CONGRUENCE CAPITAL, LLC

PrivateCIK: 2085569
Location

LOS ANGELES, CA

30
Positions
$298.21M
Total AUM (reported)
6.83M
Total Shares

Allocation by class

TOTAL AUM$298.21M30 positions
COM$242.38M81.3%
SHS$20.63M6.9%
COMMON STOCK$19.49M6.5%
ORDINARY SHARES$10.48M3.5%
COM NEW$5.19M1.7%
RIGHT 04/15/2026$42.3K0.0%

Portfolio Concentration

Top 321.4%4–1039.5%11–2535.7%Rest3.4%TOP 1060.9%0%100%
Top 3$63.85M21.4%
4–10$117.78M39.5%
11–25$106.44M35.7%
Rest$10.14M3.4%

Top 3 weight

21.4%

Top 10 weight

60.9%

Voting Authority Distribution

Total shares with voting rights: 6.83M

Sole

Full voting authority

6.83M

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)

Sole0
Shared0
Other30
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:

ESCO TECHNOLOGIES INC

OTR
COM
Shares83.74K
TypeSH
Market value$23.56M
7.90%
Sole
83.74K
Shared
0.00
None
0.00

SENSATA TECHNOLOGIES HLDG PL

OTR
SHS
Shares585.63K
TypeSH
Market value$20.63M
6.92%
Sole
585.63K
Shared
0.00
None
0.00

ENPRO INC

OTR
COM
Shares78.43K
TypeSH
Market value$19.66M
6.59%
Sole
78.43K
Shared
0.00
None
0.00

CRANE COMPANY

OTR
COMMON STOCK
Shares113.96K
TypeSH
Market value$19.49M
6.53%
Sole
113.96K
Shared
0.00
None
0.00

FEDERAL SIGNAL CORP

OTR
COM
Shares179.35K
TypeSH
Market value$19.39M
6.50%
Sole
179.35K
Shared
0.00
None
0.00

GRIFFON CORP

OTR
COM
Shares250.01K
TypeSH
Market value$18.17M
6.09%
Sole
250.01K
Shared
0.00
None
0.00

TIMKEN CO

OTR
COM
Shares159.24K
TypeSH
Market value$16.01M
5.37%
Sole
159.24K
Shared
0.00
None
0.00

GREENBRIER COS INC

OTR
COM
Shares289.04K
TypeSH
Market value$15.22M
5.10%
Sole
289.04K
Shared
0.00
None
0.00

BALCHEM CORP

OTR
COM
Shares87.66K
TypeSH
Market value$14.86M
4.98%
Sole
87.66K
Shared
0.00
None
0.00

IDEX CORP

OTR
COM
Shares77.23K
TypeSH
Market value$14.64M
4.91%
Sole
77.23K
Shared
0.00
None
0.00

TUTOR PERINI CORP

OTR
COM
Shares164.05K
TypeSH
Market value$12.66M
4.25%
Sole
164.05K
Shared
0.00
None
0.00

ASTRONICS CORP

OTR
COM
Shares175.37K
TypeSH
Market value$11.70M
3.92%
Sole
175.37K
Shared
0.00
None
0.00

ECOVYST INC

OTR
COM
Shares815.44K
TypeSH
Market value$10.49M
3.52%
Sole
815.44K
Shared
0.00
None
0.00

CELLEBRITE DI LTD

OTR
ORDINARY SHARES
Shares760.67K
TypeSH
Market value$10.48M
3.52%
Sole
760.67K
Shared
0.00
None
0.00

SPX TECHNOLOGIES INC

OTR
COM
Shares40.60K
TypeSH
Market value$8.12M
2.72%
Sole
40.60K
Shared
0.00
None
0.00

HILLMAN SOLUTIONS CORP

OTR
COM
Shares890.97K
TypeSH
Market value$7.41M
2.49%
Sole
890.97K
Shared
0.00
None
0.00

ASTEC INDS INC

OTR
COM
Shares124.07K
TypeSH
Market value$6.68M
2.24%
Sole
124.07K
Shared
0.00
None
0.00

STANDARD MTR PRODS INC

OTR
COM
Shares172.40K
TypeSH
Market value$5.99M
2.01%
Sole
172.40K
Shared
0.00
None
0.00

MDA SPACE LTD

OTR
COM
Shares236.28K
TypeSH
Market value$5.98M
2.01%
Sole
236.28K
Shared
0.00
None
0.00

MITEK SYS INC

OTR
COM NEW
Shares384.62K
TypeSH
Market value$5.19M
1.74%
Sole
384.62K
Shared
0.00
None
0.00

UNITED STS LIME & MINERALS I

OTR
COM
Shares39.07K
TypeSH
Market value$5.10M
1.71%
Sole
39.07K
Shared
0.00
None
0.00

NWPX INFRASTRUCTURE INC

OTR
COM
Shares55.83K
TypeSH
Market value$4.35M
1.46%
Sole
55.83K
Shared
0.00
None
0.00

MAYVILLE ENGR CO INC

OTR
COM
Shares234.47K
TypeSH
Market value$4.21M
1.41%
Sole
234.47K
Shared
0.00
None
0.00

GIBRALTAR INDS INC

OTR
COM
Shares105.37K
TypeSH
Market value$4.20M
1.41%
Sole
105.37K
Shared
0.00
None
0.00

VALMONT INDS INC

OTR
COM
Shares9.68K
TypeSH
Market value$3.87M
1.30%
Sole
9.68K
Shared
0.00
None
0.00
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