VILLERE ST DENIS J & CO LLC Q3 2021 Filing

Filed October 19, 2021

Portfolio Value

$1.7B

Holdings

64

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (64 positions)

#StockSharesValue% PortfolioType
1
ROPROPER TECHNOLOGIES INC
182,295$81.3M4.73%
2
LGNDLIGAND PHARMACEUTICALS INC
564,349$78.6M4.58%
3
SYKSTRYKER CORPORATION
297,851$78.5M4.57%
4
FHBFIRST HAWAIIAN INC
2,597,629$76.2M4.44%
5
EEFTEURONET WORLDWIDE INC
597,213$76.0M4.42%
6
STESTERIS PLC
364,135$74.4M4.33%
7
PLMRPALOMAR HLDGS INC
918,251$74.2M4.32%
8
ONON SEMICONDUCTOR CORP
1,603,778$73.4M4.27%
9
TFXTELEFLEX INCORPORATED
192,087$72.3M4.21%
10
CZRCAESARS ENTERTAINMENT INC NE
644,195$72.3M4.21%
11
POOLPOOL CORP
162,007$70.4M4.10%
12
LPROOPEN LENDING CORP
1,935,924$69.8M4.06%
13
0VVBVIACOMCBS INC
1,730,475$68.4M3.98%
14
PGRPROGRESSIVE CORP
740,109$66.9M3.89%
15
VVISA INC
299,390$66.7M3.88%
16
FCXFREEPORT-MCMORAN INC
1,954,370$63.6M3.70%
17
KRNYKEARNY FINL CORP MD
3,813,069$47.4M2.76%
18
EHTHEHEALTH INC
1,122,243$45.5M2.65%
19
TTECTTEC HLDGS INC
429,923$40.2M2.34%
20
EBIXEUREBIX INC
1,405,088$37.8M2.20%
21
JBHTHUNT J B TRANS SVCS INC
208,044$34.8M2.02%
22
PAYAUSDPAYA HOLDINGS INC
2,968,187$32.3M1.88%
23
PRCHPORCH GROUP INC
1,700,978$30.1M1.75%
24
JPMJPMORGAN CHASE & CO
156,807$25.7M1.49%
25
ABTABBOTT LABS
197,915$23.4M1.36%
26
CVSCVS HEALTH CORP
252,490$21.4M1.25%
27
MCHPMICROCHIP TECHNOLOGY INC.
136,480$20.9M1.22%
28
CVXCHEVRON CORP NEW
174,388$17.7M1.03%
29
LEGLEGGETT & PLATT INC
381,223$17.1M1.00%
30
LMTLOCKHEED MARTIN CORP
47,830$16.5M0.96%
31
PEPPEPSICO INC
108,593$16.3M0.95%
32
MDLZMONDELEZ INTL INC
263,070$15.3M0.89%
33
REYNREYNOLDS CONSUMER PRODS INC
546,315$14.9M0.87%
34
ABMDEURABIOMED INC
36,126$11.8M0.68%
35
PFEPFIZER INC
251,785$10.8M0.63%
36
JNJJOHNSON & JOHNSON
59,790$9.7M0.56%
37
CLCOLGATE PALMOLIVE CO
123,532$9.3M0.54%
38
MSFTMICROSOFT CORP
32,880$9.3M0.54%
39
BACVERIZON COMMUNICATIONS INC
160,434$8.7M0.50%
40
NWLNEWELL BRANDS INC
372,605$8.2M0.48%
41
AAPLAPPLE INC
52,940$7.5M0.44%
42
OMCLOMNICELL COM
46,924$7.0M0.41%
43
CLGNCOLLPLANT BIOTECHNOLOGIES LT
248,150$4.2M0.24%
44
FT2FIRST HORIZON CORPORATION
140,155$2.3M0.13%
45
STTKSHATTUCK LABS INC
106,263$2.2M0.13%
46
AXONAXON ENTERPRISE INC
6,470$1.1M0.07%
47
NSCNORFOLK SOUTHN CORP
2,205$527K0.03%
48
TRVTRAVELERS COMPANIES INC
3,433$521K0.03%
49
AMZNAMAZON COM INC
129$423K0.02%
50
SLBSCHLUMBERGER LTD
13,410$397K0.02%
51
TMOTHERMO FISHER SCIENTIFIC INC
650$371K0.02%
52
HDHOME DEPOT INC
1,125$369K0.02%
53
2U INC
11,000$369K0.02%
54
ADXADAMS DIVERSIFIED EQUITY FD
16,697$330K0.02%
55
XOMEXXON MOBIL CORP
5,364$315K0.02%
56
OSWONESPAWORLD HOLDINGS LIMITED
30,000$299K0.02%
57
PGPROCTER AND GAMBLE CO
2,000$279K0.02%
58
LIESUN LIFE FINANCIAL INC.
5,407$278K0.02%
59
LINLINDE PLC
762$223K0.01%
60
HONHONEYWELL INTL INC
1,000$212K0.01%
61
UTIUNIVERSAL TECHNICAL INST INC
30,000$202K0.01%
62
TAT&T INC
7,477$201K0.01%
63
PROSHARES TR
12,500$107K0.01%
64
PROSHARES TR
10,400$100K0.01%