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.
Villanova Investment Management Co LLC (CIK 1872130) reported $97.6M across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NATL ($4.6M, 4.70%), OZK ($4.2M, 4.34%), EEFT ($3.3M, 3.37%), AXS ($3.2M, 3.32%), NGVT ($2.5M, 2.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NATL | NCR ATLEOS CORPORATION | $4.6M | 4.70% | 105,263 | Trimmed |
| 2 | OZK | BANK OZK LITTLE ROCK ARK | $4.2M | 4.34% | 92,256 | Trimmed |
| 3 | EEFT | EURONET WORLDWIDE INC | $3.3M | 3.37% | 49,624 | Trimmed |
| 4 | AXS | AXIS CAP HLDGS LTD | $3.2M | 3.32% | 31,957 | Trimmed |
| 5 | NGVT | INGEVITY CORP | $2.5M | 2.61% | 35,766 | Trimmed |
| 6 | VYX | NCR VOYIX CORPORATION | $2.5M | 2.60% | 400,330 | Added |
| 7 | CARS | CARS COM INC | $2.5M | 2.54% | 305,256 | Trimmed |
| 8 | BWB | BRIDGEWATER BANCSHARES INC | $2.3M | 2.35% | 129,787 | Trimmed |
| 9 | ENOV | ENOVIS CORPORATION | $2.3M | 2.33% | 99,892 | New |
| 10 | DFIN | DONNELLEY FINL SOLUTIONS INC | $2.3M | 2.33% | 48,287 | Trimmed |
| 11 | HOMB | HOME BANCSHARES INC | $2.2M | 2.30% | 83,183 | Trimmed |
| 12 | CNMD | CONMED CORP | $2.2M | 2.27% | 62,781 | Trimmed |
| 13 | CNR | CORE NATURAL RESOURCES INC | $2.2M | 2.23% | 20,818 | Trimmed |
| 14 | KOP | KOPPERS HOLDINGS INC | $2.2M | 2.21% | 55,835 | Trimmed |
| 15 | LEGH | LEGACY HOUSING CORP | $2.1M | 2.16% | 103,163 | Trimmed |
| 16 | BCO | BRINKS CO | $2.1M | 2.13% | 20,015 | Trimmed |
| 17 | SMPL | SIMPLY GOOD FOODS CO | $2.0M | 2.08% | 141,483 | Added |
| 18 | VC | VISTEON CORP | $2.0M | 2.05% | 21,941 | Trimmed |
| 19 | IWN | ISHARES TR | $2.0M | 2.01% | 10,338 | New |
| 20 | NX | QUANEX BLDG PRODS CORP | $1.9M | 1.90% | 102,960 | Trimmed |
| 21 | ALSN | ALLISON TRANSMISSION HLDGS I | $1.8M | 1.89% | 15,717 | Trimmed |
| 22 | ASO | ACADEMY SPORTS & OUTDOORS IN | $1.8M | 1.86% | 32,074 | Trimmed |
| 23 | SUPN | SUPERNUS PHARMACEUTICALS | $1.8M | 1.85% | 34,934 | Trimmed |
| 24 | PINNACLE FINL PARTNERS INC | $1.8M | 1.83% | 20,721 | New | |
| 25 | INT | WORLD KINECT CORPORATION | $1.8M | 1.83% | 77,544 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31