Holdings
EULAV Asset Management
As of Jun 30, 2026, EULAV Asset Management reported 150 positions worth US$3.1B. Largest: Woodward, Inc., Cadence Design Systems, Inc. and Heico Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Woodward, Inc. | 283K | US$120M | +28,000 | Jun 30, 2026 |
| Cadence Design Systems, Inc. | 244K | US$91.7M | no change | Jun 30, 2026 |
| Heico Corporation | 348K | US$89.7M | −71,565 | Jun 30, 2026 |
| Rbc Bearings Incorporated | 136K | US$87.8M | +23,700 | Jun 30, 2026 |
| Teledyne Technologies Incorporated | 126K | US$84M | +2,000 | Jun 30, 2026 |
| Caci International, Inc. | 176K | US$81.6M | −3 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 134K | US$77.6M | −40,495 | Jun 30, 2026 |
| Caseys General Stores, Inc. | 91,849 | US$73M | −39,200 | Jun 30, 2026 |
| Lennox International, Inc. | 125K | US$71.8M | −10,000 | Jun 30, 2026 |
| W.r. Berkley Corporation | 906K | US$63.9M | −324K | Jun 30, 2026 |