Fund HoldingsVillanova Investment Management Co LLC

Total Portfolio Value
$112.25M
Total Bought
$26.95M
Total Sold
$5.16M
Net Transaction
+$21.79M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
CARS.COM, INC0224,464+224,46403,8903.47%+3,890
NCR VOYIX CORPORATION0233,120+233,12003,2262.87%+3,226
SHUTTERSTOCK INC074,777+74,77702,2692.02%+2,269
ZOOMINFO TECHNOLOGIES INC(GTM)0144,330+144,33001,5171.35%+1,517
AXIS CAP HLDGS LTD
SHS
65,48972,486+6,9975,2146,4245.72%+1,210
DENTSPLY SIRONA INC(XRAY)061,800+61,80001,1731.04%+1,173
BANK OZK LITTLE ROCK ARK(OZK)75,68491,027+15,3433,2544,0533.61%+800
NCR ATLEOS CORPORATION(NATL)84,35893,598+9,2402,4073,1752.83%+768
AIR LEASE CORP
CL A
93,422103,576+10,1544,2314,9934.45%+762
INTERNATIONAL MNY EXPRESS IN131,939152,668+20,7292,4403,1802.83%+741
SELECT WATER SOLUTIONS INC(WTTR)182,146201,680+19,5342,0272,6702.38%+643
KOPPERS HOLDINGS INC(KOP)28,99449,729+20,7351,0591,6111.44%+552
GREEN DOT CORP142,127207,251+65,1241,6642,2051.96%+541
PINNACLE FINL PARTNERS INC22,27623,247+9712,1822,6592.37%+477
SUPERNUS PHARMACEUTICALS INC(SUPN)51,53657,032+5,4961,6072,0621.84%+455
REVELYST INC023,325+23,32504490.40%+449
EURONET WORLDWIDE INC(EEFT)30,36733,628+3,2613,0133,4583.08%+445
ALLISON TRANSMISSION HLDGS I(ALSN)18,63020,645+2,0151,7902,2311.99%+441
INGEVITY CORP(NGVT)48,45957,104+8,6451,8902,3272.07%+437
REPAY HLDGS CORP281,439355,477+74,0382,2972,7122.42%+416
SOLARWINDS CORP149,709165,899+16,1901,9542,3642.11%+410
VIRTUS INVT PARTNERS INC(VRTS)10,33211,436+1,1042,1642,5232.25%+359
HOME BANCSHARES INC(HOMB)81,51690,228+8,7122,2082,5532.27%+345
FEDERATED HERMES INC(FHI)36,50540,408+3,9031,3421,6611.48%+319
TITAN INTL INC ILL136,540209,548+73,0081,1101,4231.27%+313
INTEGRA LIFESCIENCES HLDGS C(IART)39,00743,224+4,2177099800.87%+272
PHINIA INC(PHIN)35,72739,547+3,8201,6451,9051.70%+260
HEIDRICK & STRUGGLES INTL IN24,86027,522+2,6629661,2201.09%+253
CONSOL ENERGY INC NEW17,57619,473+1,8971,8392,0771.85%+238
JANUS INTERNATIONAL GROUP IN64,760120,338+55,5786558840.79%+230
BRIDGEWATER BANCSHARES INC139,254162,703+23,4491,9732,1981.96%+225
EXTREME NETWORKS(EXTR)86,24985,425-8241,2961,4301.27%+134
INMODE LTD(INMD)82,98491,956+8,9721,4071,5361.37%+129
MALIBU BOATS INC40,30844,629+4,3211,5641,6781.49%+113
LEGACY HOUSING CORP82,62195,997+13,3762,2602,3692.11%+110
HELEN OF TROY LTD19,96822,123+2,1551,2351,3241.18%+89
NORTHRIM BANCORP INC15,85615,605-2511,1291,2161.08%+87
DXC TECHNOLOGY CO(DXC)63,02769,807+6,7801,3081,3951.24%+87
OPEN LENDING CORP155,898172,684+16,7869541,0310.92%+77
PHIBRO ANIMAL HEALTH CORP(PAHC)85,58894,644+9,0561,9271,9881.77%+60
WESCO INTL INC(WCC)4,7544,701-537998510.76%+52
STAGWELL INC(STGW)129,585143,649+14,0649109450.84%+36
O-I GLASS INC(OI)109,272132,373+23,1011,4341,4351.28%+1
FIRSTCASH HOLDINGS INC(FCFS)14,49316,028+1,5351,6641,6611.48%-3
SPORTSMANS WHSE HLDGS INC234,031234,505+4746346260.56%-8
MGP INGREDIENTS INC NEW22,73047,696+24,9661,8921,8781.67%-14
WINNEBAGO INDS INC(WGO)23,81726,416+2,5991,3841,2621.12%-122
MUELLER INDS INC(MLI)26,99123,464-3,5272,0001,8621.66%-138
ARRAY TECHNOLOGIES INC(ARRY)186,452179,624-6,8281,2311,0850.97%-146
BRINKS CO(BCO)14,07515,647+1,5721,6281,4521.29%-176
HARLEY DAVIDSON INC(HOG)37,51341,544+4,0311,4451,2521.12%-194
MATIV HOLDINGS INC57,31563,502+6,1879746920.62%-282
INNOVATIVE INDL PPTYS INC(IIPR)9,32113,236+3,9151,2558820.79%-373
WORLD KINECT CORPORATION(WKC)88,62984,869-3,7602,7402,3352.08%-405
EVERI HLDGS INC175,133132,753-42,3802,3011,7931.60%-508
DMC GLOBAL INC132,939147,297+14,3581,7261,0830.96%-643
ACI WORLDWIDE INC36,26521,532-14,7331,8461,1181.00%-728
ORGANOGENESIS HLDGS INC265,7340-265,7347600-760
ENVISTA HOLDINGS CORPORATION(NVST)53,9410-53,9411,0660-1,066
VISTA OUTDOOR INC29,1400-29,1401,1420-1,142
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