Congruence Capital, LLC
30 holdingsFiling period: 2026-03-31Current AUM: $334.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ESE | ESCO TECHNOLOGIES INC | 83.7K | $23.6M | $26.4M | 7.89% | -- | 2026-03-31 |
| 2 | — | SENSATA TECHNOLOGIES HLDG PL | 585.6K | $20.6M | $20.6M | 6.17% | -- | 2026-03-31 |
| 3 | NPO | ENPRO INC | 78.4K | $19.7M | $24.6M | 7.36% | +26.3K | 2026-03-31 |
| 4 | CR | CRANE COMPANY | 114.0K | $19.5M | $24.3M | 7.27% | +13.1K | 2026-03-31 |
| 5 | FSS | FEDERAL SIGNAL CORP | 179.3K | $19.4M | $22.4M | 6.70% | -- | 2026-03-31 |
| 6 | GFF | GRIFFON CORP | 250.0K | $18.2M | $21.5M | 6.44% | +87.3K | 2026-03-31 |
| 7 | TKR | TIMKEN CO | 159.2K | $16.0M | $21.9M | 6.55% | -- | 2026-03-31 |
| 8 | GBX | GREENBRIER COS INC | 289.0K | $15.2M | $14.2M | 4.25% | +153.2K | 2026-03-31 |
| 9 | BCPC | BALCHEM CORP | 87.7K | $14.9M | $14.7M | 4.39% | -22,824 | 2026-03-31 |
| 10 | IEX | IDEX CORP | 77.2K | $14.6M | $17.8M | 5.32% | -18,734 | 2026-03-31 |
| 11 | TPC | TUTOR PERINI CORP | 164.1K | $12.7M | $13.7M | 4.11% | -- | 2026-03-31 |
| 12 | ATRO | ASTRONICS CORP | 175.4K | $11.7M | $12.2M | 3.64% | -187,064 | 2026-03-31 |
| 13 | ECVT | ECOVYST INC | 815.4K | $10.5M | $9.8M | 2.94% | -- | 2026-03-31 |
| 14 | — | CELLEBRITE DI LTD | 760.7K | $10.5M | $10.5M | 3.13% | -- | 2026-03-31 |
| 15 | SPXC | SPX TECHNOLOGIES INC | 40.6K | $8.1M | $8.9M | 2.67% | -- | 2026-03-31 |
| 16 | HLMN | HILLMAN SOLUTIONS CORP | 891.0K | $7.4M | $7.0M | 2.10% | +147.7K | 2026-03-31 |
| 17 | ASTE | ASTEC INDS INC | 124.1K | $6.7M | $6.3M | 1.88% | -- | 2026-03-31 |
| 18 | SMP | STANDARD MTR PRODS INC | 172.4K | $6.0M | $6.6M | 1.97% | -5,916 | 2026-03-31 |
| 19 | MDA | MDA SPACE LTD | 236.3K | $6.0M | $7.1M | 2.14% | -- | 2026-03-31 |
| 20 | MITK | MITEK SYS INC | 384.6K | $5.2M | $6.4M | 1.92% | -4,594 | 2026-03-31 |
| 21 | USLM | UNITED STS LIME & MINERALS I | 39.1K | $5.1M | $4.3M | 1.29% | -16,863 | 2026-03-31 |
| 22 | NWPX | NWPX INFRASTRUCTURE INC | 55.8K | $4.3M | $6.9M | 2.05% | -310 | 2026-03-31 |
| 23 | MEC | MAYVILLE ENGR CO INC | 234.5K | $4.2M | $6.0M | 1.80% | +26.4K | 2026-03-31 |
| 24 | ROCK | GIBRALTAR INDS INC | 105.4K | $4.2M | $4.5M | 1.33% | -- | 2026-03-31 |
| 25 | VMI | VALMONT INDS INC | 9.7K | $3.9M | $4.7M | 1.39% | -27,633 | 2026-03-31 |
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