EULAV ASSET MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WRB | 1.23M | $81.56M |
 | WCN | 591K | $95.96M |
 | EXLS | 584K | $17.78M |
 | RIVN | 520K | $7.83M |
 | EXEL | 492K | $21.10M |
 | BRO | 445K | $29.01M |
 | RLI | 414K | $23.61M |
 | NOW | 406K | $42.48M |
 | GIB | 377K | $27.57M |
 | RUSHA | 373K | $24.64M |
 | AFG | 365K | $46.57M |
 | CTAS | 352K | $59.48M |
 | ROL | 337K | $17.98M |
 | HEI | 323K | $88.48M |
 | UBER | 292K | $21.00M |
 | NFLX | 273K | $26.25M |
 | FSS | 262K | $28.31M |
 | RSG | 259K | $56.64M |
 | NVDA | 256K | $44.68M |
 | WWD | 255K | $91.27M |
W. R. Berkley Corporation
WRB
Shares Held
1.23M
Value
$81.56M
Waste Connections, Inc.
WCN
Shares Held
591K
Value
$95.96M
ExlService Holdings, Inc.
EXLS
Shares Held
584K
Value
$17.78M
Rivian Automotive, Inc.
RIVN
Shares Held
520K
Value
$7.83M
Exelixis, Inc.
EXEL
Shares Held
492K
Value
$21.10M
Brown & Brown, Inc.
BRO
Shares Held
445K
Value
$29.01M
RLI Corp.
RLI
Shares Held
414K
Value
$23.61M
ServiceNow, Inc.
NOW
Shares Held
406K
Value
$42.48M
CGI Inc.
GIB
Shares Held
377K
Value
$27.57M
Rush Enterprises, Inc.
RUSHA
Shares Held
373K
Value
$24.64M
American Financial Group, Inc.
AFG
Shares Held
365K
Value
$46.57M
Cintas Corporation
CTAS
Shares Held
352K
Value
$59.48M
Rollins, Inc.
ROL
Shares Held
337K
Value
$17.98M
HEICO Corporation
HEI
Shares Held
323K
Value
$88.48M
Uber Technologies, Inc.
UBER
Shares Held
292K
Value
$21.00M
Netflix, Inc.
NFLX
Shares Held
273K
Value
$26.25M
Federal Signal Corporation
FSS
Shares Held
262K
Value
$28.31M
Republic Services, Inc.
RSG
Shares Held
259K
Value
$56.64M
NVIDIA Corporation
NVDA
Shares Held
256K
Value
$44.68M
Woodward, Inc.
WWD
Shares Held
255K
Value
$91.27M