Institutions / AltraVue Capital, LLC
AltraVue Capital, LLC
CIK 1740837 · Institution · as of Dec 31, 2025
Portfolio value
$1.21B
Positions
27
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 27 →
| Company | Value | % of portfolio |
|---|---|---|
| StoneX Group Inc. | $124.78M | 10.3% |
| Vse Corp | $110.72M | 9.1% |
| Triumph Financial, Inc. | $94.94M | 7.8% |
| ePlus Inc | $87.84M | 7.2% |
| BGC Group Inc | $87.40M | 7.2% |
| Winmark Corp | $70.49M | 5.8% |
| UL Solutions Inc. | $65.51M | 5.4% |
| IES Holdings, Inc. | $55.49M | 4.6% |
| Baker Hughes Co | $45.97M | 3.8% |
| Argan, Inc. | $44.79M | 3.7% |
| Marriott International Inc/MD | $42.01M | 3.5% |
| Agilysys Inc | $41.45M | 3.4% |
| Nvr Inc | $39.09M | 3.2% |
| Ufp Technologies Inc | $34.02M | 2.8% |
| Daily Journal Corp | $32.56M | 2.7% |
| i3 Verticals, Inc. | $29.32M | 2.4% |
| Lsi Industries Inc | $26.49M | 2.2% |
| Unitedhealth Group Inc | $25.90M | 2.1% |
| Consolidated Water Co. Ltd. | $24.96M | 2.1% |
| TripAdvisor, Inc. | $24.87M | 2.0% |
| Firstservice Corp New | $19.53M | 1.6% |
| Climb Global Solutions, Inc. | $19.51M | 1.6% |
| Nomad Foods Ltd | $15.99M | 1.3% |
| Siga Technologies IncSIGA | $14.72M | 1.2% |
| NB Bancorp, Inc. | $13.74M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.