VILLERE ST DENIS J & CO LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AESI | 1.86M | $24.35M |
 | CZR | 892K | $23.57M |
 | OPCH | 801K | $21.56M |
 | KVUE | 743K | $12.81M |
 | LINE | 708K | $23.19M |
 | FIBK | 627K | $20.94M |
 | ONON | 616K | $20.95M |
 | PFE | 575K | $16.15M |
 | FCX | 474K | $27.89M |
 | VZ | 465K | $23.37M |
 | ON | 344K | $21.33M |
 | MCHP | 340K | $21.94M |
 | MDLZ | 314K | $18.10M |
 | TDW | 293K | $24.47M |
 | UBER | 263K | $18.90M |
 | PLMR | 247K | $29.46M |
 | ABT | 230K | $23.66M |
 | CL | 228K | $19.42M |
 | CVX | 195K | $40.36M |
 | LGND | 189K | $37.71M |
Atlas Energy Solutions Inc.
AESI
Shares Held
1.86M
Value
$24.35M
Caesars Entertainment, Inc.
CZR
Shares Held
892K
Value
$23.57M
Option Care Health, Inc.
OPCH
Shares Held
801K
Value
$21.56M
Kenvue Inc.
KVUE
Shares Held
743K
Value
$12.81M
Lineage, Inc.
LINE
Shares Held
708K
Value
$23.19M
First Interstate BancSystem, Inc.
FIBK
Shares Held
627K
Value
$20.94M
On Holding AG
ONON
Shares Held
616K
Value
$20.95M
Pfizer Inc.
PFE
Shares Held
575K
Value
$16.15M
Freeport-McMoRan Inc.
FCX
Shares Held
474K
Value
$27.89M
Verizon Communications Inc.
VZ
Shares Held
465K
Value
$23.37M
ON Semiconductor Corporation
ON
Shares Held
344K
Value
$21.33M
Microchip Technology Incorporated
MCHP
Shares Held
340K
Value
$21.94M
Mondelez International, Inc.
MDLZ
Shares Held
314K
Value
$18.10M
Tidewater Inc.
TDW
Shares Held
293K
Value
$24.47M
Uber Technologies, Inc.
UBER
Shares Held
263K
Value
$18.90M
Palomar Holdings, Inc.
PLMR
Shares Held
247K
Value
$29.46M
Abbott Laboratories
ABT
Shares Held
230K
Value
$23.66M
Colgate-Palmolive Company
CL
Shares Held
228K
Value
$19.42M
Chevron Corporation
CVX
Shares Held
195K
Value
$40.36M
Ligand Pharmaceuticals Incorporated
LGND
Shares Held
189K
Value
$37.71M