Villanova Investment Management Co LLC 13F Holdings

CIK 0001872130

As of Sep 30, 2025, Villanova Investment Management Co LLC reported 57 positions worth 44.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AIR LEASE CORPALIndustrials131,138$8.3M5.78%
NCR ATLEOS CORPNATLTechnology171,310$6.7M4.67%
BANK OF THE OZARKS INCOZKFinancial Services125,780$6.4M4.44%
EURONET WORLDWIDE INCEEFTTechnology57,205$5.0M3.48%
CARSCOM INCCARSConsumer Cyclical367,070$4.5M3.11%
AXIS CAPITAL HOLDINGS LTDAXSFinancial Services46,520$4.5M3.09%
NCR VOYIX CORPVYXTechnology311,729$3.9M2.71%
LEGACY HOUSING CORPLEGHConsumer Cyclical126,671$3.5M2.41%
INGEVITY CORPNGVTBasic Materials61,687$3.4M2.36%
BRIDGEWATER BANCSHARES INCBWBFinancial Services186,653$3.3M2.28%
HOME BANCSHARES INCHOMBFinancial Services113,625$3.2M2.23%
INTERNATIONAL MONEY EXPRESS INCIMXITechnology228,944$3.2M2.22%
REPAY HOLDINGS CORPRPAYTechnology595,148$3.1M2.16%
ZOOMINFO TECHNOLOGIES INCGTMTechnology269,650$2.9M2.04%
WORLD KINECT CORPWKCEnergy106,868$2.8M1.92%
CONMED CORPCNMDHealthcare58,749$2.8M1.91%
VIRTUS INVESTMENT PARTNERS INCVRTSFinancial Services14,393$2.7M1.89%
BRINKS COBCOIndustrials23,345$2.7M1.89%
GREEN DOT CORPGDOTFinancial Services200,112$2.7M1.86%
PINNACLE FINANCIAL PARTNERS INCPNFPFinancial Services28,393$2.7M1.84%
PHINIA INCPHINConsumer Cyclical45,966$2.6M1.83%
SUPERNUS PHARMACEUTICALS INCSUPNHealthcare54,868$2.6M1.82%
CORE NATURAL RESOURCES INCCNRBasic Materials30,048$2.5M1.74%
SELECT WATER SOLUTIONS INCWTTRBasic Materials233,646$2.5M1.73%
SHUTTERSTOCK INCSSTKCommunication Services111,209$2.3M1.61%