AltraVue Capital, LLC
Top Portfolio Positions
27 positions ·
$1,161,036,590 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SNEX |
StoneX Group Inc.
Financial Services
|
1,628,997 | $131,378,607 | 11.32% |
| VSEC |
Vse Corp
Industrials
|
524,797 | $96,772,566 | 8.34% |
| TFIN |
Triumph Financial, Inc.
Financial Services
|
1,431,717 | $85,416,235 | 7.36% |
| PLUS |
Eplus Inc
Technology
|
926,653 | $69,730,637 | 6.01% |
| WINA |
Winmark Corp
Consumer Cyclical
|
161,863 | $69,204,525 | 5.96% |
| IESC |
IES Holdings, Inc.
Industrials
|
129,767 | $61,830,082 | 5.33% |
| AGX |
Argan Inc
Industrials
|
111,802 | $60,892,958 | 5.24% |
| ULS |
UL Solutions Inc.
Industrials
|
702,316 | $60,195,504 | 5.18% |
| BKR |
Baker Hughes Co
Energy
|
879,140 | $53,671,497 | 4.62% |
| NVR |
Nvr Inc
Consumer Cyclical
|
6,070 | $40,000,268 | 3.45% |
Portfolio Trend
Holdings in AGX
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,892,958 | 111,802 | Shares | Sole | 2026-05-13 | |
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