EULAV Asset Management

Est. AUM

$3.12B

13F long equity, this entity only

Positions

133

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WASTE CONNECTIONS INC	COM	$96.0M	590713	3.07%	SOLE
2	CACI INTL INC	CL A	$95.8M	176203	3.07%	SOLE
3	CASEYS GEN STORES INC	COM	$95.4M	131049	3.05%	SOLE
4	WOODWARD INC	COM	$91.3M	255011	2.92%	SOLE
5	HEICO CORP NEW	COM	$88.5M	322697	2.83%	SOLE
6	MSCI INC	COM	$85.7M	158984	2.74%	SOLE
7	BERKLEY W R CORP	COM	$81.6M	1230464	2.61%	SOLE
8	TELEDYNE TECHNOLOGIES INC	COM	$75.0M	123900	2.40%	SOLE
9	TYLER TECHNOLOGIES INC	COM	$70.6M	206082	2.26%	SOLE
10	CADENCE DESIGN SYSTEM INC	COM	$67.9M	244300	2.17%	SOLE
11	MONOLITHIC PWR SYS INC	COM	$64.2M	58677	2.05%	SOLE
12	LENNOX INTL INC	COM	$62.8M	135300	2.01%	SOLE
13	RBC BEARINGS INC	COM	$61.2M	112600	1.96%	SOLE
14	MOTOROLA SOLUTIONS INC	COM NEW	$60.8M	140100	1.95%	SOLE
15	CINTAS CORP	COM	$59.5M	351635	1.90%	SOLE
16	REPUBLIC SVCS INC	COM	$56.6M	258603	1.81%	SOLE
17	AUTOZONE INC	COM	$54.7M	16200	1.75%	SOLE
18	COMFORT SYS USA INC	COM	$51.2M	37108	1.64%	SOLE
19	ROPER TECHNOLOGIES INC	COM	$48.0M	135669	1.54%	SOLE
20	AMERICAN FINANCIAL GROUP INC	COM	$46.6M	364692	1.49%	SOLE
21	NVIDIA CORPORATION	COM	$44.7M	256171	1.43%	SOLE
22	SERVICENOW INC	COM	$42.5M	406320	1.36%	SOLE
23	ENSIGN GROUP INC	COM	$37.8M	187800	1.21%	SOLE
24	META PLATFORMS INC	CL A	$37.5M	65505	1.20%	SOLE
25	WATTS WATER TECHNOLOGIES INC	CL A	$37.4M	128866	1.20%	SOLE
26	ALPHABET INC	CAP STK CL A	$37.4M	130000	1.20%	SOLE
27	ADVANCED MICRO DEVICES INC	COM	$35.4M	174010	1.13%	SOLE
28	APPLIED INDL TECHNOLOGIES IN	COM	$35.2M	132740	1.13%	SOLE
29	AMAZON COM INC	COM	$29.6M	142000	0.95%	SOLE
30	BROADCOM INC	COM	$29.4M	95066	0.94%	SOLE
31	SPX TECHNOLOGIES INC	COM	$29.2M	145900	0.93%	SOLE
32	BROWN & BROWN INC	COM	$29.0M	444900	0.93%	SOLE
33	STRYKER CORPORATION	COM	$28.9M	87813	0.92%	SOLE
34	COSTCO WHOLESALE CORPORATION	COM	$28.6M	28700	0.92%	SOLE
35	FEDERAL SIGNAL CORP	COM	$28.3M	261836	0.91%	SOLE
36	TRANSDIGM GROUP INC	COM	$28.1M	24257	0.90%	SOLE
37	IDEXX LABS INC	COM	$27.7M	49218	0.89%	SOLE
38	CGI INC	CL A SUB VTG	$27.6M	377110	0.88%	SOLE
39	NETFLIX INC.	COM	$26.2M	273000	0.84%	SOLE
40	INTERCONTINENTAL EXCHANGE IN	COM	$25.9M	164833	0.83%	SOLE
41	ITT INC	COM	$25.9M	136000	0.83%	SOLE
42	MADRIGAL PHARMACEUTICALS INC	COM	$25.6M	49000	0.82%	SOLE
43	FAIR ISAAC CORP	COM	$25.5M	23900	0.82%	SOLE
44	RUSH ENTERPRISES INC	CL A	$24.6M	372719	0.79%	SOLE
45	S&P GLOBAL INC	COM	$24.3M	57192	0.78%	SOLE
46	RLI CORP	COM	$23.6M	414000	0.76%	SOLE
47	GATX CORP	COM	$23.4M	137151	0.75%	SOLE
48	FABRINET	SHS	$23.3M	44700	0.75%	SOLE
49	MARRIOTT INTL INC NEW	CL A	$22.9M	70000	0.73%	SOLE
50	POST HLDGS INC	COM	$22.2M	225042	0.71%	SOLE

1–50 of 133

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.