account_balance
Investment manager · 13F filer · SEC CIK 2085569
Congruence Capital, LLC
Reported value$383Mas of Jun 30, 2026
Positions28 6 new, 8 sold out
Top 10 weight63.4%CR alone is 8%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CRCrane Co
8.5%Added +28%
FSSFederal Signal Corp
8.2%Added +36%
TDYTeledyne Technologies Inc
7.4%New
IEXIdex Corp
7.2%Added +57%
NPOEnpro Inc.
6.6%Trimmed −15%
TKRTimken Co
6.5%Added +7%
STSensata Technologies Holding PLC
6.1%Trimmed −17%
MDAMDA Space Ltd.
4.6%Added +81%
GFFGriffon Corp
4.3%Trimmed −33%
VNTVontier Corp
4.1%New
ESEEsco Technologies Inc
3.9%Trimmed −49%
ATROAstronics Corp
3.6%Trimmed −4%
CRCrane Co
8.5%+28%
FSSFederal Signal Corp
8.2%+36%
TDYTeledyne Technologies Inc
7.4%
IEXIdex Corp
7.2%Added +57%
NPOEnpro Inc.
6.6%Trimmed −15%
TKRTimken Co
6.5%+7%
STSensata Technologies Holding PLC
6.1%
MDAMDA Space Ltd.
4.6%
GFFGriffon Corp
4.3%
VNTVontier Corp
4.1%
ESEEsco Technologies Inc
3.9%
ATROAstronics Corp
3.6%
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
CR Crane Co 8.5% Added +28%FSS Federal Signal Corp 8.2% Added +36%TDY Teledyne Technologies Inc 7.4% NewIEX Idex Corp 7.2% Added +57%NPO Enpro Inc. 6.6% Trimmed −15%TKR Timken Co 6.5% Added +7%ST Sensata Technologies Holding PLC 6.1% Trimmed −17%MDA MDA Space Ltd. 4.6% Added +81%GFF Griffon Corp 4.3% Trimmed −33%VNT Vontier Corp 4.1% NewESE Esco Technologies Inc 3.9% Trimmed −49%ATRO Astronics Corp 3.6% Trimmed −4%
What changed
Biggest moves since Mar 31, 2026
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