Eulav Asset Management
$3.1B 13F equity value
163 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Eulav Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| WWD | WOODWARD INC | 283,011 | $120M | 3.8% |
| CDNS | CADENCE DESIGN SYSTEM INC | 244,300 | $92M | 2.9% |
| HEI | HEICO CORP NEW | 251,697 | $90M | 2.9% |
| RBC | RBC BEARINGS INC | 136,300 | $88M | 2.8% |
| TDY | TELEDYNE TECHNOLOGIES INC | 125,900 | $84M | 2.7% |
| CACI | CACI INTL INC | 176,200 | $82M | 2.6% |
| AMD | ADVANCED MICRO DEVICES INC | 133,515 | $78M | 2.5% |
| CASY | CASEYS GEN STORES INC | 91,849 | $73M | 2.3% |
| LII | LENNOX INTL INC | 125,300 | $72M | 2.3% |
| WRB | BERKLEY W R CORP | 906,464 | $64M | 2.0% |
Track Eulav Asset Management's 13F portfolio: $3.1B in reported holdings, 163 positions. Top holdings and quarterly changes on SentiSense.
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