13F-HR filed by CONGRUENCE CAPITAL, LLC
CONGRUENCE CAPITAL, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-14, with 30 holding rows worth $298,208,741.
- Accession
- 0001172661-26-001971
- Filer
- CIK 2085569
- Filed
- 2026-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 60 entries on the cover page, a total value of $298,208,741 stated on the cover page (in dollars after the unit check, H1), rows summing to $298,208,741 with VALUE read as dollars as filed, 13F file number 028-26341. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerSummitTX Capital, L.P.028-25605
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ESCO TECHNOLOGIES INC | 296315104 | COM | 83,744 | $23,563,049 | dollars as filed | |
| SENSATA TECHNOLOGIES HLDG PL | g8060n102 | SHS | 585,627 | $20,625,784 | dollars as filed | |
| ENPRO INC | 29355X107 | COM | 78,431 | $19,658,730 | dollars as filed | |
| CRANE COMPANY COMMON STOCK | 224408104 | Stock | 113,964 | $19,487,844 | dollars as filed | |
| FEDERAL SIGNAL CORP | 313855108 | COM | 179,350 | $19,394,910 | dollars as filed | |
| GRIFFON CORP | 398433102 | COM | 250,008 | $18,170,582 | dollars as filed | |
| TIMKEN CO | 887389104 | COM | 159,236 | $16,014,365 | dollars as filed | |
| GREENBRIER COS INC | 393657101 | COM | 289,039 | $15,217,903 | dollars as filed | |
| BALCHEM CORP | 057665200 | COM | 87,658 | $14,856,278 | dollars as filed | |
| IDEX CORP COM | 45167R104 | Stock | 77,232 | $14,639,326 | dollars as filed | |
| TUTOR PERINI CORP | 901109108 | COM | 164,052 | $12,663,174 | dollars as filed | |
| ASTRONICS CORP COM | 046433108 | Stock | 175,366 | $11,702,173 | dollars as filed | |
| ECOVYST INC | 27923Q109 | COM | 815,443 | $10,486,597 | dollars as filed | |
| CELLEBRITE DI LTD ORDINARY SHARES | M2197Q107 | Stock | 760,673 | $10,482,074 | dollars as filed | |
| SPX TECHNOLOGIES INC | 78473E103 | COM | 40,603 | $8,118,164 | dollars as filed | |
| HILLMAN SOLUTIONS CORP | 431636109 | COM | 890,972 | $7,412,887 | dollars as filed | |
| ASTEC INDS INC | 046224101 | COM | 124,069 | $6,679,875 | dollars as filed | |
| STANDARD MOTOR PRODS | 853666105 | COMMON STOCK | 172,395 | $5,989,003 | dollars as filed | |
| Mda Space Ltd | 55293N109 | COM | 236,275 | $5,982,483 | dollars as filed | |
| MITEK SYS INC | 606710200 | COM NEW | 384,623 | $5,192,412 | dollars as filed | |
| UNITED STS LIME & MINERALS I | 911922102 | COM | 39,068 | $5,102,671 | dollars as filed | |
| NWPX INFRASTRUCTURE INC | 667746101 | COM | 55,825 | $4,346,534 | dollars as filed | |
| MAYVILLE ENGINEERING CO INC | 578605107 | COMMON STOCK | 234,475 | $4,208,827 | dollars as filed | |
| GIBRALTAR INDS INC | 374689107 | COM | 105,371 | $4,201,142 | dollars as filed | |
| VALMONT INDS INC COM | 920253101 | Stock | 9,678 | $3,867,038 | dollars as filed | |
| Matrix Service Company | 576853105 | COM | 304,145 | $3,491,585 | dollars as filed | |
| AEBI SCHMIDT HLDG AG | H00501108 | COM | 307,905 | $2,989,757 | dollars as filed | |
| M TRON INDUSTRIES INC | 55380K109 | COMMON STOCK | 42,256 | $2,824,814 | dollars as filed | |
| FREQUENCY ELECTRONICS INC | 358010106 | COMMON STOCK | 17,996 | $796,504 | dollars as filed | |
| M-TRON INDS INC | 55380K133 | rt | 42,256 | $42,256 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-001971 | this filing | 2026-05-14 | acceptance time not in the bulk data set |