# EDGAR Filing Document

**Accession Number:** 0001872130
**File Stem:** 0001872130-25-000014
**Filing Date:** 2025-11
**Character Count:** 9591
**Document Hash:** 67298fc8997eeea2cb3cc98081e8c727
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001872130-25-000014.hdr.sgml**: 20251110

**ACCESSION NUMBER**: 0001872130-25-000014

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251110

**DATE AS OF CHANGE**: 20251110

**EFFECTIVENESS DATE**: 20251110

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Villanova Investment Management Co LLC
- **CENTRAL INDEX KEY:** 0001872130

**ORGANIZATION NAME:**
- **EIN:** 813973809
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24373
- **FILM NUMBER:** 251465472

**BUSINESS ADDRESS:**
- **STREET 1:** 200 EAGLE ROAD
- **STREET 2:** SUITE 230
- **CITY:** WAYNE
- **STATE:** PA
- **ZIP:** 19087
- **BUSINESS PHONE:** 484-441-6544

**MAIL ADDRESS:**
- **STREET 1:** 200 EAGLE ROAD
- **STREET 2:** SUITE 230
- **CITY:** WAYNE
- **STATE:** PA
- **ZIP:** 19087

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Villanova Investment Management Co LLC<br>**Address:** 200 EAGLE ROAD<br>SUITE 230<br>WAYNE, PA 19087

**Form 13F File Number:** 028-24373

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Donald O'Hara<br>**Title:** Chief Compliance Officer<br>**Phone:** 4844416544

**Signature, Place, and Date of Signing:**

Donald O'Hara  Wayne, MO  11-10-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 57

**Form 13F Information Table Value Total:** $144336374

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| MUELLER INDS INC | COM | 624756102 |  | 889971 | 8802 | SH |  | SOLE |  | 6447 | 0 | 2355 |
| VISTEON CORP | COM NEW | 92839U206 |  | 1306355 | 10899 | SH |  | SOLE |  | 7889 | 0 | 3010 |
| FIRSTCASH HOLDINGS INC | COM | 33768G107 |  | 2016529 | 12729 | SH |  | SOLE |  | 9342 | 0 | 3387 |
| VIRTUS INVT PARTNERS INC | COM | 92828Q109 |  | 2735102 | 14393 | SH |  | SOLE |  | 10457 | 0 | 3936 |
| BRINKS CO | COM | 109696104 |  | 2728097 | 23345 | SH |  | SOLE |  | 16664 | 0 | 6681 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 |  | 2205437 | 25983 | SH |  | SOLE |  | 18799 | 0 | 7184 |
| PINNACLE FINL PARTNERS INC | COM | 72346Q104 |  | 2662979 | 28393 | SH |  | SOLE |  | 20567 | 0 | 7826 |
| CORE NATURAL RESOURCES INC | COM SHS | 218937100 |  | 2508407 | 30048 | SH |  | SOLE |  | 21786 | 0 | 8262 |
| PHIBRO ANIMAL HEALTH CORP | CL A COM | 71742Q106 |  | 1328261 | 32829 | SH |  | SOLE |  | 23548 | 0 | 9281 |
| HEIDRICK  STRUGGLES INTL IN | COM | 422819102 |  | 1724829 | 34656 | SH |  | SOLE |  | 25169 | 0 | 9487 |
| ACADEMY SPORTS  OUTDOORS IN | COM | 00402L107 |  | 1962286 | 39230 | SH |  | SOLE |  | 28500 | 0 | 10730 |
| WINNEBAGO INDS INC | COM | 974637100 |  | 1361710 | 40721 | SH |  | SOLE |  | 29381 | 0 | 11340 |
| EXTREME NETWORKS | COM | 30226D106 |  | 843037 | 40825 | SH |  | SOLE |  | 29410 | 0 | 11415 |
| NORTHRIM BANCORP INC | COM | 666762109 |  | 1018886 | 47040 | SH |  | SOLE |  | 30576 | 0 | 16464 |
| APOGEE ENTERPRISES INC | COM | 037598109 |  | 1961741 | 45025 | SH |  | SOLE |  | 32715 | 0 | 12310 |
| ASPEN INSURANCE HOLDINGS LTD | ORD SHS CL A | G05384501 |  | 1663698 | 45320 | SH |  | SOLE |  | 32840 | 0 | 12480 |
| PHINIA INC | COMMON STOCK | 71880K101 |  | 2642126 | 45966 | SH |  | SOLE |  | 33393 | 0 | 12573 |
| AXIS CAP HLDGS LTD | SHS | G0692U109 |  | 4456616 | 46520 | SH |  | SOLE |  | 33833 | 0 | 12687 |
| HELEN OF TROY LTD | COM | G4388N106 |  | 1357120 | 53854 | SH |  | SOLE |  | 39029 | 0 | 14825 |
| SUPERNUS PHARMACEUTICALS INC | COM | 868459108 |  | 2622142 | 54868 | SH |  | SOLE |  | 39762 | 0 | 15106 |
| MALIBU BOATS INC | COM CL A | 56117J100 |  | 1827357 | 56313 | SH |  | SOLE |  | 40911 | 0 | 15402 |
| EURONET WORLDWIDE INC | COM | 298736109 |  | 5023172 | 57205 | SH |  | SOLE |  | 41471 | 0 | 15734 |
| CONMED CORP | COM | 207410101 |  | 2762964 | 58749 | SH |  | SOLE |  | 42569 | 0 | 16180 |
| INGEVITY CORP | COM | 45688C107 |  | 3404506 | 61687 | SH |  | SOLE |  | 44793 | 0 | 16894 |
| KOPPERS HOLDINGS INC | COM | 50060P106 |  | 2006620 | 71665 | SH |  | SOLE |  | 51928 | 0 | 19737 |
| MGP INGREDIENTS INC NEW | COM | 55303J106 |  | 1773731 | 73325 | SH |  | SOLE |  | 53161 | 0 | 20164 |
| FIVE9 INC | COM | 338307101 |  | 1875500 | 77500 | SH |  | SOLE |  | 56156 | 0 | 21344 |
| HARLEY DAVIDSON INC | COM | 412822108 |  | 2209429 | 79191 | SH |  | SOLE |  | 57450 | 0 | 21741 |
| INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 |  | 1195924 | 83456 | SH |  | SOLE |  | 60490 | 0 | 22966 |
| INMODE LTD | SHS | M5425M103 |  | 1515539 | 101714 | SH |  | SOLE |  | 73552 | 0 | 28162 |
| WORLD KINECT CORPORATION | COM | 981475106 |  | 2773226 | 106868 | SH |  | SOLE |  | 76979 | 0 | 29889 |
| SHUTTERSTOCK INC | COM | 825690100 |  | 2318708 | 111209 | SH |  | SOLE |  | 80739 | 0 | 30470 |
| HOME BANCSHARES INC | COM | 436893200 |  | 3215587 | 113625 | SH |  | SOLE |  | 82573 | 0 | 31052 |
| TREEHOUSE FOODS INC | COM | 89469A104 |  | 2315825 | 114588 | SH |  | SOLE |  | 83020 | 0 | 31568 |
| BANK OZK LITTLE ROCK ARK | COM | 06417N103 |  | 6412264 | 125780 | SH |  | SOLE |  | 91582 | 0 | 34198 |
| LEGACY HOUSING CORP | COM | 52472M101 |  | 3484720 | 126671 | SH |  | SOLE |  | 92550 | 0 | 34121 |
| TRIPADVISOR INC | COM | 896945201 |  | 2099800 | 129139 | SH |  | SOLE |  | 93889 | 0 | 35250 |
| AIR LEASE CORP | CL A | 00912X302 |  | 8346935 | 131138 | SH |  | SOLE |  | 94948 | 0 | 36190 |
| OPEN LENDING CORP | COM | 68373J104 |  | 335122 | 158825 | SH |  | SOLE |  | 98983 | 0 | 59842 |
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 |  | 1401244 | 141970 | SH |  | SOLE |  | 103172 | 0 | 38798 |
| QUANEX BLDG PRODS CORP | COM | 747619104 |  | 2048519 | 144059 | SH |  | SOLE |  | 104579 | 0 | 39480 |
| DENTSPLY SIRONA INC | COM | 24906P109 |  | 1940466 | 152913 | SH |  | SOLE |  | 110943 | 0 | 41970 |
| DXC TECHNOLOGY CO | COM | 23355L106 |  | 2258655 | 165712 | SH |  | SOLE |  | 120184 | 0 | 45528 |
| O-I GLASS INC | COM | 67098H104 |  | 2160969 | 166613 | SH |  | SOLE |  | 120562 | 0 | 46051 |
| NCR ATLEOS CORPORATION | COM SHS | 63001N106 |  | 6734197 | 171310 | SH |  | SOLE |  | 124482 | 0 | 46828 |
| BRIDGEWATER BANCSHARES INC | COM | 108621103 |  | 3285092 | 186653 | SH |  | SOLE |  | 128784 | 0 | 57869 |
| DMC GLOBAL INC | COM | 23291C103 |  | 1566106 | 185338 | SH |  | SOLE |  | 134145 | 0 | 51193 |
| GREEN DOT CORP | CL A | 39304D102 |  | 2687504 | 200112 | SH |  | SOLE |  | 144348 | 0 | 55764 |
| TITAN INTL INC ILL | COM | 88830M102 |  | 1611528 | 213165 | SH |  | SOLE |  | 153408 | 0 | 59757 |
| INTERNATIONAL MNY EXPRESS IN | COM | 46005L101 |  | 3198348 | 228944 | SH |  | SOLE |  | 166201 | 0 | 62743 |
| SELECT WATER SOLUTIONS INC | CL A COM | 81617J301 |  | 2497675 | 233646 | SH |  | SOLE |  | 169675 | 0 | 63971 |
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 |  | 1932880 | 237163 | SH |  | SOLE |  | 171779 | 0 | 65384 |
| KINDERCARE LEARNING COMPANIE | COM | 49456W105 |  | 1668632 | 251300 | SH |  | SOLE |  | 182080 | 0 | 69220 |
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 |  | 2941882 | 269650 | SH |  | SOLE |  | 195780 | 0 | 73870 |
| NCR VOYIX CORPORATION | COM | 62886E108 |  | 3912200 | 311729 | SH |  | SOLE |  | 224901 | 0 | 86828 |
| CARS COM INC | COM | 14575E105 |  | 4485595 | 367070 | SH |  | SOLE |  | 265262 | 0 | 101808 |
| REPAY HLDGS CORP | COM CL A | 76029L100 |  | 3112624 | 595148 | SH |  | SOLE |  | 431859 | 0 | 163289 |

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