Congruence Capital, LLC
Net buyer this quarter
$383M
28
+$6.28M
63.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CR | $32.5M | 8.49% | 0.25% | +27.8% | Q4 2025 |
 FSS | $31.3M | 8.19% | 0.40% | +36.0% | Q1 2026 |
 TDY | $28.4M | 7.43% | 0.09% | New | Q2 2026 |
 IEX | $27.5M | 7.19% | 0.16% | +57.0% | Q4 2025 |
 NPO | $25.2M | 6.59% | 0.32% | -14.7% | Q4 2025 |
 TKR | $24.8M | 6.48% | 0.25% | +7.1% | Q1 2026 |
 ST | $23.2M | 6.07% | 0.33% | -17.0% | Q1 2026 |
 MDA | $17.6M | 4.61% | Not reported | +80.9% | Q1 2026 |
 GFF | $16.4M | 4.29% | 0.37% | -32.7% | Q4 2025 |
 VNT | $15.5M | 4.06% | 0.38% | New | Q2 2026 |
 ESE | $14.9M | 3.89% | 0.16% | -49.2% | Q1 2026 |
 ATRO | $13.7M | 3.59% | 0.42% | -23.2% | Q4 2025 |
 TPC | $12.1M | 3.15% | 0.28% | -11.4% | Q1 2026 |
 CLBT | $11.8M | 3.07% | 0.32% | +5.9% | Q1 2026 |
 IPGP | $11.1M | 2.91% | 0.22% | New | Q2 2026 |
 BCPC | $10.2M | 2.67% | 0.19% | -30.9% | Q4 2025 |
 HLMN | $9.36M | 2.45% | 0.57% | +24.4% | Q4 2025 |
 MEC | $8.82M | 2.31% | 0.92% | +0.5% | Q4 2025 |
 MEI | $8.38M | 2.19% | 1.24% | New | Q2 2026 |
 MITK | $7.26M | 1.90% | 0.80% | -6.2% | Q4 2025 |
 MPTI | $6.61M | 1.73% | 1.53% | +57.9% | Q1 2026 |
 GTES | $5.01M | 1.31% | 0.07% | New | Q2 2026 |
 BDC | $4.94M | 1.29% | 0.11% | New | Q2 2026 |
 NWPX | $4.59M | 1.20% | 0.32% | -45.2% | Q4 2025 |
 FEIM | $4.38M | 1.15% | 0.67% | +267.1% | Q1 2026 |
 AEBI | $3.9M | 1.02% | 0.40% | +0.9% | Q4 2025 |
 SMP | $1.66M | 0.43% | 0.19% | -75.3% | Q4 2025 |
 USLM | $1.31M | 0.34% | 0.04% | -68.0% | Q4 2025 |
| Q1 2026 | |||||
| ESE | $23.6M | 7.90% | 0.32% | New | Q1 2026 |
| ST | $20.6M | 6.92% | 0.40% | New | Q1 2026 |
| NPO | $19.7M | 6.59% | 0.37% | +50.3% | Q4 2025 |
| CR | $19.5M | 6.53% | 0.20% | +13.0% | Q4 2025 |
| FSS | $19.4M | 6.50% | 0.29% | New | Q1 2026 |
| GFF | $18.2M | 6.09% | 0.54% | +53.6% | Q4 2025 |
| TKR | $16M | 5.37% | 0.23% | New | Q1 2026 |
 GBX | $15.2M | 5.10% | 0.93% | +112.8% | Q4 2025 |
| BCPC | $14.9M | 4.98% | 0.27% | -20.7% | Q4 2025 |
| IEX | $14.6M | 4.91% | 0.10% | -19.5% | Q4 2025 |
| TPC | $12.7M | 4.25% | 0.31% | New | Q1 2026 |
| ATRO | $11.7M | 3.92% | 0.54% | -51.6% | Q4 2025 |
 ECVT | $10.5M | 3.52% | 0.75% | New | Q1 2026 |
| CLBT | $10.5M | 3.52% | 0.31% | New | Q1 2026 |
 SPXC | $8.12M | 2.72% | 0.08% | New | Q1 2026 |
| HLMN | $7.41M | 2.49% | 0.45% | +19.9% | Q4 2025 |
 ASTE | $6.68M | 2.24% | 0.54% | New | Q1 2026 |
| SMP | $5.99M | 2.01% | 0.78% | -3.3% | Q4 2025 |
| MDA | $5.98M | 2.01% | Not reported | New | Q1 2026 |
| MITK | $5.19M | 1.74% | 0.86% | -1.2% | Q4 2025 |
| USLM | $5.1M | 1.71% | 0.14% | -30.2% | Q4 2025 |
| NWPX | $4.35M | 1.46% | 0.58% | -0.6% | Q4 2025 |
| MEC | $4.21M | 1.41% | 1.15% | +12.7% | Q4 2025 |
 ROCK | $4.2M | 1.41% | 0.31% | New | Q1 2026 |
 VMI | $3.87M | 1.30% | 0.05% | -74.1% | Q4 2025 |
 MTRX | $3.49M | 1.17% | 1.08% | +226.4% | Q4 2025 |
| AEBI | $2.99M | 1.00% | 0.40% | -7.2% | Q4 2025 |
| MPTI | $2.82M | 0.95% | 1.18% | New | Q1 2026 |
| FEIM | $797K | 0.27% | 0.18% | New | Q1 2026 |
| Q4 2025 | |||||
 FTV | $21.1M | 7.74% | 0.12% | New | Q4 2025 |
| ATRO | $19.7M | 7.23% | 1.12% | New | Q4 2025 |
| CR | $18.6M | 6.84% | 0.18% | New | Q4 2025 |
| IEX | $17.1M | 6.28% | 0.13% | New | Q4 2025 |
| BCPC | $16.9M | 6.23% | 0.34% | New | Q4 2025 |
 CWST | $16.8M | 6.17% | Not reported | New | Q4 2025 |
| VMI | $15M | 5.52% | 0.19% | New | Q4 2025 |
 SOLS | $13.6M | 4.99% | 0.18% | New | Q4 2025 |
 CNM | $13.5M | 4.96% | Not reported | New | Q4 2025 |
| GFF | $12M | 4.41% | 0.35% | New | Q4 2025 |
| NPO | $11.2M | 4.11% | 0.25% | New | Q4 2025 |
 FUL | $10M | 3.70% | 0.31% | New | Q4 2025 |
 MSM | $10M | 3.69% | 0.21% | New | Q4 2025 |
 BELFB | $9.46M | 3.48% | Not reported | New | Q4 2025 |
 RBA | $6.92M | 2.55% | 0.04% | New | Q4 2025 |
| USLM | $6.7M | 2.46% | 0.20% | New | Q4 2025 |
 ESAB | $6.63M | 2.44% | 0.10% | New | Q4 2025 |
| SMP | $6.57M | 2.42% | 0.81% | New | Q4 2025 |
| HLMN | $6.44M | 2.37% | 0.38% | New | Q4 2025 |
| GBX | $6.35M | 2.33% | 0.44% | New | Q4 2025 |
| AEBI | $4.2M | 1.54% | 0.43% | New | Q4 2025 |
| MITK | $4.11M | 1.51% | 0.86% | New | Q4 2025 |
| MEC | $3.9M | 1.43% | 1.02% | New | Q4 2025 |
 UNF | $3.77M | 1.39% | 0.10% | New | Q4 2025 |
| NWPX | $3.51M | 1.29% | 0.59% | New | Q4 2025 |
 PLPC | $3.19M | 1.17% | 0.31% | New | Q4 2025 |
 DORM | $2M | 0.73% | 0.05% | New | Q4 2025 |
 SWIM | $1.28M | 0.47% | 0.17% | New | Q4 2025 |
| MTRX | $1.09M | 0.40% | 0.33% | New | Q4 2025 |
| BELFA | $414K | 0.15% | 0.13% | New | Q4 2025 |