What does AltraVue Capital, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

AltraVue Capital, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

STONEX GROUP INC

$131M1.6M11.3%

VSE CORP

$97M525K8.3%

TRIUMPH FINANCIAL INC

$85M1.4M7.4%

EPLUS INC

$70M927K6.0%

WINMARK CORP

$69M162K6.0%

IES HOLDINGS INC

$62M130K5.3%

ARGAN INC

$61M112K5.2%

UL SOLUTIONS INC

$60M702K5.2%

BAKER HUGHES COMPANY

$54M879K4.6%

NVR INC

$40M6K3.4%

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