CONGRUENCE CAPITAL, LLC

PrivateCIK: 2085569
Location

LOS ANGELES, CA

28
Positions
$382.62M
Total AUM (reported)
6.62M
Total Shares

Allocation by class

TOTAL AUM$382.62M28 positions
COM$302.88M79.2%
COMMON STOCK$32.49M8.5%
SHS$23.21M6.1%
ORDINARY SHARES$11.77M3.1%
COM NEW$7.26M1.9%
ORD SHS$5.01M1.3%

Portfolio Concentration

Top 324.1%4–1039.3%11–2534.8%Rest1.8%TOP 1063.4%0%100%
Top 3$92.27M24.1%
4–10$150.32M39.3%
11–25$133.16M34.8%
Rest$6.87M1.8%

Top 3 weight

24.1%

Top 10 weight

63.4%

Voting Authority Distribution

Total shares with voting rights: 6.62M

Sole

Full voting authority

6.62M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole17
Shared0
Other11
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:

CRANE COMPANY

OTR
COMMON STOCK
Shares145.66K
TypeSH
Market value$32.49M
8.49%
Sole
145.66K
Shared
0.00
None
0.00

FEDERAL SIGNAL CORP

SOLE
COM
Shares243.96K
TypeSH
Market value$31.35M
8.19%
Sole
243.96K
Shared
0.00
None
0.00

TELEDYNE TECHNOLOGIES INC

SOLE
COM
Shares42.63K
TypeSH
Market value$28.43M
7.43%
Sole
42.63K
Shared
0.00
None
0.00

IDEX CORP

SOLE
COM
Shares121.26K
TypeSH
Market value$27.52M
7.19%
Sole
121.26K
Shared
0.00
None
0.00

ENPRO INC

OTR
COM
Shares66.89K
TypeSH
Market value$25.21M
6.59%
Sole
66.89K
Shared
0.00
None
0.00

TIMKEN CO

SOLE
COM
Shares170.59K
TypeSH
Market value$24.79M
6.48%
Sole
170.59K
Shared
0.00
None
0.00

SENSATA TECHNOLOGIES HLDG PL

SOLE
SHS
Shares486.27K
TypeSH
Market value$23.21M
6.07%
Sole
486.27K
Shared
0.00
None
0.00

MDA SPACE LTD

SOLE
COM
Shares427.48K
TypeSH
Market value$17.65M
4.61%
Sole
427.48K
Shared
0.00
None
0.00

GRIFFON CORP

OTR
COM
Shares168.33K
TypeSH
Market value$16.42M
4.29%
Sole
168.33K
Shared
0.00
None
0.00

VONTIER CORPORATION

SOLE
COM
Shares535.09K
TypeSH
Market value$15.52M
4.06%
Sole
535.09K
Shared
0.00
None
0.00

ESCO TECHNOLOGIES INC

OTR
COM
Shares42.58K
TypeSH
Market value$14.90M
3.89%
Sole
42.58K
Shared
0.00
None
0.00

ASTRONICS CORP

SOLE
COM
Shares168.86K
TypeSH
Market value$13.72M
3.59%
Sole
168.86K
Shared
0.00
None
0.00

TUTOR PERINI CORP

SOLE
COM
Shares145.40K
TypeSH
Market value$12.06M
3.15%
Sole
145.40K
Shared
0.00
None
0.00

CELLEBRITE DI LTD

SOLE
ORDINARY SHARES
Shares805.85K
TypeSH
Market value$11.77M
3.07%
Sole
805.85K
Shared
0.00
None
0.00

IPG PHOTONICS CORP

OTR
COM
Shares94.83K
TypeSH
Market value$11.13M
2.91%
Sole
94.83K
Shared
0.00
None
0.00

BALCHEM CORP

SOLE
COM
Shares60.57K
TypeSH
Market value$10.23M
2.67%
Sole
60.57K
Shared
0.00
None
0.00

HILLMAN SOLUTIONS CORP

SOLE
COM
Shares1.11M
TypeSH
Market value$9.36M
2.45%
Sole
1.11M
Shared
0.00
None
0.00

MAYVILLE ENGR CO INC

OTR
COM
Shares235.58K
TypeSH
Market value$8.82M
2.31%
Sole
235.58K
Shared
0.00
None
0.00

METHODE ELECTRS INC

OTR
COM
Shares441.58K
TypeSH
Market value$8.38M
2.19%
Sole
441.58K
Shared
0.00
None
0.00

MITEK SYS INC

SOLE
COM NEW
Shares360.63K
TypeSH
Market value$7.26M
1.90%
Sole
360.63K
Shared
0.00
None
0.00

M-TRON INDS INC

OTR
COM
Shares66.70K
TypeSH
Market value$6.61M
1.73%
Sole
66.70K
Shared
0.00
None
0.00

GATES INDL CORP PLC

OTR
ORD SHS
Shares179.12K
TypeSH
Market value$5.01M
1.31%
Sole
179.12K
Shared
0.00
None
0.00

BELDEN INC

SOLE
COM
Shares41.18K
TypeSH
Market value$4.94M
1.29%
Sole
41.18K
Shared
0.00
None
0.00

NWPX INFRASTRUCTURE INC

SOLE
COM
Shares30.62K
TypeSH
Market value$4.59M
1.20%
Sole
30.62K
Shared
0.00
None
0.00

FREQUENCY ELECTRS INC

OTR
COM
Shares66.07K
TypeSH
Market value$4.38M
1.15%
Sole
66.07K
Shared
0.00
None
0.00
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