§ 13F · FUND PROFILE
Villanova Investment Management Co LLC.
AUM · $105M (13F)Positions · 56Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | EEFT | EURONET WORLDWIDE INC | 58K | $4M | 4.1% | +18% |
| 2 | OZK | BANK OZK LITTLE ROCK ARK | 82K | $4M | 4.0% | −12% |
| 3 | VYX | NCR VOYIX CORPORATION | 468K | $4M | 3.6% | +17% |
| 4 | CARS | CARS COM INC | 322K | $4M | 3.3% | +5% |
| 5 | AXS | AXIS CAP HLDGS LTD | 29K | $3M | 3.0% | −8% |
| 6 | DFIN | DONNELLEY FINL SOLUTIONS INC | 73K | $3M | 2.9% | +51% |
| 7 | ENOV | ENOVIS CORPORATION | 135K | $3M | 2.6% | +35% |
| 8 | BCO | BRINKS CO | 29K | $3M | 2.6% | +46% |
| 9 | BWB | BRIDGEWATER BANCSHARES INC | 130K | $3M | 2.6% | ±0% |
| 10 | LEGH | LEGACY HOUSING CORP | 103K | $3M | 2.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VILLANOVA SIGNAL
AC read
Villanova Investment Management Co LLC is a Other fund managing $105 million in assets. The fund runs a portfolio of 56 positions.
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