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
-1.02%
-2.13%
24,337.2
Software
HEI
Heico Corp
461,693
123,359.8
+1.76%
3.050
+0.05%
0.330
+31.80%
+35.74%
39,026.9
Aerospace & Defense
TDG
TransDigm Group Inc
88,257
122,085.0
-15.99%
3.020
-0.51%
0.160
+19.41%
+26.04%
89,715.7
Aerospace & Defense
WCN
Waste Connections Inc
620,742
121,162.6
-5.55%
2.990
-0.15%
0.240
-7.32%
+6.79%
47,193.1
Waste Management
MSCI
MSCI Inc
203,958
115,338.3
0%
2.850
0%
0.260
+6.01%
-3.07%
44,716.1
Capital Markets
CTAS
Cintas Corp
550,735
113,192.6
-5.65%
2.800
-0.15%
0.140
+8.06%
+21.93%
89,430.3
Business Services
FICO
Fair Isaac Corp
56,900
104,932.7
0%
2.590
0%
0.230
-19.23%
-22.57%
37,525.6
Software
LII
Lennox International Inc
186,708
104,711.5
-7.21%
2.590
-0.21%
0.530
+10.07%
+0.47%
21,625.5
Construction
WRB
WR Berkley Corp
1,420,464
101,080.2
0%
2.500
0%
0.370
+0.73%
+18.58%
26,080.7
Insurance
IT
Gartner Inc
217,200
91,167.5
+0.65%
2.250
+0.01%
0.280
-11.52%
-26.64%
27,354.0
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
$1,597.30
19.80%
Reduce -15.99%
88,257
-16,800
TDY
Teledyne Technologies Inc
2025-03-31
Add
Add
+0.44%
●
455.51 ($494.63) 518.84
$563.66
13.96%
Add 83.33%
79,200
36,000
ROP
Roper Technologies Inc
2025-03-31
Add
Add
+0.31%
●
502.71 ($561.16) 593.81
$544.79
-2.92%
Add 30.11%
91,169
21,100
RSG
Republic Services Inc
2025-03-31
Reduce
Reduce
-0.28%
●
200.09 ($224.22) 242.16
$240.50
7.26%
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
$32.45
-0.70%
Sold Out
0
-325,129
CACI
CACI International Inc
2025-03-31
Add
Add
+0.22%
●
327 ($382.67) 465.18
$482.92
26.20%
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
$45.37
-8.49%
New holding
180,000
180,000
LII
Lennox International Inc
2025-03-31
Reduce
Reduce
-0.21%
●
553.05 ($605.45) 666.93
$609.43
0.66%
Reduce -7.21%
186,708
-14,499
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.20%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Reduce -39.26%
51,061
-33,000
CDW
CDW Corp
2025-03-31
Reduce
Reduce
-0.17%
●
160.26 ($181.71) 206.13
$179.59
-1.17%
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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