Institutional Fund
Congruence Capital, LLC
Los Angeles, CACIK 20855692 filings on record
Portfolio Value
$298.21M
Q1 2026
Holdings
30
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+9.7%
from $271.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Esco Technologies Inc7.9%
- Sensata Technologies Hldg Pl6.9%
- Enpro Inc6.6%
- Crane Company6.5%
- Federal Signal Corp6.5%
- Griffon Corp6.1%
- Other59.5%
Portfolio Holdings
30 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Esco Technologies Inc | 83.7K | $23.56M | 7.9% | +83.7K | New |
| 2 | Sensata Technologies Hldg Pl | 585.6K | $20.63M | 6.9% | +585.6K | New |
| 3 | Enpro Inc | 78.4K | $19.66M | 6.6% | +26.3K | Added |
| 4 | Crane Company | 114.0K | $19.49M | 6.5% | +13.1K | Added |
| 5 | Federal Signal Corp | 179.3K | $19.39M | 6.5% | +179.3K | New |
| 6 | Griffon Corp | 250.0K | $18.17M | 6.1% | +87.3K | Added |
| 7 | Timken Co | 159.2K | $16.01M | 5.4% | +159.2K | New |
| 8 | Greenbrier Cos Inc | 289.0K | $15.22M | 5.1% | +153.2K | Added |
| 9 | Balchem Corp | 87.7K | $14.86M | 5.0% | −22.8K | Reduced |
| 10 | Idex Corp | 77.2K | $14.64M | 4.9% | −18.7K | Reduced |
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