EULAV ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WRB | 1.30M | $99.26M |
 | WCN | 621K | $109.12M |
 | RIVN | 620K | $9.10M |
 | EXLS | 584K | $25.72M |
 | EXEL | 570K | $23.54M |
 | CTAS | 502K | $102.97M |
 | AFG | 499K | $72.67M |
 | BRO | 445K | $41.73M |
 | HEI | 420K | $135.49M |
 | RLI | 414K | $27.00M |
 | GIB | 397K | $35.39M |
 | UBER | 349K | $34.19M |
 | CDW | 344K | $54.75M |
 | NVDA | 335K | $62.53M |
 | ROL | 325K | $19.07M |
 | RSG | 324K | $74.26M |
 | ATR | 314K | $41.92M |
 | EXPO | 312K | $21.65M |
 | IQV | 309K | $58.69M |
 | ICE | 298K | $50.18M |
W. R. Berkley Corporation
WRB
Shares Held
1.30M
Value
$99.26M
Waste Connections, Inc.
WCN
Shares Held
621K
Value
$109.12M
Rivian Automotive, Inc.
RIVN
Shares Held
620K
Value
$9.10M
ExlService Holdings, Inc.
EXLS
Shares Held
584K
Value
$25.72M
Exelixis, Inc.
EXEL
Shares Held
570K
Value
$23.54M
Cintas Corporation
CTAS
Shares Held
502K
Value
$102.97M
American Financial Group, Inc.
AFG
Shares Held
499K
Value
$72.67M
Brown & Brown, Inc.
BRO
Shares Held
445K
Value
$41.73M
HEICO Corporation
HEI
Shares Held
420K
Value
$135.49M
RLI Corp.
RLI
Shares Held
414K
Value
$27.00M
CGI Inc.
GIB
Shares Held
397K
Value
$35.39M
Uber Technologies, Inc.
UBER
Shares Held
349K
Value
$34.19M
CDW Corporation
CDW
Shares Held
344K
Value
$54.75M
NVIDIA Corporation
NVDA
Shares Held
335K
Value
$62.53M
Rollins, Inc.
ROL
Shares Held
325K
Value
$19.07M
Republic Services, Inc.
RSG
Shares Held
324K
Value
$74.26M
AptarGroup, Inc.
ATR
Shares Held
314K
Value
$41.92M
Exponent, Inc.
EXPO
Shares Held
312K
Value
$21.65M
IQVIA Holdings Inc.
IQV
Shares Held
309K
Value
$58.69M
Intercontinental Exchange, Inc.
ICE
Shares Held
298K
Value
$50.18M