Holders — by stockHoldings — by fund
CONGRUENCE CAPITAL, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002085569
$382.6M
disclosed book value
28
positions
8.5%
largest position share
Positions, as of 2026-06-30
top 28 of 28 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CRCRANE COMPANY | 145,658 | $32.5M | 8.5% |
| 2 | FSSFEDERAL SIGNAL CORP | 243,958 | $31.3M | 8.2% |
| 3 | TDYTELEDYNE TECHNOLOGIES INC | 42,631 | $28.4M | 7.4% |
| 4 | IEXIDEX CORP | 121,261 | $27.5M | 7.2% |
| 5 | NPOENPRO INC | 66,890 | $25.2M | 6.6% |
| 6 | TKRTIMKEN CO | 170,586 | $24.8M | 6.5% |
| 7 | STSENSATA TECHNOLOGIES HLDG PL | 486,274 | $23.2M | 6.1% |
| 8 | MDAMDA SPACE LTD | 427,482 | $17.6M | 4.6% |
| 9 | GFFGRIFFON CORP | 168,334 | $16.4M | 4.3% |
| 10 | VNTVONTIER CORPORATION | 535,085 | $15.5M | 4.1% |
| 11 | ESEESCO TECHNOLOGIES INC | 42,575 | $14.9M | 3.9% |
| 12 | ATROASTRONICS CORP | 168,856 | $13.7M | 3.6% |
| 13 | TPCTUTOR PERINI CORP | 145,400 | $12.1M | 3.2% |
| 14 | CLBTCELLEBRITE DI LTD | 805,846 | $11.8M | 3.1% |
| 15 | IPGPIPG PHOTONICS CORP | 94,830 | $11.1M | 2.9% |
| 16 | BCPCBALCHEM CORP | 60,567 | $10.2M | 2.7% |
| 17 | HLMNHILLMAN SOLUTIONS CORP | 1.1M | $9.4M | 2.4% |
| 18 | MECMAYVILLE ENGR CO INC | 235,580 | $8.8M | 2.3% |
| 19 | MEIMETHODE ELECTRS INC | 441,582 | $8.4M | 2.2% |
| 20 | MITKMITEK SYS INC | 360,635 | $7.3M | 1.9% |
| 21 | MPTIM-TRON INDS INC | 66,701 | $6.6M | 1.7% |
| 22 | GTESGATES INDL CORP PLC | 179,120 | $5.0M | 1.3% |
| 23 | BDCBELDEN INC | 41,176 | $4.9M | 1.3% |
| 24 | NWPXNWPX INFRASTRUCTURE INC | 30,619 | $4.6M | 1.2% |
| 25 | FEIMFREQUENCY ELECTRS INC | 66,066 | $4.4M | 1.1% |
| 26 | AEBIAEBI SCHMIDT HLDG AG | 310,771 | $3.9M | 1% |
| 27 | SMPSTANDARD MTR PRODS INC | 42,561 | $1.7M | 0.4% |
| 28 | USLMUNITED STS LIME & MINERALS I | 12,497 | $1.3M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.