EULAV Asset Management

CIK

1540826

City

SARASOTA

State / Country

Stock

ENSG — Ensign Group, Inc

Top Portfolio Positions

133 positions · $3,124,193,455 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
WCN	Waste Connections, Inc. Industrials	590,713	$95,955,419	3.07%
CACI	Caci International Inc /De/ Technology	176,203	$95,831,525	3.07%
CASY	Caseys General Stores Inc Consumer Cyclical	131,049	$95,385,325	3.05%
WWD	Woodward, Inc. Industrials	255,011	$91,273,537	2.92%
HEI	Heico Corp Industrials	322,697	$88,483,517	2.83%
MSCI	MSCI Inc. Financial Services	158,984	$85,693,965	2.74%
WRB	Berkley W R Corp Financial Services	1,230,464	$81,555,153	2.61%
TDY	Teledyne Technologies Inc Technology	123,900	$74,960,739	2.40%
TYL	Tyler Technologies Inc Technology	206,082	$70,558,355	2.26%
CDNS	Cadence Design Systems Inc Technology	244,300	$67,883,641	2.17%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$37,841,700	187,800	+15.9%	Shares	Sole	2026-05-07
2025-12-31	$28,237,820	162,100	+1.9%	Shares	Sole	2026-02-11
2025-09-30	$27,487,707	159,100	+4.9%	Shares	Sole	2025-10-28
2025-06-30	$23,401,242	151,700	0.0%	Shares	Sole	2025-08-12
2025-03-31	$19,629,980	151,700	0.0%	Shares	Sole	2025-04-30
2024-12-31	$20,154,862	151,700	0.0%	Shares	Sole	2025-01-28
2024-09-30	$21,817,494	151,700	+19.7%	Shares	Sole	2024-11-08
2024-06-30	$15,671,523	126,700	+37.0%	Shares	Sole	2024-08-13
2024-03-31	$11,508,850	92,500	+20.9%	Shares	Sole	2024-05-30
2023-12-31	$8,584,065	76,500	0.0%	Shares	Sole	2024-02-14
2023-09-30	$7,109,145	76,500	0.0%	Shares	Sole	2023-11-14
2023-06-30	$7,302,690	76,500	0.0%	Shares	Sole	2023-08-10
2023-03-31	$7,308,810	76,500	+7.3%	Shares	Sole	2023-04-27
2022-12-31	$6,745,693	71,300	0.0%	Shares	Sole	2023-02-14
2022-09-30	$5,668,350	71,300	0.0%	Shares	Sole	2022-11-04
2022-06-30	$5,238,411	71,300	0.0%	Shares	Sole	2022-07-22
2022-03-31	$6,417,713	71,300	0.0%	Shares	Sole	2022-05-10
2021-12-31	$5,986,348	71,300	0.0%	Shares	Sole	2022-02-11
2021-09-30	$5,339,657	71,300	0.0%	Shares	Sole	2021-11-15
2021-06-30	$6,179,571	71,300	0.0%	Shares	Sole	2021-08-06
2021-03-31	$6,690,792	71,300	0.0%	Shares	Sole	2021-04-30
2020-12-31	$5,199,196	71,300	0.0%	Shares	Sole	2021-02-16
2020-09-30	$4,068,378	71,300	0.0%	Shares	Sole	2020-11-05
2020-06-30	$2,983,905	71,300	0.0%	Shares	Sole	2020-08-11
2020-03-31	$2,681,593	71,300	—	Shares	Sole	2020-04-27
No 13F history on record for this holder in this stock.