EA

EULAV Asset Management

13F
EULAV Asset Management
Last update 2025-04-30 165 Stocks (3 new)
Value $4.05 Bil Turnover 3 %
Countries:
Top Holdings: TYL(3.58%)HEI(3.05%)TDG(3.02%)WCN(2.99%)MSCI(2.85%)
Summary Stock Picks Current Portfolio
EULAV Asset Management Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TYL
Tyler Technologies Inc
249,083
144,814.4
+1.38%
3.580
+0.05%
0.580
-2.94%
-4.31%
23,795.6
Software
HEI
Heico Corp
461,693
123,359.8
+1.76%
3.050
+0.05%
0.330
+25.99%
+32.53%
37,991.5
Aerospace & Defense
TDG
TransDigm Group Inc
88,257
122,085.0
-15.99%
3.020
-0.51%
0.160
+17.51%
+21.76%
86,668.1
Aerospace & Defense
WCN
Waste Connections Inc
620,742
121,162.6
-5.55%
2.990
-0.15%
0.240
-5.66%
+7.23%
47,384.3
Waste Management
MSCI
MSCI Inc
203,958
115,338.3
0%
2.850
0%
0.260
+4.73%
-5.15%
43,758.2
Capital Markets
CTAS
Cintas Corp
550,735
113,192.6
-5.65%
2.800
-0.15%
0.140
+4.75%
+18.36%
86,991.9
Business Services
FICO
Fair Isaac Corp
56,900
104,932.7
0%
2.590
0%
0.230
-18.23%
-22.44%
37,589.2
Software
LII
Lennox International Inc
186,708
104,711.5
-7.21%
2.590
-0.21%
0.530
+11.76%
+1.69%
21,888.8
Construction
WRB
WR Berkley Corp
1,420,464
101,080.2
0%
2.500
0%
0.370
+1.44%
+18.80%
26,130.0
Insurance
IT
Gartner Inc
217,200
91,167.5
+0.65%
2.250
+0.01%
0.280
-6.37%
-22.72%
28,816.4
Software

EULAV Asset Management's Historical Top Holdings Breakdowns

EULAV Asset Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TDG
TransDigm Group Inc
2025-03-31
Reduce
Reduce
-0.51%
●
1251.32 ($1333.33) 1394.11
$1,543.04
15.73%
Reduce -15.99%
88,257
-16,800
TDY
Teledyne Technologies Inc
2025-03-31
Add
Add
+0.44%
●
455.51 ($494.63) 518.84
$530.73
7.30%
Add 83.33%
79,200
36,000
ROP
Roper Technologies Inc
2025-03-31
Add
Add
+0.31%
●
502.71 ($561.16) 593.81
$547.46
-2.44%
Add 30.11%
91,169
21,100
RSG
Republic Services Inc
2025-03-31
Reduce
Reduce
-0.28%
●
200.09 ($224.22) 242.16
$241.21
7.58%
Reduce -14.55%
333,638
-56,820
MTCH
Match Group Inc
2025-03-31
Sold Out
Sold Out
-0.26%
●
30.08 ($32.68) 36.47
$32.49
-0.58%
Sold Out
0
-325,129
CACI
CACI International Inc
2025-03-31
Add
Add
+0.22%
●
327 ($382.67) 465.18
$481.18
25.74%
Add 16.15%
176,204
24,500
G
Genpact Ltd
2025-03-31
New Buy
New Buy
+0.22%
●
42.88 ($49.58) 55.54
$44.31
-10.63%
New holding
180,000
180,000
LII
Lennox International Inc
2025-03-31
Reduce
Reduce
-0.21%
●
553.05 ($605.45) 666.93
$616.85
1.88%
Reduce -7.21%
186,708
-14,499
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.20%
●
209.68 ($231.67) 247.1
$211.16
-8.85%
Reduce -39.26%
51,061
-33,000
CDW
CDW Corp
2025-03-31
Reduce
Reduce
-0.17%
●
160.26 ($181.71) 206.13
$177.38
-2.38%
Reduce -10.42%
343,712
-40,000

EULAV Asset Management Total Holding History ($B)

To

EULAV Asset Management's Asset Allocation

To

EULAV Asset Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

EULAV Asset Management's Hypothetical Growth since 2025-03-31

EULAV Asset Management's Yearly Returns

Year Portfolio % % Excess Gain %

EULAV Asset Management's Holdings Heat Map

Size field:

EULAV Asset Management's Holdings Bubble Chart

EULAV Asset Management News

  • 1

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