AltraVue Capital, LLC
Annual return '25
+1.0%
SPY '25
+17.7%
Alpha
-16.7ptsvs SPY
Invested
$1.2B
Holdings
27
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SNEX
STONEX GROUP INC
Held since at least Q1 2024
11.3%
02
$VSEC
VSE CORP
Held since at least Q1 2024
8.3%
03
$TFIN
TRIUMPH FINANCIAL INC
Held since at least Q1 2024
7.4%
04
$PLUS
EPLUS INC
Held since at least Q1 2024
6.0%
05
$WINA
WINMARK CORP
Held since at least Q1 2024
6.0%
06
$IESC
IES HOLDINGS INC
Held since at least Q1 2024
5.3%
07
$AGX
ARGAN INC
Held since at least Q1 2024
5.2%
08
$ULS
UL SOLUTIONS INC
Held since at least Q1 2024
5.2%
09
$BKR
BAKER HUGHES COMPANY
Held since at least Q1 2024
4.6%
10
$NVR
NVR INC
Held since at least Q1 2024
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:16 UTC.