Congruence Capital, LLC
All holdings · as of Dec 31, 2025
| 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% |
| Preformed Line Products CoPLPC | $3.19M | 1.2% |
| Dorman Products, Inc. | $2.00M | 0.7% |
| Latham Group, Inc.SWIM | $1.28M | 0.5% |
| MATRIX SERVICE COMPANY | $1.09M | 0.4% |
| BEL FUSE INC | $413.8K | 0.2% |