StockDriftsStockDriftsTop 50 EULAV Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WWD | WOODWARD INC | 3.84% | 283.0K | $120.4M | +10.98%(+28.00K) | $220.62(+67.68%) | 2026-06-30 | |
| CDNS | CADENCE DESIGN SYSTEM INC | 2.93% | 244.3K | $91.7M | +0.00%(+0) | $66.62(+382.52%) | 2026-06-30 | |
| HEI | HEICO CORP NEW | 2.86% | 251.7K | $89.7M | -22.00%(-71.00K) | $171.01(+119.09%) | 2026-06-30 | |
| RBC | RBC BEARINGS INC | 2.8% | 136.3K | $87.8M | +21.05%(+23.70K) | $313.97(+77.60%) | 2026-06-30 | |
| TDY | TELEDYNE TECHNOLOGIES INC | 2.68% | 125.9K | $84.0M | +1.61%(+2.00K) | $431.83(+57.39%) | 2026-06-30 | |
| CACI | CACI INTL INC | 2.61% | 176.2K | $81.6M | -0.00%(-3) | $402.57(+66.56%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.48% | 133.5K | $77.6M | -23.27%(-40.49K) | $121.96(+320.03%) | 2026-06-30 | |
| CASY | CASEYS GEN STORES INC | 2.33% | 91.8K | $73.0M | -29.91%(-39.20K) | $376.76(+124.66%) | 2026-06-30 | |
| LII | LENNOX INTL INC | 2.29% | 125.3K | $71.8M | -7.39%(-10.00K) | $264.22(+59.72%) | 2026-06-30 | |
| WRB | BERKLEY W R CORP | 2.04% | 906.5K | $63.9M | -26.33%(-324.00K) | $35.50(+98.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.66% | +39.20% | +7.60% | +44.24% |
| Top 20 Holdings Unweighted | +12.04% | +40.65% | +7.59% | +44.15% |
EULAV Asset Management reports $3.13B in US-listed equity holdings across 152 positions in its most recent 13F filing. Its largest disclosed positions are WWD (3.8%), CDNS (2.9%) and HEI (2.9%). The top 20 holdings account for 44.34% of reported assets. Its disclosed equity book has returned +39.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from EULAV Asset Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1540826). View EULAV Asset Management’s 13F filings on SEC