Villanova Investment Management Co LLC
WAYNE PA · SEC CIK 0001872130
$1.05亿2026Q2 申报市值
56持仓数
31.4%前十大占比 · 第一大 4.1%
3 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BLKB 新建仓+$135.13万
SFNC 新建仓+$133.34万
DFIN 加仓+$103.88万
BCO 加仓+$87.21万
ASO 加仓+$79.84万
2026Q2 卖出最多 按季末市值估算
NATL 减仓-$211.23万
AIR LEASE CORP 清仓-$117.66万
WKC 减仓-$96.32万
EXTR 清仓-$72.71万
WTTR 减仓-$70.83万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EEFT | EURONET WORLDWIDE INC | $427.09万 | 4.05% | 58,354 | 8,730 | 17.6% | $63.89万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $425.09万 | 4.03% | 81,606 | -10,650 | -11.5% | -$55.48万 | 减仓 |
| VYX | NCR VOYIX CORPORATION | $382.61万 | 3.63% | 468,310 | 67,980 | 17.0% | $55.54万 | 加仓 |
| CARS | CARS COM INC | $352.09万 | 3.34% | 321,836 | 16,580 | 5.4% | $18.14万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $316.92万 | 3.01% | 29,497 | -2,460 | -7.7% | -$26.43万 | 减仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $306.44万 | 2.91% | 73,050 | 24,763 | 51.3% | $103.88万 | 加仓 |
| ENOV | ENOVIS CORPORATION | $278.80万 | 2.65% | 134,684 | 34,792 | 34.8% | $72.02万 | 加仓 |
| BCO | BRINKS CO | $276.34万 | 2.62% | 29,245 | 9,230 | 46.1% | $87.21万 | 加仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $273.07万 | 2.59% | 129,787 | 0 | 0.0% | — | 不变 |
| LEGH | LEGACY HOUSING CORP | $270.14万 | 2.56% | 102,833 | -330 | -0.3% | -$8,669 | 减仓 |
| NGVT | INGEVITY CORP | $266.17万 | 2.53% | 35,646 | -120 | -0.3% | -$8,960 | 减仓 |
| KOP | KOPPERS HOLDINGS INC | $250.70万 | 2.38% | 55,835 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $245.71万 | 2.33% | 56,603 | -48,660 | -46.2% | -$211.23万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $236.60万 | 2.25% | 82,873 | -310 | -0.4% | -$8,850 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $231.00万 | 2.19% | 49,014 | 16,940 | 52.8% | $79.84万 | 加仓 |
| CNMD | CONMED CORP | $230.72万 | 2.19% | 70,491 | 7,710 | 12.3% | $25.23万 | 加仓 |
| SMPL | SIMPLY GOOD FOODS CO | $218.69万 | 2.08% | 164,673 | 23,190 | 16.4% | $30.80万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $209.03万 | 1.98% | 20,721 | 0 | 0.0% | — | 不变 |
| GDOT | GREEN DOT CORP | $208.87万 | 1.98% | 154,601 | 0 | 0.0% | — | 不变 |
| VC | VISTEON CORP | $196.84万 | 1.87% | 19,841 | -2,100 | -9.6% | -$20.83万 | 减仓 |
| NX | QUANEX BLDG PRODS CORP | $191.71万 | 1.82% | 102,960 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $187.71万 | 1.78% | 23,458 | 2,640 | 12.7% | $21.13万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $187.48万 | 1.78% | 16,899 | -6,330 | -27.3% | -$70.23万 | 减仓 |
| RPAY | REPAY HLDGS CORP | $187.32万 | 1.78% | 446,012 | -39,207 | -8.1% | -$16.47万 | 减仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $181.85万 | 1.73% | 327,659 | 76,074 | 30.2% | $42.22万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $179.43万 | 1.70% | 169,110 | 23,520 | 16.2% | $24.95万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $176.40万 | 1.67% | 15,647 | -70 | -0.4% | -$7,892 | 减仓 |
| FIVN | FIVE9 INC | $172.96万 | 1.64% | 81,125 | -9,940 | -10.9% | -$21.19万 | 减仓 |
| IWN | ISHARES TR | $171.16万 | 1.62% | 7,738 | -2,600 | -25.1% | -$57.51万 | 减仓 |
| TRIP | TRIPADVISOR INC | $169.50万 | 1.61% | 123,631 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $168.35万 | 1.60% | 13,281 | 850 | 6.8% | $10.77万 | 加仓 |
| NRIM | NORTHRIM BANCORP INC | $165.22万 | 1.57% | 59,561 | 0 | 0.0% | — | 不变 |
| OI | O-I GLASS INC | $163.75万 | 1.55% | 170,041 | 31,850 | 23.0% | $30.67万 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $162.48万 | 1.54% | 34,934 | 0 | 0.0% | — | 不变 |
| VRTS | VIRTUS INVT PARTNERS INC | $161.93万 | 1.54% | 11,284 | 750 | 7.1% | $10.76万 | 加仓 |
| WKC | WORLD KINECT CORPORATION | $159.11万 | 1.51% | 48,304 | -29,240 | -37.7% | -$96.32万 | 减仓 |
| WGO | WINNEBAGO INDS INC | $153.59万 | 1.46% | 49,165 | 16,732 | 51.6% | $52.27万 | 加仓 |
| APOG | APOGEE ENTERPRISES INC | $144.53万 | 1.37% | 31,599 | -4,300 | -12.0% | -$19.67万 | 减仓 |
| BLKB | BLACKBAUD INC | $135.13万 | 1.28% | 45,620 | 45,620 | — | $135.13万 | 新建仓 |
| SFNC | SIMMONS FIRST NATL CORP | $133.34万 | 1.27% | 58,870 | 58,870 | — | $133.34万 | 新建仓 |
| MBUU | MALIBU BOATS INC | $123.78万 | 1.17% | 45,124 | 3,910 | 9.5% | $10.73万 | 加仓 |
| SLVM | SYLVAMO CORP | $122.11万 | 1.16% | 32,303 | 6,680 | 26.1% | $25.25万 | 加仓 |
| TWI | TITAN INTL INC ILL | $121.93万 | 1.16% | 158,143 | 0 | 0.0% | — | 不变 |
| KLC | KINDERCARE LEARNING COMPANIE | $118.14万 | 1.12% | 277,971 | -56,480 | -16.9% | -$24.00万 | 减仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $117.90万 | 1.12% | 402,400 | 170,780 | 73.7% | $50.04万 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $113.89万 | 1.08% | 128,687 | 0 | 0.0% | — | 不变 |
| ARRY | ARRAY TECHNOLOGIES INC | $111.22万 | 1.06% | 150,100 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $109.50万 | 1.04% | 5,062 | -2,830 | -35.9% | -$61.22万 | 减仓 |
| CASK | MGP INGREDIENTS INC NEW | $109.20万 | 1.04% | 62,326 | 5,310 | 9.3% | $9.30万 | 加仓 |
| INMD | INMODE LTD | $108.32万 | 1.03% | 74,093 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $102.14万 | 0.97% | 41,760 | -26,770 | -39.1% | -$65.48万 | 减仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $89.64万 | 0.85% | 44,866 | -35,450 | -44.1% | -$70.83万 | 减仓 |
| SSTK | SHUTTERSTOCK INC | $60.42万 | 0.57% | 43,315 | -37,352 | -46.3% | -$52.11万 | 减仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $60.09万 | 0.57% | 41,582 | -31,200 | -42.9% | -$45.08万 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $57.44万 | 0.55% | 9,268 | 9,268 | — | $57.44万 | 新建仓 |
| — | DMC GLOBAL INC | $56.56万 | 0.54% | 97,354 | -13,104 | -11.9% | -$7.61万 | 减仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -18,118 | -100.0% | -$117.66万 | 清仓 |
| EXTR | EXTREME NETWORKS INC | $0 | 0.00% | 0 | -48,219 | -100.0% | -$72.71万 | 清仓 |
| PHIN | PHINIA INC | $0 | 0.00% | 0 | -6,055 | -100.0% | -$41.44万 | 清仓 |