StockDriftsStockDriftsTop 50 EULAV Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WCN | WASTE CONNECTIONS INC | 3.07% | 590.7K | $96.0M | +0.00%(+0) | $135.39(+24.69%) | 2026-03-31 | |
| CACI | CACI INTL INC | 3.07% | 176.2K | $95.8M | -0.00%(-1) | $402.57(+24.90%) | 2026-03-31 | |
| CASY | CASEYS GEN STORES INC | 3.05% | 131.0K | $95.4M | -24.77%(-43.15K) | $376.76(+111.65%) | 2026-03-31 | |
| WWD | WOODWARD INC | 2.92% | 255.0K | $91.3M | +46.55%(+81.00K) | $202.74(+106.19%) | 2026-03-31 | |
| HEI | HEICO CORP NEW | 2.83% | 322.7K | $88.5M | -3.30%(-11.00K) | $171.01(+111.74%) | 2026-03-31 | |
| MSCI | MSCI INC | 2.74% | 159.0K | $85.7M | -14.51%(-26.99K) | $529.70(+13.86%) | 2026-03-31 | |
| WRB | BERKLEY W R CORP | 2.61% | 1.23M | $81.6M | -5.02%(-65.00K) | $35.50(+103.03%) | 2026-03-31 | |
| TDY | TELEDYNE TECHNOLOGIES INC | 2.4% | 123.9K | $75.0M | +16.34%(+17.40K) | $428.70(+52.11%) | 2026-03-31 | |
| TYL | TYLER TECHNOLOGIES INC | 2.26% | 206.1K | $70.6M | -17.26%(-43.00K) | $353.69(-10.06%) | 2026-03-31 | |
| CDNS | CADENCE DESIGN SYSTEM INC | 2.17% | 244.3K | $67.9M | -15.55%(-45.00K) | $66.62(+460.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.04% | +36.92% |
| Top 20 Holdings Unweighted | +11.19% | +37.47% |
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