Institutions / Congruence Capital, LLC
Congruence Capital, LLC
CIK 2085569 · Institution · as of Dec 31, 2025
Portfolio value
$271.93M
Positions
30
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 30 →
| Company | Value | % of portfolio |
|---|---|---|
| Fortive Corp | $21.06M | 7.7% |
| Astronics Corp | $19.66M | 7.2% |
| Crane Co | $18.60M | 6.8% |
| Idex Corp /De | $17.08M | 6.3% |
| Balchem Corp | $16.94M | 6.2% |
| Casella Waste Systems Inc | $16.77M | 6.2% |
| Valmont Industries Inc | $15.01M | 5.5% |
| Solstice Advanced Materials Inc. | $13.58M | 5.0% |
| Core & Main, Inc. | $13.48M | 5.0% |
| Griffon Corp | $11.98M | 4.4% |
| Enpro Inc | $11.17M | 4.1% |
| Fuller H B Co | $10.05M | 3.7% |
| MSC Industrial Direct Co., Inc. | $10.05M | 3.7% |
| Bel Fuse Inc. | $9.46M | 3.5% |
| RB Global Inc | $6.92M | 2.5% |
| United States Lime & Minerals IncUSLM | $6.70M | 2.5% |
| ESAB Corp | $6.63M | 2.4% |
| Standard Motor Products, Inc. | $6.57M | 2.4% |
| Hillman Solutions Corp. | $6.44M | 2.4% |
| Greenbrier Companies Inc | $6.35M | 2.3% |
| Aebi Schmidt Hldg AG | $4.20M | 1.5% |
| Mitek Systems Inc | $4.11M | 1.5% |
| Mayville Engineering Company, Inc. | $3.90M | 1.4% |
| Unifirst Corp | $3.77M | 1.4% |
| NWPX Infrastructure Inc | $3.51M | 1.3% |
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.