VILLERE ST DENIS J & CO LLC Q2 2023 Filing

Filed July 18, 2023

Portfolio Value

$1.4T

Holdings

65

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (65 positions)

#StockSharesValue% PortfolioType
1
XOMEXXON MOBIL CORP
8,721$935.3M0.07%
2
GOOGLALPHABET INC
5,790$693.1M0.05%
3
TPLTEXAS PACIFIC LAND CORPORATI
516$679.3M0.05%
4
TRVTRAVELERS COMPANIES INC
3,433$596.2M0.04%
5
HDHOME DEPOT INC
1,594$495.2M0.04%
6
NSCNORFOLK SOUTHN CORP
1,725$391.2M0.03%
7
WMTWALMART INC
2,194$344.9M0.02%
8
AMZNAMAZON COM INC
2,500$325.9M0.02%
9
GOOGALPHABET INC
2,540$307.3M0.02%
10
HONHONEYWELL INTL INC
1,443$299.4M0.02%
11
STTKSHATTUCK LABS INC
88,071$274.8M0.02%
12
TMOTHERMO FISHER SCIENTIFIC INC
525$273.9M0.02%
13
PGPROCTER & GAMBLE CO
1,723$261.4M0.02%
14
BLKCHFBLACKROCK INC
350$241.9M0.02%
15
UNPUNION PAC CORP
1,114$227.9M0.02%
16
LIESUN LIFE FINANCIAL INC.
4,177$217.7M0.02%
17
UTIUNIVERSAL TECHNICAL INST INC
30,000$207.3M0.02%
18
FT2FIRST HORIZON CORPORATION
15,540$175.1M0.01%
19
OSWONESPAWORLD HOLDINGS LIMITED
14,147$171.2M0.01%
20
LINDLINDBLAD EXPEDITIONS HLDGS I
13,743$149.5M0.01%
21
FCXFREEPORT-MCMORAN INC
1,933,455$77K0.00%
22
VVISA INC
286,517$68K0.00%
23
PLMRPALOMAR HLDGS INC
1,036,447$60K0.00%
24
POOLPOOL CORP
158,135$59K0.00%
25
EEFTEURONET WORLDWIDE INC
473,073$55K0.00%
26
ONON SEMICONDUCTOR CORP
564,505$53K0.00%
27
JBHTHUNT J B TRANS SVCS INC
291,647$52K0.00%
28
SYKSTRYKER CORPORATION
167,803$51K0.00%
29
ONONON HLDG AG
1,556,252$51K0.00%
30
TFXTELEFLEX INCORPORATED
194,846$47K0.00%
31
MNSTMONSTER BEVERAGE CORP NEW
718,974$41K0.00%
32
CZRCAESARS ENTERTAINMENT INC NE
807,385$41K0.00%
33
OPCHOPTION CARE HEALTH INC
1,252,485$40K0.00%
34
ROPROPER TECHNOLOGIES INC
81,138$39K0.00%
35
IDXXIDEXX LABS INC
74,383$37K0.00%
36
EBIXEUREBIX INC
1,421,949$35K0.00%
37
JPMJPMORGAN CHASE & CO
246,356$35K0.00%
38
CVXCHEVRON CORP NEW
228,107$35K0.00%
39
LGNDLIGAND PHARMACEUTICALS INC
479,447$34K0.00%
40
PEPPEPSICO INC
159,937$29K0.00%
41
STESTERIS PLC
125,984$28K0.00%
42
LMTLOCKHEED MARTIN CORP
62,585$28K0.00%
43
CVSCVS HEALTH CORP
379,804$26K0.00%
44
BAC 7.25 PERP LBANK AMERICA CORP
21,359$25K0.00%
45
PGRPROGRESSIVE CORP
188,958$25K0.00%
46
MCHPMICROCHIP TECHNOLOGY INC.
271,379$24K0.00%
47
JNJJOHNSON & JOHNSON
141,739$23K0.00%
48
ABTABBOTT LABS
202,872$22K0.00%
49
CLCOLGATE PALMOLIVE CO
287,652$22K0.00%
50
AAPLAPPLE INC
108,328$21K0.00%
51
KRNYKEARNY FINL CORP MD
3,047,284$21K0.00%
52
MDLZMONDELEZ INTL INC
252,066$18K0.00%
53
0VVBPARAMOUNT GLOBAL
1,169,380$18K0.00%
54
FHBFIRST HAWAIIAN INC
985,811$17K0.00%
55
BACVERIZON COMMUNICATIONS INC
455,699$16K0.00%
56
IFFINTERNATIONAL FLAVORS&FRAGRA
186,199$14K0.00%
57
MSFTMICROSOFT CORP
35,682$12K0.00%
58
LEGLEGGETT & PLATT INC
418,239$12K0.00%
59
REYNREYNOLDS CONSUMER PRODS INC
451,342$12K0.00%
60
OABIOMNIAB INC
2,262,057$11K0.00%
61
PFEPFIZER INC
208,641$7K0.00%
62
PRCHPORCH GROUP INC
5,623,696$7K0.00%
63
NWLNEWELL BRANDS INC
439,424$3K0.00%
64
CLGNCOLLPLANT BIOTECHNOLOGIES LT
292,723$2K0.00%
65
AXONAXON ENTERPRISE INC
6,470$1K0.00%