13F Insight
DOSSIER · 13F-HR · Q2 2026

AltraVue Capital, LLC

$1.4B in tracked AUM across 47 positions as of Q2 2026.

AC
CIK 0001740837 · last filed Jun 30, 2026
Total AUM
$1.4B
as of Q2 2026
Holdings
47
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

AltraVue Capital, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SNEX
STONEX GROUP INC
$163M1.4M11.8%02
VSEC
VSE CORP
$117M514K8.5%03
TFIN
TRIUMPH FINANCIAL INC
$107M1.4M7.7%04
PLUS
EPLUS INC
$76M911K5.5%05
WINA
WINMARK CORP
$73M172K5.3%06
AGX
ARGAN INC
$72M90K5.2%07
ULS
UL SOLUTIONS INC
$72M702K5.2%08
IESC
IES HOLDINGS INC
$71M96K5.1%09
UNH
UNITEDHEALTH GROUP INC
$59M142K4.2%10
AGYS
AGILYSYS INC
$58M553K4.2%

Filing history

2026Q2Jun 30
$1.4B▲ 19.5%
47 positionsView →2026Q1Mar 31
$1.2B▼ 4.3%
49 positionsView →2025Q4Dec 31
$1.2B▲ 0.6%
49 positionsView →2025Q3Sep 30
$1.2B▲ 5.9%
45 positionsView →2025Q2Jun 30
$1.1B▲ 14.2%
46 positionsLocked2025Q1Mar 31
$997M▼ 17.0%
48 positionsLocked2024Q4Dec 31
$1.2B▲ 8.0%
48 positionsLocked2024Q3Sep 30
$1.1B▲ 10.5%
48 positionsLocked2024Q2Jun 30
$1.0B▲ 9.1%
50 positionsLocked2024Q1Mar 31
$922M▲ 6.3%
49 positionsLocked2023Q4Dec 31
$867M▲ 3.3%
47 positionsLocked2023Q3Sep 30
$840M▼ 1.2%
54 positionsLocked
Showing 12 of 31