Villanova Investment Management Co. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 55 separate positions held by the firm, managed by Chief Compliance Officer Donald O'Hara. The firm's principal place of business is located at 200 Eagle Road, Suite 230, in Wayne, Pennsylvania.
The information table provided in the filing details a portfolio consisting of common stock positions across various sectors. Notable entries include significant stakes in NCR Voyix Corporation, where the firm holds 498,700 shares; Janus International Group with 401,369 shares; and Repay Holdings Corp Class A with 475,212 shares. Other disclosed holdings include Array Technologies Inc with 306,040 shares, Enovis Corporation with 148,424 shares, and Green Dot Corp Class A with 154,601 shares.
The filing also lists a variety of other positions, including shares in Blackbaud Inc, Donnelley Financial Solutions Inc, Five9 Inc, and Titian International Inc. Additionally, the report includes holdings in Simply Good Foods Co with 195,983 shares and SiteOne Landscape Supply Inc with 11,400 shares.