6M – 248
2025
Q2 		$11.6M Sell
107,090
-322,358
-75% -$24.9M 0.11% 141
2025
Q1 		$31.4M Sell
429,448
-166,996
-28% -$13.3M 0.33% 72
2024
Q4 		$50.6M Buy
596,444
+19,833
+3% +$1.86M 0.5% 52
2024
Q3 		$52.2M Buy
576,611
+271,424
+89% +$24M 0.53% 52
2024
Q2 		$24.6M Buy
+305,187
New +$28.2M 0.28% 87

Other funds holding GMS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Van Lanschot Kempen Investment Management's GMS Position: Q3 2025 in Review

Van Lanschot Kempen Investment Management sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 107,090 shares — an estimated $11.6M sold.

Van Lanschot Kempen Investment Management first reported a position in GMS in Q2 2024 and held it in 5 quarters. The position peaked at $52.2M in Q3 2024. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.

  • Van Lanschot Kempen Investment Management reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
  • Van Lanschot Kempen Investment Management sold 107,090 GMS Inc shares in Q3 2025, an estimated $11.6M.
  • Van Lanschot Kempen Investment Management first reported a position in GMS Inc in Q2 2024 and held it in 5 quarters.
  • Van Lanschot Kempen Investment Management's GMS Inc position peaked at $52.2M in Q3 2024.
  • 3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.