Montanaro Asset Management Ltd: 13F holdings
CIK 18311332026Q2
| Positions | 42 |
|---|
| Reported value | $317.2m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 42 (+0 vs prior quarter) |
|---|
| Reported value | $317.2m (-5.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NOVA LTD | 34,380 | $18.7m | 5.9% |
| WTS WATTS WATER TECHNOLOGIES INC | 46,100 | $18.0m | 5.7% |
| EGP EASTGROUP PPTYS INC | 79,318 | $16.1m | 5.1% |
| FSS FEDERAL SIGNAL CORP | 122,531 | $15.7m | 5.0% |
| VMI VALMONT INDS INC | 25,850 | $14.9m | 4.7% |
| BCPC BALCHEM CORP | 87,518 | $14.8m | 4.7% |
| SITM SITIME CORP | 16,000 | $11.9m | 3.8% |
| BSY BENTLEY SYS INC | 380,833 | $11.4m | 3.6% |
| CSW CSW INDUSTRIALS INC | 40,705 | $11.3m | 3.6% |
| HLI HOULIHAN LOKEY INC | 82,934 | $11.1m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1831133")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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