EULAV Asset Management Q2 2021 Filing

Filed August 6, 2021

Portfolio Value

$3.8T

Holdings

222

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (222 positions)

#StockSharesValue% PortfolioType
201
OTXOPEN TEXT CORP
35,024$1.8B0.05%
202
USCRU S CONCRETE INC
22,800$1.7B0.04%
203
LHCGUSDLHC GROUP INC
8,100$1.6B0.04%
204
AJRDEURAEROJET ROCKETDYNE HLDGS INC
31,000$1.5B0.04%
205
EHTHEHEALTH INC
24,300$1.4B0.04%
206
SEMSELECT MED HLDGS CORP
33,000$1.4B0.04%
207
ASGNASGN INC
14,200$1.4B0.04%
208
CA8ACACI INTL INC
5,300$1.4B0.04%
209
IRTCIRHYTHM TECHNOLOGIES INC
20,300$1.3B0.04%
210
SIGISELECTIVE INS GROUP INC
15,400$1.3B0.03%
211
ENVAENOVA INTL INC
34,700$1.2B0.03%
212
MZTILANCASTER COLONY CORP
5,606$1.1B0.03%
213
VSTOEURVISTA OUTDOOR INC
22,000$1.0B0.03%
214
GATXGATX CORP
11,500$1.0B0.03%
215
SIGSIGNET JEWELERS LIMITED
12,500$1.0B0.03%
216
PLAYDAVE & BUSTERS ENTMT INC
18,900$767.0M0.02%
217
HGVHILTON GRAND VACATIONS INC
17,900$741.0M0.02%
218
IEXIDEX CORP
3,014$663.0M0.02%
219
SSFSENSIENT TECHNOLOGIES CORP
6,815$590.0M0.02%
220
PNTGPENNANT GROUP INC
12,900$528.0M0.01%
221
ABMABM INDS INC
9,000$399.0M0.01%
222
AMWDAMERICAN WOODMARK CORPORATIO
3,700$302.0M0.01%
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