account_balance
Investment manager · 13F filer · SEC CIK 1831133
Montanaro Asset Management Ltd
Reported value$284Mas of Sep 30, 2026
Positions40 1 new, 3 sold out
Top 10 weight47.2%WTS alone is 6%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
WTSWatts Water Technologies Inc
5.7%
EGPEastGroup Properties Inc
5.5%
BCPCBalchem Corp
4.9%Trimmed −4%
FSSFederal Signal Corp
4.8%
NVMINova Ltd.
4.7%
SITMSitime Corp
4.6%Added +24%
BSYBentley Systems Inc
4.4%
VMIValmont Industries Inc
4.3%
VEEVVeeva Systems Inc
4.3%
SXTSensient Technologies Corp
4.2%Added +39%
CSWCSW Industrials, Inc.
4.1%
EXPOExponent Inc
4.1%
WTSWatts Water Technologies Inc
5.7%
EGPEastGroup Properties Inc
5.5%
BCPCBalchem Corp
4.9%
FSSFederal Signal Corp
4.8%
NVMINova Ltd.
4.7%
SITMSitime Corp
4.6%+24%
BSYBentley Systems Inc
4.4%
VMIValmont Industries Inc
4.3%
VEEVVeeva Systems Inc
4.3%
SXTSensient Technologies Corp
4.2%
CSWCSW Industrials, Inc.
4.1%
EXPOExponent Inc
4.1%
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
WTS Watts Water Technologies Inc 5.7% HeldEGP EastGroup Properties Inc 5.5% HeldBCPC Balchem Corp 4.9% Trimmed −4%FSS Federal Signal Corp 4.8% HeldNVMI Nova Ltd. 4.7% HeldSITM Sitime Corp 4.6% Added +24%BSY Bentley Systems Inc 4.4% HeldVMI Valmont Industries Inc 4.3% HeldVEEV Veeva Systems Inc 4.3% HeldSXT Sensient Technologies Corp 4.2% Added +39%CSW CSW Industrials, Inc. 4.1% HeldEXPO Exponent Inc 4.1% Held
What changed
Biggest moves since Jun 30, 2026
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