Congruence Capital, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CC Congruence Capital, LLC | Institutional Filer | ▲ 9.66% | $298.2M | 30 |
Current Portfolio Holdings
Showing all 30 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ESE | ESCO Technologies Inc. | Technology | 84K | $23.6M | 7.90% |
| 2 | ST | Sensata Technologies Holding plc | Technology | 586K | $20.6M | 6.92% |
| 3 | NPO | EnPro Industries, Inc. | Industrials | 78K | $19.7M | 6.59% |
| 4 | CR | Crane Company | Industrials | 114K | $19.5M | 6.53% |
| 5 | FSS | Federal Signal Corporation | Industrials | 179K | $19.4M | 6.50% |
| 6 | GFF | Griffon Corporation | Industrials | 250K | $18.2M | 6.09% |
| 7 | TKR | The Timken Company | Industrials | 159K | $16.0M | 5.37% |
| 8 | GBX | The Greenbrier Companies, Inc. | Industrials | 289K | $15.2M | 5.10% |
| 9 | BCPC | Balchem Corporation | Basic Materials | 88K | $14.9M | 4.98% |
| 10 | IEX | IDEX Corporation | Industrials | 77K | $14.6M | 4.91% |
| 11 | TPC | Tutor Perini Corporation | Industrials | 164K | $12.7M | 4.25% |
| 12 | ATRO | Astronics Corporation | Industrials | 175K | $11.7M | 3.92% |
| 13 | ECVT | Ecovyst Inc. | Basic Materials | 815K | $10.5M | 3.52% |
| 14 | CLBT | Cellebrite DI Ltd. | Technology | 761K | $10.5M | 3.52% |
| 15 | SPXC | SPX Technologies, Inc. | Industrials | 41K | $8.1M | 2.72% |
Showing 1 to 15 of 30 holdings