Congruence Capital, LLC
Reports for
SummitTX Capital, L.P.
Filing Date
Global Rank
#3,300
/ 8,700
▲ 1484
Top Industry
Specialty Industrial Machinery
23.6%
Period ended 2 months ago
Filed Aug 13, 2026 · 30d
3 quarters · since Dec 2025
Portfolio Concentration
28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.5%
+0.6 pts
Top 5
37.9%
+3.4 pts
Top 10
63.4%
+2.5 pts
HHI
518
Diversified+36
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 59.7% | $228,299,999 |
| Technology | 35.7% | $136,527,242 |
| Basic Materials | 4.2% | $16,131,865 |
| Consumer Cyclical | 0.4% | $1,658,602 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HLMN | Hillman Solutions Corp. | +217,463 | 1,108,435 | $9,355,190 | |
| MDA | MDA Space Ltd. | +191,207 | 427,482 | $17,646,456 | |
| FSS | Federal Signal Corp /De/ | +64,608 | 243,958 | $31,346,163 | |
| FEIM | Frequency Electronics Inc | +48,070 | 66,066 | $4,383,478 | |
| CLBT | Cellebrite DI Ltd. | +45,173 | 805,846 | $11,765,351 | |
| IEX | Idex Corp /De/ | +44,029 | 121,261 | $27,520,183 | |
| CR | Crane Co | +31,694 | 145,658 | $32,491,929 | |
| MPTI | M-tron Industries, Inc. | +24,445 | 66,701 | $6,613,403 | |
| TKR | Timken Co | +11,350 | 170,586 | $24,789,557 | |
| AEBI | Aebi Schmidt Holding AG | +2,866 | 310,771 | $3,900,175 | |
| MEC | Mayville Engineering Company, Inc. | +1,105 | 235,580 | $8,824,825 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SMP | Standard Motor Products, Inc. | −129,834 | 42,561 | $1,658,602 | |
| ST | Sensata Technologies Holding plc | −99,353 | 486,274 | $23,214,720 | |
| GFF | Griffon Corp | −81,674 | 168,334 | $16,417,614 | |
| ESE | Esco Technologies Inc | −41,169 | 42,575 | $14,902,952 | |
| BCPC | Balchem Corp | −27,091 | 60,567 | $10,232,793 | |
| USLM | United States Lime & Minerals Inc | −26,571 | 12,497 | $1,308,060 | |
| NWPX | NWPX Infrastructure, Inc. | −25,206 | 30,619 | $4,591,012 | |
| MITK | Mitek Systems Inc | −23,988 | 360,635 | $7,259,582 | |
| TPC | Tutor Perini Corp | −18,652 | 145,400 | $12,063,837 | |
| NPO | Enpro Inc. | −11,541 | 66,890 | $25,212,846 | |
| ATRO | Astronics Corp | −6,510 | 168,856 | $13,721,238 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TDY | Teledyne Technologies Inc | 42,631 | $28,430,613 | |
| VNT | Vontier Corp | 535,085 | $15,517,465 | |
| IPGP | Ipg Photonics Corp | 94,830 | $11,125,454 | |
| MEI | Methode Electronics Inc | 441,582 | $8,376,810 | |
| GTES | Gates Industrial Corp Ltd. | 179,120 | $5,009,986 | |
| BDC | Belden Inc. | 41,176 | $4,937,414 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GBX | Greenbrier Companies Inc | 289,039 | $15,217,903 | |
| ECVT | Ecovyst Inc. | 815,443 | $10,486,596 | |
| SPXC | SPX Technologies, Inc. | 40,603 | $8,118,163 | |
| ASTE | Astec Industries Inc | 124,069 | $6,679,874 | |
| ROCK | Gibraltar Industries, Inc. | 105,371 | $4,201,141 | |
| VMI | Valmont Industries Inc | 9,678 | $3,867,038 | |
| MTRX | Matrix Service Co | 304,145 | $3,491,583 | |
| No positions match the current search. | ||||
28 tracked positions ·
$382,617,708 total
· filing declares
56 positions · $382,617,733
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CR |
Crane Co
Industrials
|
Added | 145,658 | $32,491,929 | 8.49% | |
| FSS |
Federal Signal Corp /De/
Industrials
|
Added | 243,958 | $31,346,163 | 8.19% | |
| TDY |
Teledyne Technologies Inc
Technology
|
NEW | 42,631 | $28,430,613 | 7.43% | |
| IEX |
Idex Corp /De/
Industrials
|
Added | 121,261 | $27,520,183 | 7.19% | |
| NPO |
Enpro Inc.
Industrials
|
Reduced | 66,890 | $25,212,846 | 6.59% | |
| TKR |
Timken Co
Industrials
|
Added | 170,586 | $24,789,557 | 6.48% | |
| ST |
Sensata Technologies Holding plc
Technology
|
Reduced | 486,274 | $23,214,720 | 6.07% | |
| MDA |
MDA Space Ltd.
Industrials
|
Added | 427,482 | $17,646,456 | 4.61% | |
| GFF |
Griffon Corp
Industrials
|
Reduced | 168,334 | $16,417,614 | 4.29% | |
| VNT |
Vontier Corp
Technology
|
NEW | 535,085 | $15,517,465 | 4.06% | |
| ESE |
Esco Technologies Inc
Technology
|
Reduced | 42,575 | $14,902,952 | 3.89% | |
| ATRO |
Astronics Corp
Industrials
|
Reduced | 168,856 | $13,721,238 | 3.59% | |
| TPC |
Tutor Perini Corp
Industrials
|
Reduced | 145,400 | $12,063,837 | 3.15% | |
| CLBT |
Cellebrite DI Ltd.
Technology
|
Added | 805,846 | $11,765,351 | 3.07% | |
| IPGP |
Ipg Photonics Corp
Technology
|
NEW | 94,830 | $11,125,454 | 2.91% | |
| BCPC |
Balchem Corp
Basic Materials
|
Reduced | 60,567 | $10,232,793 | 2.67% | |
| HLMN |
Hillman Solutions Corp.
Industrials
|
Added | 1,108,435 | $9,355,190 | 2.45% | |
| MEC |
Mayville Engineering Company, Inc.
Industrials
|
Added | 235,580 | $8,824,825 | 2.31% | |
| MEI |
Methode Electronics Inc
Technology
|
NEW | 441,582 | $8,376,810 | 2.19% | |
| MITK |
Mitek Systems Inc
Technology
|
Reduced | 360,635 | $7,259,582 | 1.90% | |
| MPTI |
M-tron Industries, Inc.
Technology
|
Added | 66,701 | $6,613,403 | 1.73% | |
| GTES |
Gates Industrial Corp Ltd.
Industrials
|
NEW | 179,120 | $5,009,986 | 1.31% | |
| BDC |
Belden Inc.
Technology
|
NEW | 41,176 | $4,937,414 | 1.29% | |
| NWPX |
NWPX Infrastructure, Inc.
Basic Materials
|
Reduced | 30,619 | $4,591,012 | 1.20% | |
| FEIM |
Frequency Electronics Inc
Technology
|
Added | 66,066 | $4,383,478 | 1.15% | |
| AEBI |
Aebi Schmidt Holding AG
Industrials
|
Added | 310,771 | $3,900,175 | 1.02% | |
| SMP |
Standard Motor Products, Inc.
Consumer Cyclical
|
Reduced | 42,561 | $1,658,602 | 0.43% | |
| USLM |
United States Lime & Minerals Inc
Basic Materials
|
Reduced | 12,497 | $1,308,060 | 0.34% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.