EULAV Asset Management: 13F holdings
CIK 15408262026Q2
| Positions | 152 |
|---|---|
| Reported value | $3.1bn |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| WWD WOODWARD INC | 283,011 | $120.4m | 3.8% |
| CDNS CADENCE DESIGN SYSTEM INC | 244,300 | $91.7m | 2.9% |
| HEI HEICO CORP NEW | 251,697 | $89.7m | 2.9% |
| RBC RBC BEARINGS INC | 136,300 | $87.8m | 2.8% |
| TDY TELEDYNE TECHNOLOGIES INC | 125,900 | $84.0m | 2.7% |
| CACI CACI INTL INC | 176,200 | $81.6m | 2.6% |
| AMD ADVANCED MICRO DEVICES INC | 133,515 | $77.6m | 2.5% |
| CASY CASEYS GEN STORES INC | 91,849 | $73.0m | 2.3% |
| LII LENNOX INTL INC | 125,300 | $71.8m | 2.3% |
| WRB BERKLEY W R CORP | 906,464 | $63.9m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1540826")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.