AltraVue Capital, LLC
All holdings · as of Dec 31, 2025
| 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% |
| NAYAX LTD | $11.62M | 1.0% |
| Janus International Group, Inc. | $9.94M | 0.8% |