Congruence Capital, LLC

Position in ESE — Esco Technologies Inc

CIK 2085569 LOS ANGELES, CA

Position in ESE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$14,902,952

-$8,660,097 QoQ

Shares Held

42,575

-49.2% QoQ

Ownership

0.164%

of shares outstanding

% of Portfolio

3.89%

of 13F equity value

Holder Rank

#80

of 447 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Congruence Capital, LLC holds $82,065,750 across 4 Scientific & Technical Instruments names. ESE ranks #4 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TDY	Teledyne Technologies Inc	42,631	$28,430,613
2	ST	Sensata Technologies Holding plc	486,274	$23,214,720
3	VNT	Vontier Corp	535,085	$15,517,465
4	ESE	Esco Technologies Inc This page	42,575	$14,902,952

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,902,952	42,575	-49.2%	Shares	Other	2026-08-13
2026-03-31	$23,563,049	83,744	—	Shares	Other	2026-05-14
No filing history on record for this holder in this stock.