DOSSIER · 13F-HR · Q2 2026

Congruence Capital, LLC

$383M in tracked AUM across 56 positions as of Q2 2026.

CC
CIK 0002085569 · last filed Jun 30, 2026
Total AUM
$383M
as of Q2 2026
Holdings
56
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Congruence 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
CR
CRANE COMPANY
$32M146K8.5%
02
FSS
FEDERAL SIGNAL CORP
$31M244K8.2%
03
TDY
TELEDYNE TECHNOLOGIES INC
$28M43K7.4%
04
IEX
IDEX CORP
$28M121K7.2%
05
NPO
ENPRO INC
$25M67K6.6%
06
TKR
TIMKEN CO
$25M171K6.5%
07
G8060N102
SENSATA TECHNOLOGIES HLDG PL
$23M486K6.1%
08
MDA
MDA SPACE LTD
$18M427K4.6%
09
GFF
GRIFFON CORP
$16M168K4.3%
10
VNT
VONTIER CORPORATION
$16M535K4.1%

Filing history

2026Q2Jun 30
$383M 28.3%
56 positionsView →
2026Q1Mar 31
$298M 9.7%
60 positionsView →
2025Q4Dec 31
$272M
60 positionsView →