13F-HR filed by CONGRUENCE CAPITAL, LLC
CONGRUENCE CAPITAL, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-13, with 28 holding rows worth $382,617,733.
- Accession
- 0001172661-26-003366
- Filer
- CIK 2085569
- Filed
- 2026-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 56 entries on the cover page, a total value of $382,617,733 stated on the cover page (in dollars after the unit check, H1), rows summing to $382,617,733 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 |
|---|---|---|---|---|---|---|
| CRANE COMPANY COMMON STOCK | 224408104 | Stock | 145,658 | $32,491,930 | dollars as filed | |
| FEDERAL SIGNAL CORP | 313855108 | COM | 243,958 | $31,346,163 | dollars as filed | |
| TELEDYNE TECHNOLOGIES INC COM | 879360105 | Stock | 42,631 | $28,430,614 | dollars as filed | |
| IDEX CORP COM | 45167R104 | Stock | 121,261 | $27,520,184 | dollars as filed | |
| ENPRO INC | 29355X107 | COM | 66,890 | $25,212,848 | dollars as filed | |
| TIMKEN CO | 887389104 | COM | 170,586 | $24,789,558 | dollars as filed | |
| SENSATA TECHNOLOGIES HLDG PL | g8060n102 | SHS | 486,274 | $23,214,721 | dollars as filed | |
| Mda Space Ltd | 55293N109 | COM | 427,482 | $17,646,457 | dollars as filed | |
| GRIFFON CORP | 398433102 | COM | 168,334 | $16,417,615 | dollars as filed | |
| VONTIER CORPORATION | 928881101 | COM | 535,085 | $15,517,465 | dollars as filed | |
| ESCO TECHNOLOGIES INC | 296315104 | COM | 42,575 | $14,902,953 | dollars as filed | |
| ASTRONICS CORP COM | 046433108 | Stock | 168,856 | $13,721,238 | dollars as filed | |
| TUTOR PERINI CORP | 901109108 | COM | 145,400 | $12,063,838 | dollars as filed | |
| CELLEBRITE DI LTD ORDINARY SHARES | M2197Q107 | Stock | 805,846 | $11,765,351 | dollars as filed | |
| IPG PHOTONICS CORP | 44980X109 | COM | 94,830 | $11,125,456 | dollars as filed | |
| BALCHEM CORP | 057665200 | COM | 60,567 | $10,232,795 | dollars as filed | |
| HILLMAN SOLUTIONS CORP | 431636109 | COM | 1,108,435 | $9,355,192 | dollars as filed | |
| MAYVILLE ENGINEERING CO INC | 578605107 | COMMON STOCK | 235,580 | $8,824,827 | dollars as filed | |
| METHODE ELECTRONICS INC | 591520200 | COMMON STOCK | 441,582 | $8,376,811 | dollars as filed | |
| MITEK SYS INC | 606710200 | COM NEW | 360,635 | $7,259,582 | dollars as filed | |
| M TRON INDUSTRIES INC | 55380K109 | COMMON STOCK | 66,701 | $6,613,404 | dollars as filed | |
| GATES INDL CORP PLC | G39108108 | ORD SHS | 179,120 | $5,009,986 | dollars as filed | |
| BELDEN INC COM | 077454106 | Stock | 41,176 | $4,937,414 | dollars as filed | |
| NWPX INFRASTRUCTURE INC | 667746101 | COM | 30,619 | $4,591,013 | dollars as filed | |
| FREQUENCY ELECTRONICS INC | 358010106 | COMMON STOCK | 66,066 | $4,383,479 | dollars as filed | |
| AEBI SCHMIDT HLDG AG | H00501108 | COM | 310,771 | $3,900,176 | dollars as filed | |
| STANDARD MOTOR PRODS | 853666105 | COMMON STOCK | 42,561 | $1,658,602 | dollars as filed | |
| UNITED STS LIME & MINERALS I | 911922102 | COM | 12,497 | $1,308,061 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-003366 | this filing | 2026-08-13 | acceptance time not in the bulk data set |