Congruence Capital, LLC

Congruence Capital, LLC reported 56 holdings worth US$383M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Congruence Capital, LLC reported 56 holdings worth US$383M as of Jun 30, 2026. Largest: Crane Company, Federal Signal Corporation and Teledyne Technologies Incorporated. Filed Aug 13, 2026 (Form 13F).

Holdings
56
Value as reported
US$383M

The filing in full

CompanySharesValue as reported% of portfolio
Crane Company146KUS$32.5M8.5%
Federal Signal Corporation244KUS$31.3M8.2%
Teledyne Technologies Incorporated42,631US$28.4M7.4%
Idex Corporation121KUS$27.5M7.2%
Enpro Inc.66,890US$25.2M6.6%
Timken Company (the)171KUS$24.8M6.5%
Mda Space Ltd427KUS$17.6M4.6%
Griffon Corporation168KUS$16.4M4.3%
Vontier Corporation535KUS$15.5M4.1%
Esco Technologies Inc.42,575US$14.9M3.9%
Astronics Corporation169KUS$13.7M3.6%
Tutor Perini Corporation145KUS$12.1M3.2%
Ipg Photonics Corporation94,830US$11.1M2.9%
Balchem Corporation60,567US$10.2M2.7%
Hillman Solutions Corp.1.11MUS$9.36M2.4%
Mayville Engineering Company, Inc.236KUS$8.82M2.3%
Methode Electronics, Inc.442KUS$8.38M2.2%
Mitek Systems, Inc.361KUS$7.26M1.9%
M-tron Industries, Inc.66,701US$6.61M1.7%
Belden Inc41,176US$4.94M1.3%
Nwpx Infrastructure, Inc.30,619US$4.59M1.2%
Frequency Electronics, Inc.66,066US$4.38M1.1%
Standard Motor Products, Inc.42,561US$1.66M0.43%
United States Lime & Minerals, Inc.12,497US$1.31M0.34%
Spx Technologies, Inc.0US$00.00%
Valmont Industries, Inc.0US$00.00%
Astec Industries, Inc.0US$00.00%
Ecovyst Inc.0US$00.00%
Gibraltar Industries, Inc.0US$00.00%
Greenbrier Companies, Inc. (the)0US$00.00%
Matrix Service Company0US$00.00%

Source

View original at SEC

Related