EULAV ASSET MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WRB | 1.30M | $90.84M |
 | WCN | 591K | $103.59M |
 | RIVN | 590K | $11.63M |
 | EXLS | 584K | $24.79M |
 | EXEL | 535K | $23.45M |
 | AFG | 499K | $68.16M |
 | BRO | 445K | $35.46M |
 | RLI | 414K | $26.49M |
 | GIB | 397K | $36.65M |
 | UBER | 376K | $30.72M |
 | CTAS | 366K | $68.76M |
 | HEI | 334K | $107.98M |
 | ROL | 325K | $19.49M |
 | NVDA | 319K | $59.52M |
 | NOW | 316K | $48.46M |
 | IQV | 309K | $69.65M |
 | RSG | 306K | $64.77M |
 | CDNS | 289K | $90.43M |
 | RUSHA | 276K | $14.89M |
 | NFLX | 273K | $25.60M |
W. R. Berkley Corporation
WRB
Shares Held
1.30M
Value
$90.84M
Waste Connections, Inc.
WCN
Shares Held
591K
Value
$103.59M
Rivian Automotive, Inc.
RIVN
Shares Held
590K
Value
$11.63M
ExlService Holdings, Inc.
EXLS
Shares Held
584K
Value
$24.79M
Exelixis, Inc.
EXEL
Shares Held
535K
Value
$23.45M
American Financial Group, Inc.
AFG
Shares Held
499K
Value
$68.16M
Brown & Brown, Inc.
BRO
Shares Held
445K
Value
$35.46M
RLI Corp.
RLI
Shares Held
414K
Value
$26.49M
CGI Inc.
GIB
Shares Held
397K
Value
$36.65M
Uber Technologies, Inc.
UBER
Shares Held
376K
Value
$30.72M
Cintas Corporation
CTAS
Shares Held
366K
Value
$68.76M
HEICO Corporation
HEI
Shares Held
334K
Value
$107.98M
Rollins, Inc.
ROL
Shares Held
325K
Value
$19.49M
NVIDIA Corporation
NVDA
Shares Held
319K
Value
$59.52M
ServiceNow, Inc.
NOW
Shares Held
316K
Value
$48.46M
IQVIA Holdings Inc.
IQV
Shares Held
309K
Value
$69.65M
Republic Services, Inc.
RSG
Shares Held
306K
Value
$64.77M
Cadence Design Systems, Inc.
CDNS
Shares Held
289K
Value
$90.43M
Rush Enterprises, Inc.
RUSHA
Shares Held
276K
Value
$14.89M
Netflix, Inc.
NFLX
Shares Held
273K
Value
$25.60M