EULAV Asset Management Q4 2018 Filing

Filed February 14, 2019

Portfolio Value

$2.0T

Holdings

291

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (291 positions)

StockValue
FIXCOMFORT SYS USA INC
$1.6B
KWRQUAKER CHEM CORP
$1.6B
FCNFTI CONSULTING INC
$1.6B
BLKBBLACKBAUD INC
$1.6B
TXRHTEXAS ROADHOUSE INC
$1.5B
OMCLOMNICELL INC
$1.5B
VMIVALMONT INDS INC
$1.5B
MRCYMERCURY SYS INC
$1.5B
MMSIMERIT MED SYS INC
$1.5B
PLAYDAVE & BUSTERS ENTMT INC
$1.5B
AITAPPLIED INDL TECHNOLOGIES IN
$1.5B
CVCOCAVCO INDS INC DEL
$1.5B
PLNTPLANET FITNESS INC
$1.4B
ALRMALARM COM HLDGS INC
$1.4B
MEDMEDIFAST INC
$1.4B
PRAHPRA HEALTH SCIENCES INC
$1.4B
AYIACUITY BRANDS INC
$1.4B
WTSWATTS WATER TECHNOLOGIES INC
$1.4B
RUSHARUSH ENTERPRISES INC
$1.3B
SWXSOUTHWEST GAS HOLDINGS INC
$1.3B
NJRNEW JERSEY RES
$1.2B
HAEHAEMONETICS CORP
$1.2B
BGSB & G FOODS INC NEW
$1.1B
APDAIR PRODS & CHEMS INC
$1.1B
TNETTRINET GROUP INC
$1.1B
XRAYDENTSPLY SIRONA INC
$1.1B
KAIKADANT INC
$1.1B
USCRU S CONCRETE INC
$1.0B
CGNXCOGNEX CORP
$998.0M
BCPCBALCHEM CORP
$995.0M
AVNSAVANOS MED INC
$990.0M
PODDINSULET CORP
$968.0M
TUPTUPPERWARE BRANDS CORP
$960.0M
TFXTELEFLEX INC
$956.0M
JBTJOHN BEAN TECHNOLOGIES CORP
$941.0M
MOVMOVADO GROUP INC
$930.0M
TBCHTURTLE BEACH CORP
$916.0M
TDOCTELADOC HEALTH INC
$892.0M
NUTRI SYS INC NEW
$891.0M
BOTTOMLINE TECH DEL INC
$883.0M
POLYONE CORP
$855.0M
GATXGATX CORP
$814.0M
INSTRUCTURE INC
$788.0M
TCMDTACTILE SYS TECHNOLOGY INC
$783.0M
ASGNASGN INC
$774.0M
CA8ACACI INTL INC
$763.0M
LHCGUSDLHC GROUP INC
$760.0M
PETQEURPETIQ INC
$746.0M
AWGASBURY AUTOMOTIVE GROUP INC
$740.0M
PKGPACKAGING CORP AMER
$734.0M
QA4AGENTHERM INC
$716.0M
BOINGO WIRELESS INC
$714.0M
PRGSPROGRESS SOFTWARE CORP
$696.0M
AZTABROOKS AUTOMATION INC
$694.0M
SLABSILICON LABORATORIES INC
$678.0M
PENNPENN NATL GAMING INC
$659.0M
KAMNUSDKAMAN CORP
$656.0M
AFWALIGN TECHNOLOGY INC
$628.0M
PINCPREMIER INC
$627.0M
IARTINTEGRA LIFESCIENCES HLDGS C
$604.0M
WDWALKER & DUNLOP INC
$597.0M
ANETEURARISTA NETWORKS INC
$590.0M
SHUTTERFLY INC
$588.0M
SHAKSHAKE SHACK INC
$577.0M
PLCECHILDRENS PL INC
$568.0M
BF/BBROWN FORMAN CORP
$564.0M
SIGISELECTIVE INS GROUP INC
$555.0M
GGGGRACO INC
$540.0M
AXONAXON ENTERPRISE INC
$534.0M
CALMCAL MAINE FOODS INC
$533.0M
ENVAENOVA INTL INC
$514.0M
MKTXMARKETAXESS HLDGS INC
$507.0M
BLDTOPBUILD CORP
$499.0M
CPSCOOPER STD HLDGS INC
$497.0M
HGVHILTON GRAND VACATIONS INC
$472.0M
AMWDAMERICAN WOODMARK CORPORATIO
$468.0M
KFYKORN FERRY INTL
$463.0M
SEDGSOLAREDGE TECHNOLOGIES INC
$456.0M
S9QSPIRIT AEROSYSTEMS HLDGS INC
$433.0M
GISGENERAL MLS INC
$428.0M
PGTIUSDPGT INNOVATIONS INC
$387.0M
COHREURCOHERENT INC
$370.0M
ESGRENSTAR GROUP LIMITED
$352.0M
LYDALL INC DEL
$317.0M
CABOT MICROELECTRONICS CORP
$301.0M
NVROEURNEVRO CORP
$276.0M
AKORN INC
$268.0M
KYNKAYNE ANDERSON MDSTM ENERGY
$109.0M
USALIBERTY ALL STAR EQUITY FD
$70.0M
XBGYXBLACKROCK ENHANCED INTL DIV
$60.0M
XNROXNEUBERGER BERMAN RE ES SEC F
$58.0M
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