Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EULAV Asset Management (CIK 1540826) reported $3.12B across 133 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WCN ($96.0M, 3.07%), CACI ($95.8M, 3.07%), CASY ($95.4M, 3.05%), WWD ($91.3M, 2.92%), HEI ($88.5M, 2.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WCN | WASTE CONNECTIONS INC | $96.0M | 3.07% | 590,713 | Hold |
| 2 | CACI | CACI INTL INC | $95.8M | 3.07% | 176,203 | Trimmed |
| 3 | CASY | CASEYS GEN STORES INC | $95.4M | 3.05% | 131,049 | Trimmed |
| 4 | WWD | WOODWARD INC | $91.3M | 2.92% | 255,011 | Added |
| 5 | HEI | HEICO CORP NEW | $88.5M | 2.83% | 322,697 | Trimmed |
| 6 | MSCI | MSCI INC | $85.7M | 2.74% | 158,984 | Trimmed |
| 7 | WRB | BERKLEY W R CORP | $81.6M | 2.61% | 1.2M | Trimmed |
| 8 | TDY | TELEDYNE TECHNOLOGIES INC | $75.0M | 2.40% | 123,900 | Added |
| 9 | TYL | TYLER TECHNOLOGIES INC | $70.6M | 2.26% | 206,082 | Trimmed |
| 10 | CDNS | CADENCE DESIGN SYSTEM INC | $67.9M | 2.17% | 244,300 | Trimmed |
| 11 | MPWR | MONOLITHIC PWR SYS INC | $64.2M | 2.05% | 58,677 | Trimmed |
| 12 | LII | LENNOX INTL INC | $62.8M | 2.01% | 135,300 | Trimmed |
| 13 | RBC | RBC BEARINGS INC | $61.2M | 1.96% | 112,600 | Added |
| 14 | MSI | MOTOROLA SOLUTIONS INC | $60.8M | 1.95% | 140,100 | Trimmed |
| 15 | CTAS | CINTAS CORP | $59.5M | 1.90% | 351,635 | Trimmed |
| 16 | RSG | REPUBLIC SVCS INC | $56.6M | 1.81% | 258,603 | Trimmed |
| 17 | AZO | AUTOZONE INC | $54.7M | 1.75% | 16,200 | Added |
| 18 | FIX | COMFORT SYS USA INC | $51.2M | 1.64% | 37,108 | Trimmed |
| 19 | ROP | ROPER TECHNOLOGIES INC | $48.0M | 1.54% | 135,669 | Hold |
| 20 | AFG | AMERICAN FINANCIAL GROUP INC | $46.6M | 1.49% | 364,692 | Trimmed |
| 21 | NVDA | NVIDIA CORPORATION | $44.7M | 1.43% | 256,171 | Trimmed |
| 22 | NOW | SERVICENOW INC | $42.5M | 1.36% | 406,320 | Added |
| 23 | ENSG | ENSIGN GROUP INC | $37.8M | 1.21% | 187,800 | Added |
| 24 | GOOGL | ALPHABET INC | $37.4M | 1.20% | 130,000 | Trimmed |
| 25 | WTS | WATTS WATER TECHNOLOGIES INC | $37.4M | 1.20% | 128,866 | Added |
Source: SEC Form 13F filings · as of 2026-03-31