AltraVue Capital, LLC: 13F holdings
CIK 17408372026Q2
| Positions | 26 |
|---|
| Reported value | $1.4bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 26 (-1 vs prior quarter) |
|---|
| Reported value | $1.4bn (+19.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNEX STONEX GROUP INC | 1,377,144 | $163.2m | 11.8% |
| VSEC VSE CORP | 514,157 | $117.5m | 8.5% |
| TFIN TRIUMPH FINANCIAL INC | 1,404,817 | $107.2m | 7.7% |
| PLUS EPLUS INC | 910,893 | $75.8m | 5.5% |
| WINA WINMARK CORP | 172,363 | $72.9m | 5.3% |
| AGX ARGAN INC | 90,472 | $72.2m | 5.2% |
| ULS UL SOLUTIONS INC | 702,316 | $71.5m | 5.2% |
| IESC IES HOLDINGS INC | 96,317 | $70.8m | 5.1% |
| UNH UNITEDHEALTH GROUP INC | 141,720 | $58.9m | 4.2% |
| AGYS AGILYSYS INC | 552,557 | $57.7m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1740837")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples