EA

EULAV Asset Management

13F
EULAV Asset Management
Last update 2025-04-30 165 Stocks (3 new)
Value $4.05 Bil Turnover 3 %
Countries:
Top Holdings: TYL(3.58%)HEI(3.05%)TDG(3.02%)WCN(2.99%)MSCI(2.85%)
Summary Stock Picks Current Portfolio
EULAV Asset Management Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TYL
Tyler Technologies Inc
249,083
144,814.4
+1.38%
3.580
+0.05%
0.580
+2.48%
+0.41%
24,967.7
Software
HEI
Heico Corp
461,693
123,359.8
+1.76%
3.050
+0.05%
0.330
+25.01%
+33.39%
38,120.7
Aerospace & Defense
TDG
TransDigm Group Inc
88,257
122,085.0
-15.99%
3.020
-0.51%
0.160
+15.90%
+20.45%
85,735.7
Aerospace & Defense
WCN
Waste Connections Inc
620,742
121,162.6
-5.55%
2.990
-0.15%
0.240
-5.46%
+6.46%
47,045.8
Waste Management
MSCI
MSCI Inc
203,958
115,338.3
0%
2.850
0%
0.260
+6.25%
-2.42%
45,015.5
Capital Markets
CTAS
Cintas Corp
550,735
113,192.6
-5.65%
2.800
-0.15%
0.140
+6.40%
+19.02%
87,476.4
Business Services
FICO
Fair Isaac Corp
56,900
104,932.7
0%
2.590
0%
0.230
-13.87%
-20.05%
38,745.4
Software
LII
Lennox International Inc
186,708
104,711.5
-7.21%
2.590
-0.21%
0.530
+7.82%
-0.70%
21,375.4
Construction
WRB
WR Berkley Corp
1,420,464
101,080.2
0%
2.500
0%
0.370
+5.05%
+20.30%
26,460.1
Insurance
IT
Gartner Inc
217,200
91,167.5
+0.65%
2.250
+0.01%
0.280
-2.88%
-18.58%
30,358.8
Software

EULAV Asset Management's Historical Top Holdings Breakdowns

EULAV Asset Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TDG
TransDigm Group Inc
2025-03-31
Reduce
Reduce
-0.51%
●
1251.32 ($1333.33) 1394.11
$1,526.44
14.48%
Reduce -15.99%
88,257
-16,800
TDY
Teledyne Technologies Inc
2025-03-31
Add
Add
+0.44%
●
455.51 ($494.63) 518.84
$519.86
5.10%
Add 83.33%
79,200
36,000
ROP
Roper Technologies Inc
2025-03-31
Add
Add
+0.31%
●
502.71 ($561.16) 593.81
$558.64
-0.45%
Add 30.11%
91,169
21,100
RSG
Republic Services Inc
2025-03-31
Reduce
Reduce
-0.28%
●
200.09 ($224.22) 242.16
$240.51
7.27%
Reduce -14.55%
333,638
-56,820
MTCH
Match Group Inc
2025-03-31
Sold Out
Sold Out
-0.26%
●
30.08 ($32.68) 36.47
$32.87
0.58%
Sold Out
0
-325,129
CACI
CACI International Inc
2025-03-31
Add
Add
+0.22%
●
327 ($382.67) 465.18
$485.40
26.85%
Add 16.15%
176,204
24,500
G
Genpact Ltd
2025-03-31
New Buy
New Buy
+0.22%
●
42.88 ($49.58) 55.54
$45.69
-7.85%
New holding
180,000
180,000
LII
Lennox International Inc
2025-03-31
Reduce
Reduce
-0.21%
●
553.05 ($605.45) 666.93
$602.38
-0.51%
Reduce -7.21%
186,708
-14,499
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.20%
●
209.68 ($231.67) 247.1
$211.14
-8.86%
Reduce -39.26%
51,061
-33,000
CDW
CDW Corp
2025-03-31
Reduce
Reduce
-0.17%
●
160.26 ($181.71) 206.13
$180.75
-0.53%
Reduce -10.42%
343,712
-40,000

EULAV Asset Management Total Holding History ($B)

To

EULAV Asset Management's Asset Allocation

To

EULAV Asset Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

EULAV Asset Management's Hypothetical Growth since 2025-03-31

EULAV Asset Management's Yearly Returns

Year Portfolio % % Excess Gain %

EULAV Asset Management's Holdings Heat Map

Size field:

EULAV Asset Management's Holdings Bubble Chart

EULAV Asset Management News

  • 1

Discussions on EULAV Asset Management

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.