EULAV Asset Management Q4 2021 Filing

Filed February 11, 2022

Portfolio Value

$4.0T

Holdings

226

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (226 positions)

#StockSharesValue% PortfolioType
201
VCVISTEON CORP
16,500$1.9B0.05%
202
ASGNASGN INC
14,800$1.8B0.05%
203
TXRHTEXAS ROADHOUSE INC
19,800$1.8B0.04%
204
LPSNUSDLIVEPERSON INC
47,100$1.7B0.04%
205
OTXOPEN TEXT CORP
35,024$1.7B0.04%
206
RRXREGAL REXNORD CORPORATION
9,141$1.6B0.04%
207
ZWSZURN WATER SOLUTIONS CORP
41,000$1.5B0.04%
208
CA8ACACI INTL INC
5,300$1.4B0.04%
209
AJRDEURAEROJET ROCKETDYNE HLDGS INC
31,000$1.4B0.04%
210
ENVAENOVA INTL INC
34,700$1.4B0.04%
211
MEDMEDIFAST INC
6,412$1.4B0.03%
212
PENNPENN NATL GAMING INC
26,900$1.4B0.03%
213
GATXGATX CORP
11,500$1.2B0.03%
214
LHCGUSDLHC GROUP INC
8,100$1.1B0.03%
215
SEMSELECT MED HLDGS CORP
38,000$1.1B0.03%
216
SIGSIGNET JEWELERS LIMITED
12,500$1.1B0.03%
217
SFIXSTITCH FIX INC
55,546$1.1B0.03%
218
VSTOEURVISTA OUTDOOR INC
22,000$1.1B0.03%
219
MZTILANCASTER COLONY CORP
5,606$935.0M0.02%
220
CCSICONSENSUS CLOUD SOLUTIONS IN
13,100$758.0M0.02%
221
NEWREURNEW RELIC INC
7,000$741.0M0.02%
222
PLAYDAVE & BUSTERS ENTMT INC
18,900$741.0M0.02%
223
IEXIDEX CORP
3,014$712.0M0.02%
224
SSFSENSIENT TECHNOLOGIES CORP
6,815$678.0M0.02%
225
EHTHEHEALTH INC
24,300$652.0M0.02%
226
PNTGPENNANT GROUP INC
9,300$215.0M0.01%
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