Congruence Capital, LLC
Top Portfolio Positions
29 positions ·
$298,166,453 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ESE |
Esco Technologies Inc
Technology
|
83,744 | $23,563,049 | 7.90% | |
| ST |
Sensata Technologies Holding plc
Technology
|
585,627 | $20,625,782 | 6.92% | |
| NPO |
Enpro Inc.
Industrials
|
78,431 | $19,658,729 | 6.59% | |
| CR |
Crane Co
Industrials
|
113,964 | $19,487,844 | 6.54% | |
| FSS |
Federal Signal Corp /De/
Industrials
|
179,350 | $19,394,908 | 6.50% | |
| GFF |
Griffon Corp
Industrials
|
250,008 | $18,170,580 | 6.09% | |
| TKR |
Timken Co
Industrials
|
159,236 | $16,014,364 | 5.37% | |
| GBX |
Greenbrier Companies Inc
Industrials
|
289,039 | $15,217,903 | 5.10% | |
| BCPC |
Balchem Corp
Basic Materials
|
87,658 | $14,856,277 | 4.98% | |
| IEX |
Idex Corp /De/
Industrials
|
77,232 | $14,639,324 | 4.91% |
Portfolio Trend
2 quarters · across all stocks
Holdings in MTRX
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,491,583 | 304,145 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,090,393 | 93,196 | Shares | Other | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||