Universe · entity
AltraVue Capital, LLC
Institutional manager (13F) · CIK 1740837
13F holdings · as of 2026-03-31 · top 27 · reported portfolio $1.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STONEX GROUP INC | $131M | 1,628,997 |
| 2 | VSE CORP | $97M | 524,797 |
| 3 | TRIUMPH FINANCIAL INC | $85M | 1,431,717 |
| 4 | EPLUS INC | $70M | 926,653 |
| 5 | WINMARK CORP | $69M | 161,863 |
| 6 | IES HOLDINGS INC | $62M | 129,767 |
| 7 | ARGAN INC | $61M | 111,802 |
| 8 | UL SOLUTIONS INC | $60M | 702,316 |
| 9 | BAKER HUGHES COMPANY | $54M | 879,140 |
| 10 | NVR INC | $40M | 6,070 |
| 11 | MARRIOTT INTL INC NEW | $39M | 119,280 |
| 12 | UNITEDHEALTH GROUP INC | $38M | 141,720 |
| 13 | BGC GROUP INC | $34M | 3,493,890 |
| 14 | NAYAX LTD | $31M | 549,574 |
| 15 | UFP TECHNOLOGIES INC | $30M | 154,066 |
| 16 | AGILYSYS INC | $29M | 405,967 |
| 17 | NB BANCORP INC | $27M | 1,304,080 |
| 18 | LSI INDS INC OHIO | $27M | 1,453,863 |
| 19 | I3 VERTICALS INC | $26M | 1,170,146 |
| 20 | DAILY JOURNAL CORP | $24M | 50,486 |
| 21 | CONSOLIDATED WATER CO INC | $24M | 711,070 |
| 22 | OIL DRI CORP AMER | $22M | 333,070 |
| 23 | CLIMB GLOBAL SOLUTIONS INC | $19M | 981,924 |
| 24 | TRIPADVISOR INC | $18M | 1,717,020 |
| 25 | FIRSTSERVICE CORP NEW | $18M | 126,255 |
| 26 | SIGA TECHNOLOGIES INC | $13M | 2,432,024 |
| 27 | NOMAD FOODS LTD | $12M | 1,284,653 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.