§ 13F · FUND PROFILE
EULAV Asset Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.3B (13F)Positions · 154Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$54M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | WCN | WASTE CONNECTIONS INC | 591K | $96M | 3.1% | ±0% |
| 2 | CACI | CACI INTL INC | 176K | $96M | 3.1% | ±0% |
| 3 | CASY | CASEYS GEN STORES INC | 131K | $95M | 3.1% | −25% |
| 4 | WWD | WOODWARD INC | 255K | $91M | 2.9% | +47% |
| 5 | HEI | HEICO CORP NEW | 323K | $88M | 2.8% | −3% |
| 6 | MSCI | MSCI INC | 159K | $86M | 2.7% | −15% |
| 7 | WRB | BERKLEY W R CORP | 1.23M | $82M | 2.6% | −5% |
| 8 | TDY | TELEDYNE TECHNOLOGIES INC | 124K | $75M | 2.4% | +16% |
| 9 | TYL | TYLER TECHNOLOGIES INC | 206K | $71M | 2.3% | −17% |
| 10 | CDNS | CADENCE DESIGN SYSTEM INC | 244K | $68M | 2.2% | −16% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EULAV SIGNAL
AC read
EULAV Asset Management is a Other fund managing $4.3 billion in assets. The fund runs a portfolio of 154 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed