Investor
Congruence Capital, LLC
CIK 0002085569 · filed 2026-05-14 · SEC filing
13F book
$298.2M
Positions
30
14 new · 14 sold
Largest name
7.9%
Esco Technologies Inc · ESE
Est. mark
$6.38M
Price effect on 16 names still held. Flow $19.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Esco Technologies Inc | ESE | 83.7K | $23.6M | 7.9% | — | New |
| Sensata Technologies Hldg Pl | — | 585.6K | $20.6M | 6.9% | — | New |
| Enpro Inc. | NPO | 78.4K | $19.7M | 6.6% | $1.91M | Added$8.49M |
| Crane Company | — | 114K | $19.5M | 6.5% | −$1.35M | Added$884K |
| Federal Signal Corp | — | 179.3K | $19.4M | 6.5% | — | New |
| Griffon Corp | GFF | 250K | $18.2M | 6.1% | −$157.8K | Added$6.19M |
| Timken Co | TKR | 159.2K | $16M | 5.4% | — | New |
| Greenbrier Cos Inc | — | 289K | $15.2M | 5.1% | $802.7K | Added$8.87M |
| Balchem Corp | BCPC | 87.7K | $14.9M | 5.0% | $1.41M | Cut−$2.09M |
| Idex Corp | — | 77.2K | $14.6M | 4.9% | $896.7K | Cut−$2.44M |
| Tutor Perini Corp | TPC | 164.1K | $12.7M | 4.2% | — | New |
| Astronics Corp | — | 175.4K | $11.7M | 3.9% | $2.19M | Cut−$7.96M |
| Ecovyst Inc. | ECVT | 815.4K | $10.5M | 3.5% | — | New |
| Cellebrite DI Ltd. | CLBT | 760.7K | $10.5M | 3.5% | — | New |
| SPX Technologies, Inc. | SPXC | 40.6K | $8.12M | 2.7% | — | New |
| Hillman Solutions Corp. | HLMN | 891K | $7.41M | 2.5% | −$252.7K | Added$976.4K |
| Astec Inds Inc | — | 124.1K | $6.68M | 2.2% | — | New |
| Standard Mtr Prods Inc | — | 172.4K | $5.99M | 2.0% | −$363.8K | Cut−$581.8K |
| MDA Space Ltd. | MDA | 236.3K | $5.98M | 2.0% | — | New |
| Mitek Sys Inc | — | 384.6K | $5.19M | 1.7% | $1.13M | Cut$1.09M |
| United Sts Lime & Minerals I | — | 39.1K | $5.1M | 1.7% | $424.7K | Cut−$1.59M |
| NWPX Infrastructure, Inc. | NWPX | 55.8K | $4.35M | 1.5% | $858K | Cut$838.7K |
| Mayville Engr Co Inc | — | 234.5K | $4.21M | 1.4% | −$160.2K | Added$313.2K |
| Gibraltar Inds Inc | — | 105.4K | $4.2M | 1.4% | — | New |
| Valmont Inds Inc | — | 9.68K | $3.87M | 1.3% | −$26.6K | Cut−$11.1M |
| Matrix Svc Co | — | 304.1K | $3.49M | 1.2% | −$20.5K | Added$2.4M |
| Aebi Schmidt Hldg Ag | — | 307.9K | $2.99M | 1.0% | −$905.2K | Cut−$1.21M |
| M-Tron Inds Inc | — | 42.3K | $2.82M | 0.9% | — | New |
| Frequency Electrs Inc | — | 18K | $796.5K | 0.3% | — | New |
| M-Tron Inds Inc | — | 42.3K | $42.3K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.