Holdings of Congruence Capital, LLC
26 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 67.3 % of the equity sleeve
Sector breakdown
- Unattributed 100.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 26 | 258.1M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | ESCO Technologies Inc | 83,744 | 23.6M $ | |
| 2 | Enpro Inc | 78,431 | 19.7M $ | |
| 3 | Crane Co | 113,964 | 19.5M $ | |
| 4 | Federal Signal Corp | 179,350 | 19.4M $ | |
| 5 | Griffon Corp | 250,008 | 18.2M $ | |
| 6 | Timken Co/The | 159,236 | 16M $ | |
| 7 | Greenbrier Cos Inc/The | 289,039 | 15.2M $ | |
| 8 | Balchem Corp | 87,658 | 14.9M $ | |
| 9 | IDEX Corp | 77,232 | 14.6M $ | |
| 10 | Tutor Perini Corp | 164,052 | 12.7M $ | |
| 11 | Astronics Corp | 175,366 | 11.7M $ | |
| 12 | Ecovyst Inc | 815,443 | 10.5M $ | |
| 13 | SPX Technologies Inc | 40,603 | 8.1M $ | |
| 14 | Hillman Solutions Corp | 890,972 | 7.4M $ | |
| 15 | Astec Industries Inc | 124,069 | 6.7M $ | |
| 16 | Standard Motor Products Inc | 172,395 | 6M $ | |
| 17 | Mitek Systems Inc | 384,623 | 5.2M $ | |
| 18 | United States Lime & Minerals Inc | 39,068 | 5.1M $ | |
| 19 | NWPX Infrastructure Inc | 55,825 | 4.3M $ | |
| 20 | Mayville Engineering Co Inc | 234,475 | 4.2M $ | |
| 21 | Gibraltar Industries Inc | 105,371 | 4.2M $ | |
| 22 | Valmont Industries Inc | 9,678 | 3.9M $ | |
| 23 | Matrix Service Co | 304,145 | 3.5M $ | |
| 24 | M-Tron Industries Inc | 42,256 | 2.8M $ | |
| 25 | Frequency Electronics Inc | 17,996 | 796.5K $ | |
| 26 | M Tron Industries Inc. | 42,256 | 42.3K $ |