Eulav Asset Management
$3.1B Assets Reported
148 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| WCN | WASTE CONNECTIONS INC | 590,713 | $96M | 3.1% |
| CACI | CACI INTL INC | 176,203 | $96M | 3.1% |
| CASY | CASEYS GEN STORES INC | 131,049 | $95M | 3.1% |
| WWD | WOODWARD INC | 255,011 | $91M | 2.9% |
| HEI | HEICO CORP NEW | 322,697 | $88M | 2.8% |
| MSCI | MSCI INC | 158,984 | $86M | 2.7% |
| WRB | BERKLEY W R CORP | 1,230,464 | $82M | 2.6% |
| TDY | TELEDYNE TECHNOLOGIES INC | 123,900 | $75M | 2.4% |
| TYL | TYLER TECHNOLOGIES INC | 206,082 | $71M | 2.3% |
| CDNS | CADENCE DESIGN SYSTEM INC | 244,300 | $68M | 2.2% |
Track Eulav Asset Management's 13F portfolio: $3.1B in reported holdings, 148 positions. Top holdings, AUM, and quarterly changes on SentiSense.