account_balance
Investment manager · 13F filer · SEC CIK 1740837
AltraVue Capital, LLC
Reported value$1.39Bas of Jun 30, 2026
Positions26 1 new, 2 sold out
Top 10 weight62.6%SNEX alone is 12%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SNEXStonex Group Inc
11.8%Trimmed −15%
VSECVse Corp
8.5%Trimmed −2%
TFINTriumph Financial Inc
7.7%
PLUSEplus Inc
5.5%
WINAWinmark Corp
5.3%Added +6%
AGXArgan Inc
5.2%Trimmed −19%
ULSUl Solutions Inc
5.2%
IESCIes Holdings Inc
5.1%Trimmed −26%
UNHUnitedhealth Group Inc
4.2%
AGYSAgilysys Inc
4.2%Added +36%
BKRBaker Hughes Company
3.5%
NYAXNayax Ltd
3.3%Added +26%
SNEXStonex Group Inc
11.8%Trimmed −15%
VSECVse Corp
8.5%Trimmed −2%
TFINTriumph Financial Inc
7.7%
PLUSEplus Inc
5.5%
WINAWinmark Corp
5.3%Added +6%
AGX5.2%ULS5.2%IESC5.1%UNH4.2%AGYS4.2%BKR3.5%NYAX3.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SNEX Stonex Group Inc 11.8% Trimmed −15%VSEC Vse Corp 8.5% Trimmed −2%TFIN Triumph Financial Inc 7.7% HeldPLUS Eplus Inc 5.5% HeldWINA Winmark Corp 5.3% Added +6%AGX Argan Inc 5.2% Trimmed −19%ULS Ul Solutions Inc 5.2% HeldIESC Ies Holdings Inc 5.1% Trimmed −26%UNH Unitedhealth Group Inc 4.2% HeldAGYS Agilysys Inc 4.2% Added +36%BKR Baker Hughes Company 3.5% HeldNYAX Nayax Ltd 3.3% Added +26%
What changed