13F Insight
DOSSIER · 13F-HR · Q2 2026

EULAV Asset Management

$3.1B in tracked AUM across 152 positions as of Q2 2026.

EA
CIK 0001540826 · last filed Jun 30, 2026
Total AUM
$3.1B
as of Q2 2026
Holdings
152
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

EULAV Asset Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
WWD
WOODWARD INC
$120M283K3.8%02
CDNS
CADENCE DESIGN SYSTEM INC
$92M244K2.9%03
HEI
HEICO CORP NEW
$90M252K2.9%04
RBC
RBC BEARINGS INC
$88M136K2.8%05
TDY
TELEDYNE TECHNOLOGIES INC
$84M126K2.7%06
CACI
CACI INTL INC
$82M176K2.6%07
AMD
ADVANCED MICRO DEVICES INC
$78M134K2.5%08
CASY
CASEYS GEN STORES INC
$73M92K2.3%09
LII
LENNOX INTL INC
$72M125K2.3%10
WRB
BERKLEY W R CORP
$64M906K2.0%

Filing history

2026Q2Jun 30
$3.1B▲ 0.3%
152 positionsView →2026Q1Mar 31
$3.1B▼ 16.7%
133 positionsView →2025Q4Dec 31
$3.7B▼ 12.9%
145 positionsView →2025Q3Sep 30
$4.3B▲ 1.0%
154 positionsView →2025Q2Jun 30
$4.3B▲ 5.2%
160 positionsLocked2025Q1Mar 31
$4.0B▼ 2.5%
165 positionsLocked2024Q4Dec 31
$4.2B▲ 1.1%
163 positionsLocked2024Q3Sep 30
$4.1B▲ 11.1%
165 positionsLocked2024Q2Jun 30
$3.7B▲ 1.7%
170 positionsLocked2024Q1Mar 31
$3.6B▲ 12.4%
175 positionsLocked2023Q4Dec 31
$3.2B▲ 18.2%
176 positionsLocked2023Q3Sep 30
$2.7B▲ 1.9%
184 positionsLocked
Showing 12 of 56