Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AltraVue Capital, LLC (CIK 1740837) reported $1.16B across 27 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SNEX ($131.4M, 11.32%), VSEC ($96.8M, 8.34%), TFIN ($85.4M, 7.36%), PLUS ($69.7M, 6.01%), WINA ($69.2M, 5.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNEX | STONEX GROUP INC | $131.4M | 11.32% | 1.6M | Added |
| 2 | VSEC | VSE CORP | $96.8M | 8.34% | 524,797 | Trimmed |
| 3 | TFIN | TRIUMPH FINANCIAL INC | $85.4M | 7.36% | 1.4M | Trimmed |
| 4 | PLUS | EPLUS INC | $69.7M | 6.01% | 926,653 | Trimmed |
| 5 | WINA | WINMARK CORP | $69.2M | 5.96% | 161,863 | Trimmed |
| 6 | IESC | IES HOLDINGS INC | $61.8M | 5.33% | 129,767 | Trimmed |
| 7 | AGX | ARGAN INC | $60.9M | 5.24% | 111,802 | Trimmed |
| 8 | ULS | UL SOLUTIONS INC | $60.2M | 5.18% | 702,316 | Trimmed |
| 9 | BKR | BAKER HUGHES COMPANY | $53.7M | 4.62% | 879,140 | Trimmed |
| 10 | NVR | NVR INC | $40.0M | 3.45% | 6,070 | Added |
| 11 | MAR | MARRIOTT INTL INC NEW | $39.0M | 3.36% | 119,280 | Trimmed |
| 12 | UNH | UNITEDHEALTH GROUP INC | $38.3M | 3.30% | 141,720 | Added |
| 13 | BGC | BGC GROUP INC | $34.2M | 2.94% | 3.5M | Trimmed |
| 14 | NYAX | NAYAX LTD | $30.8M | 2.65% | 549,574 | Added |
| 15 | UFPT | UFP TECHNOLOGIES INC | $29.8M | 2.57% | 154,066 | Added |
| 16 | AGYS | AGILYSYS INC | $28.9M | 2.49% | 405,967 | Added |
| 17 | NBBK | NB BANCORP INC | $27.5M | 2.37% | 1.3M | Added |
| 18 | LYTS | LSI INDS INC OHIO | $27.0M | 2.33% | 1.5M | Added |
| 19 | IIIV | I3 VERTICALS INC | $26.2M | 2.25% | 1.2M | Added |
| 20 | DJCO | DAILY JOURNAL CORP | $24.4M | 2.10% | 50,486 | Trimmed |
| 21 | CWCO | CONSOLIDATED WATER CO INC | $23.6M | 2.03% | 711,070 | Added |
| 22 | ODC | OIL DRI CORP AMER | $21.7M | 1.87% | 333,070 | New |
| 23 | CLMB | CLIMB GLOBAL SOLUTIONS INC | $19.5M | 1.68% | 981,924 | Added |
| 24 | TRIP | TRIPADVISOR INC | $18.3M | 1.58% | 1.7M | Added |
| 25 | FSV | FIRSTSERVICE CORP NEW | $17.5M | 1.51% | 126,255 | Added |
Source: SEC Form 13F filings · as of 2026-03-31