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CONGRUENCE CAPITAL, LLC
hedge fundUpdated 28 days agoManaged by Congruence Capital, Llc • Latest filing Q2 2026
Portfolio value
$382.6M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $271.9M |
| Q1 2026 | $298.2M |
| Q2 2026 | $382.6M |
Top holdings
56 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CR CRANE COMPANY | $17.3M | 77.6K | 4.52% | — |
| 2 | F FSS FEDERAL SIGNAL CORP | $16.7M | 129.9K | 4.36% | — |
| 3 | C CR CRANE COMPANY | $15.2M | 68.1K | 3.97% | — |
| 4 | T TDY TELEDYNE TECHNOLOGIES INC | $15.1M | 22.7K | 3.95% | — |
| 5 | F FSS FEDERAL SIGNAL CORP | $14.7M | 114.1K | 3.83% | — |
| 6 | H HUM IDEX CORP | $14.6M | 64.5K | 3.82% | — |
| 7 | N NPO ENPRO INC | $13.4M | 35.6K | 3.51% | — |
| 8 | T TDY TELEDYNE TECHNOLOGIES INC | $13.3M | 20.0K | 3.48% | — |
| 9 | T TKR TIMKEN CO | $13.2M | 90.7K | 3.45% | — |
| 10 | H HUM IDEX CORP | $12.9M | 56.8K | 3.37% | — |
| 11 | S ST SENSATA TECHNOLOGIES HLDG PL | $12.4M | 258.9K | 3.23% | — |
| 12 | N NPO ENPRO INC | $11.8M | 31.3K | 3.08% | — |
| 13 | T TKR TIMKEN CO | $11.6M | 79.8K | 3.03% | — |
| 14 | S ST SENSATA TECHNOLOGIES HLDG PL | $10.9M | 227.3K | 2.84% | — |
| 15 | M MDA MDA SPACE LTD | $9.4M | 227.6K | 2.46% | — |
| 16 | G GFF GRIFFON CORP | $8.8M | 89.9K | 2.29% | — |
| 17 | V VNT VONTIER CORPORATION | $8.3M | 284.8K | 2.16% | — |
| 18 | M MDA MDA SPACE LTD | $8.3M | 199.9K | 2.16% | — |
| 19 | E ESE ESCO TECHNOLOGIES INC | $7.9M | 22.7K | 2.07% | — |
| 20 | G GFF GRIFFON CORP | $7.7M | 78.5K | 2.00% | — |