CONGRUENCE CAPITAL, LLC: 13F holdings
CIK 20855692026Q2
| Positions | 28 |
|---|
| Reported value | $382.6m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 28 (-2 vs prior quarter) |
|---|
| Reported value | $382.6m (+28.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CR CRANE COMPANY | 145,658 | $32.5m | 8.5% |
| FSS FEDERAL SIGNAL CORP | 243,958 | $31.3m | 8.2% |
| TDY TELEDYNE TECHNOLOGIES INC | 42,631 | $28.4m | 7.4% |
| IEX IDEX CORP | 121,261 | $27.5m | 7.2% |
| NPO ENPRO INC | 66,890 | $25.2m | 6.6% |
| TKR TIMKEN CO | 170,586 | $24.8m | 6.5% |
| SENSATA TECHNOLOGIES HLDG PL | 486,274 | $23.2m | 6.1% |
| MDA MDA SPACE LTD | 427,482 | $17.6m | 4.6% |
| GFF GRIFFON CORP | 168,334 | $16.4m | 4.3% |
| VNT VONTIER CORPORATION | 535,085 | $15.5m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2085569")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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