Fund HoldingsVillanova Investment Management Co LLC

Total Portfolio Value
$105.38M
Total Bought
$11.91M
Total Sold
$10.06M
Net Transaction
+$1.85M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
BLACKBAUD INC(BLKB)045,620+45,62001,3511.28%+1,351
SIMMONS FIRST NATL CORP(SFNC)058,870+58,87001,3331.27%+1,333
NCR VOYIX CORPORATION400,330468,310+67,9802,5343,8263.63%+1,292
CARS COM INC305,256321,836+16,5802,4793,5213.34%+1,042
EURONET WORLDWIDE INC(EEFT)49,62458,354+8,7303,2944,2714.05%+977
DONNELLEY FINL SOLUTIONS INC(DFIN)48,28773,050+24,7632,2763,0642.91%+788
BRINKS CO(BCO)20,01529,245+9,2302,0742,7632.62%+689
REPAY HLDGS CORP(RPAY)485,219446,012-39,2071,2621,8731.78%+612
LEGACY HOUSING CORP(LEGH)103,163102,833-3302,1082,7012.56%+594
INNOVATIVE INDL PPTYS INC(IIPR)09,268+9,26805740.55%+574
WINNEBAGO INDS INC(WGO)32,43349,165+16,7321,0051,5361.46%+531
JANUS INTERNATIONAL GROUP IN(JBI)251,585327,659+76,0741,2961,8191.73%+523
ENOVIS CORPORATION(ENOV)99,892134,684+34,7922,2732,7882.65%+515
ACADEMY SPORTS & OUTDOORS IN(ASO)32,07449,014+16,9401,8112,3102.19%+499
KINDERCARE LEARNING COMPANIE(KLC)334,451277,971-56,4807361,1811.12%+446
BRIDGEWATER BANCSHARES INC(BWB)129,787129,78702,2972,7312.59%+433
TRIPADVISOR INC(TRIP)123,631123,63101,3181,6951.61%+377
GREEN DOT CORP(GDOT)154,601154,60101,7352,0891.98%+354
FIVE9 INC(FIVN)91,06581,125-9,9401,3811,7301.64%+348
KOPPERS HOLDINGS INC(KOP)55,83555,83502,1602,5072.38%+347
PINNACLE FINL PARTNERS INC(PNFP)20,72120,72101,7852,0901.98%+305
NORTHRIM BANCORP INC(NRIM)59,56159,56101,3631,6521.57%+289
APOGEE ENTERPRISES INC35,89931,599-4,3001,2041,4451.37%+241
VIRTUS INVT PARTNERS INC(VRTS)10,53411,284+7501,4151,6191.54%+204
TELEFLEX INCORPORATED(TFX)12,43113,281+8501,4871,6841.60%+197
O-I GLASS INC(OI)138,191170,041+31,8501,4521,6371.55%+185
MALIBU BOATS INC(MBUU)41,21445,124+3,9101,0681,2381.17%+169
SIMPLY GOOD FOODS CO(SMPL)141,483164,673+23,1902,0302,1872.08%+157
SYLVAMO CORP(SLVM)25,62332,303+6,6801,0821,2211.16%+139
TITAN INTL INC ILL(TWI)158,143158,14301,0931,2191.16%+127
HOME BANCSHARES INC(HOMB)83,18382,873-3102,2402,3662.25%+126
INGEVITY CORP(NGVT)35,76635,646-1202,5482,6622.53%+114
LANTHEUS HLDGS INC(LNTH)23,22916,899-6,3301,7621,8751.78%+113
DENTSPLY SIRONA INC(XRAY)145,590169,110+23,5201,6891,7941.70%+105
CONMED CORP(CNMD)62,78170,491+7,7102,2202,3072.19%+87
INMODE LTD(INMD)74,09374,09301,0141,0831.03%+70
QUANEX BLDG PRODS CORP(NX)102,960102,96001,8501,9171.82%+67
MGP INGREDIENTS INC NEW(MGPI)57,01662,326+5,3101,0491,0921.04%+43
ARRAY TECHNOLOGIES INC(ARRY)150,100150,10001,0851,1121.06%+27
BANK OZK LITTLE ROCK ARK(OZK)92,25681,606-10,6504,2344,2514.03%+17
DMC GLOBAL INC(BOOM)110,45897,354-13,1045755660.54%-10
VISTEON CORP(VC)21,94119,841-2,1001,9991,9681.87%-31
AXIS CAP HLDGS LTD
SHS
31,95729,497-2,4603,2413,1693.01%-72
ALLISON TRANSMISSION HLDGS I(ALSN)15,71715,647-701,8401,7641.67%-76
SUPERNUS PHARMACEUTICALS(SUPN)34,93434,93401,8061,6251.54%-181
WORLD KINECT CORPORATION(WKC)77,54448,304-29,2401,7891,5911.51%-198
ZOOMINFO TECHNOLOGIES INC(GTM)231,620402,400+170,7801,3851,1791.12%-206
ISHARES TR10,3387,738-2,6001,9601,7121.62%-248
CORE NATURAL RESOURCES INC(CNR)20,81823,458+2,6402,1801,8771.78%-303
SELECT WATER SOLUTIONS INC(WTTR)80,31644,866-35,4501,2298960.85%-332
HARLEY DAVIDSON INC(HOG)68,53041,760-26,7701,3861,0210.97%-364
FIRSTCASH HOLDINGS INC(FCFS)7,8925,062-2,8301,4841,0951.04%-389
PHINIA INC(PHIN)6,0550-6,0554140-414
DXC TECHNOLOGY CO(DXC)128,687128,68701,6181,1391.08%-479
INTERNATIONAL MONEY EXPRESS(IMXI)72,78241,582-31,2001,1506010.57%-549
EXTREME NETWORKS INC(EXTR)48,2190-48,2197270-727
SHUTTERSTOCK INC(SSTK)80,66743,315-37,3521,3406040.57%-736
AIR LEASE CORP
CL A
18,1180-18,1181,1770-1,177
NCR ATLEOS CORPORATION(NATL)105,26356,603-48,6604,5872,4572.33%-2,130
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Villanova Investment Management Co LLC — 13F Holdings — Q2 2026 | TickerTrail