account_balance
Investment manager · 13F filer · SEC CIK 1540826
Eulav Asset Management
Follow Eulav Asset Management
Email when they file new holdings (about 4 times a year) or take a 5%+ stake in a company. Free.
Reported value$2.77Bas of Sep 30, 2026
Positions151 16 new, 17 sold out
Top 10 weight23.7%CACI alone is 4%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CACICaci International Inc
3.6%Trimmed −8%
WWDWoodward, Inc.
2.7%Trimmed −19%
AMDAdvanced Micro Devices Inc
2.7%Trimmed −9%
RBCRBC Bearings INC
2.4%Trimmed −3%
CTASCintas Corp
2.3%Trimmed −6%
TDYTeledyne Technologies Inc
2.0%Trimmed −26%
NVDANVIDIA Corp
2.0%
MUMicron Technology Inc
2.0%Trimmed −3%
WRBW. R. Berkley Corp
2.0%Trimmed −10%
HEIHEICO Corp
2.0%Trimmed −29%
MSIMotorola Solutions, Inc.
1.9%Trimmed −7%
WCNWaste Connections, Inc.
1.8%Trimmed −6%
CACICaci International Inc
3.6%−8%
WWDWoodward, Inc.
2.7%
AMDAdvanced Micro Devices Inc
2.7%
RBCRBC Bearings INC
2.4%−3%
CTASCintas Corp
2.3%−6%
TDYTeledyne Technologies Inc
2.0%−26%
NVDANVIDIA Corp
2.0%
MUMicron Technology Inc
2.0%
WRBW. R. Berkley Corp
2.0%
HEIHEICO Corp
2.0%
MSIMotorola Solutions, Inc.
1.9%
WCNWaste Connections, Inc.
1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CACI Caci International Inc 3.6% Trimmed −8%WWD Woodward, Inc. 2.7% Trimmed −19%AMD Advanced Micro Devices Inc 2.7% Trimmed −9%RBC RBC Bearings INC 2.4% Trimmed −3%CTAS Cintas Corp 2.3% Trimmed −6%TDY Teledyne Technologies Inc 2.0% Trimmed −26%NVDA NVIDIA Corp 2.0% HeldMU Micron Technology Inc 2.0% Trimmed −3%WRB W. R. Berkley Corp 2.0% Trimmed −10%HEI HEICO Corp 2.0% Trimmed −29%MSI Motorola Solutions, Inc. 1.9% Trimmed −7%WCN Waste Connections, Inc. 1.8% Trimmed −6%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.