Villanova Investment Management Co LLC

Est. AUM

$97.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NCR ATLEOS CORPORATION	COM SHS	$4.6M	105263	4.70%	SOLE
2	BANK OZK LITTLE ROCK ARK	COM	$4.2M	92256	4.34%	SOLE
3	EURONET WORLDWIDE INC	COM	$3.3M	49624	3.38%	SOLE
4	AXIS CAP HLDGS LTD	SHS	$3.2M	31957	3.32%	SOLE
5	INGEVITY CORP	COM	$2.5M	35766	2.61%	SOLE
6	NCR VOYIX CORPORATION	COM	$2.5M	400330	2.60%	SOLE
7	CARS COM INC	COM	$2.5M	305256	2.54%	SOLE
8	BRIDGEWATER BANCSHARES INC	COM	$2.3M	129787	2.35%	SOLE
9	DONNELLEY FINL SOLUTIONS INC	COM	$2.3M	48287	2.33%	SOLE
10	ENOVIS CORPORATION	COM	$2.3M	99892	2.33%	SOLE
11	HOME BANCSHARES INC	COM	$2.2M	83183	2.30%	SOLE
12	CONMED CORP	COM	$2.2M	62781	2.27%	SOLE
13	CORE NATURAL RESOURCES INC	COM SHS	$2.2M	20818	2.23%	SOLE
14	KOPPERS HOLDINGS INC	COM	$2.2M	55835	2.21%	SOLE
15	LEGACY HOUSING CORP	COM	$2.1M	103163	2.16%	SOLE
16	BRINKS CO	COM	$2.1M	20015	2.13%	SOLE
17	SIMPLY GOOD FOODS CO	COM	$2.0M	141483	2.08%	SOLE
18	VISTEON CORP	COM NEW	$2.0M	21941	2.05%	SOLE
19	ISHARES TR	RUS 2000 VAL ETF	$2.0M	10338	2.01%	SOLE
20	QUANEX BLDG PRODS CORP	COM	$1.9M	102960	1.90%	SOLE
21	ALLISON TRANSMISSION HLDGS I	COM	$1.8M	15717	1.89%	SOLE
22	ACADEMY SPORTS & OUTDOORS IN	COM	$1.8M	32074	1.86%	SOLE
23	SUPERNUS PHARMACEUTICALS	COM	$1.8M	34934	1.85%	SOLE
24	WORLD KINECT CORPORATION	COM	$1.8M	77544	1.83%	SOLE
25	PINNACLE FINL PARTNERS INC	COM	$1.8M	20721	1.83%	SOLE
26	LANTHEUS HLDGS INC	COM	$1.8M	23229	1.81%	SOLE
27	GREEN DOT CORP	CL A	$1.7M	154601	1.78%	SOLE
28	DENTSPLY SIRONA INC	COM	$1.7M	145590	1.73%	SOLE
29	DXC TECHNOLOGY CO	COM	$1.6M	128687	1.66%	SOLE
30	TELEFLEX INCORPORATED	COM	$1.5M	12431	1.52%	SOLE
31	FIRSTCASH HOLDINGS INC	COM	$1.5M	7892	1.52%	SOLE
32	O-I GLASS INC	COM	$1.5M	138191	1.49%	SOLE
33	VIRTUS INVT PARTNERS INC	COM	$1.4M	10534	1.45%	SOLE
34	HARLEY DAVIDSON INC	COM	$1.4M	68530	1.42%	SOLE
35	ZOOMINFO TECHNOLOGIES INC	COMMON STOCK	$1.4M	231620	1.42%	SOLE
36	FIVE9 INC	COM	$1.4M	91065	1.42%	SOLE
37	NORTHRIM BANCORP INC	COM	$1.4M	59561	1.40%	SOLE
38	SHUTTERSTOCK INC	COM	$1.3M	80667	1.37%	SOLE
39	TRIPADVISOR INC	COM	$1.3M	123631	1.35%	SOLE
40	JANUS INTERNATIONAL GROUP IN	COMMON STOCK	$1.3M	251585	1.33%	SOLE
41	REPAY HLDGS CORP	COM CL A	$1.3M	485219	1.29%	SOLE
42	SELECT WATER SOLUTIONS INC	CL A COM	$1.2M	80316	1.26%	SOLE
43	APOGEE ENTERPRISES INC	COM	$1.2M	35899	1.23%	SOLE
44	AIR LEASE CORP	CL A	$1.2M	18118	1.21%	SOLE
45	INTERNATIONAL MONEY EXPRESS	COM	$1.1M	72782	1.18%	SOLE
46	TITAN INTL INC ILL	COM	$1.1M	158143	1.12%	SOLE
47	ARRAY TECHNOLOGIES INC	COM SHS	$1.1M	150100	1.11%	SOLE
48	SYLVAMO CORP	COMMON STOCK	$1.1M	25623	1.11%	SOLE
49	MALIBU BOATS INC	COM CL A	$1.1M	41214	1.09%	SOLE
50	MGP INGREDIENTS INC NEW	COM	$1.0M	57016	1.07%	SOLE

1–50 of 56

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