CONGRUENCE CAPITAL, LLC — 13F Holdings & Portfolio

CIK 2085569 · latest 13F-HR filed 2026-08-13

CONGRUENCE CAPITAL, LLC manages $382.6M in 13F-reported U.S. long-equity assets across 56 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CR (4.52%), FSS (4.36%), CR (3.97%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 8, added to 16, and trimmed 5.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
11111 SANTA MONICA BLVD.
SUITE 630
LOS ANGELES, CA 90025
Phone
(213) 757-8205
Filing Manager
CONGRUENCE CAPITAL, LLC
LOS ANGELES, CA
Signatory
JOSHUA NIP
CHIEF FINANCIAL OFFICER
Loading holdings…
AUM

$382.6M

Long-equity book

Holdings

56

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+6 / −8 / ↑16 / ↓5

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CRANE COMPANY$13.0M +66.7%
  • IDEX CORP$12.9M +88.0%
  • FEDERAL SIGNAL CORP$12.0M +61.6%
  • MDA SPACE LTD$11.7M +195.0%
  • TIMKEN CO$8.8M +54.8%
Show all 16

Top Trims

  • ESCO TECHNOLOGIES INC-$8.7M -36.8%
  • BALCHEM CORP-$4.6M -31.1%
  • STANDARD MTR PRODS INC-$4.3M -72.3%
  • UNITED STS LIME & MINERALS I-$3.8M -74.4%
  • GRIFFON CORP-$1.8M -9.6%
Show all 5

New Positions

  • TELEDYNE TECHNOLOGIES INC$28.4M
  • VONTIER CORPORATION$15.5M
  • IPG PHOTONICS CORP$11.1M
  • METHODE ELECTRS INC$8.4M
  • GATES INDL CORP PLC$5.0M
Show all 6

Exited Positions

  • GREENBRIER COS INC$15.2M
  • ECOVYST INC$10.5M
  • SPX TECHNOLOGIES INC$8.1M
  • ASTEC INDS INC$6.7M
  • GIBRALTAR INDS INC$4.2M
Show all 8
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CRANE COMPANY CR 224408104 $17.3M 4.52% 77,559 SH
2 FEDERAL SIGNAL CORP FSS 313855108 $16.7M 4.36% 129,900 SH
3 CRANE COMPANY CR 224408104 $15.2M 3.97% 68,099 SH
4 TELEDYNE TECHNOLOGIES INC TDY 879360105 $15.1M 3.95% 22,672 SH
5 FEDERAL SIGNAL CORP FSS 313855108 $14.7M 3.83% 114,058 SH
6 IDEX CORP IEX 45167R104 $14.6M 3.82% 64,450 SH
7 ENPRO INC NPO 29355X107 $13.4M 3.51% 35,615 SH
8 TELEDYNE TECHNOLOGIES INC TDY 879360105 $13.3M 3.48% 19,959 SH
9 TIMKEN CO TKR 887389104 $13.2M 3.45% 90,736 SH
10 IDEX CORP IEX 45167R104 $12.9M 3.37% 56,811 SH
11 SENSATA TECHNOLOGIES HLDG PL ST G8060N102 $12.4M 3.23% 258,925 SH
12 ENPRO INC NPO 29355X107 $11.8M 3.08% 31,275 SH
13 TIMKEN CO TKR 887389104 $11.6M 3.03% 79,850 SH
14 SENSATA TECHNOLOGIES HLDG PL ST G8060N102 $10.9M 2.84% 227,349 SH
15 MDA SPACE LTD MDA 55293N109 $9.4M 2.46% 227,610 SH
16 GRIFFON CORP GFF 398433102 $8.8M 2.29% 89,861 SH
17 VONTIER CORPORATION VNT 928881101 $8.3M 2.16% 284,758 SH
18 MDA SPACE LTD MDA 55293N109 $8.3M 2.16% 199,872 SH
19 ESCO TECHNOLOGIES INC ESE 296315104 $7.9M 2.07% 22,670 SH
20 GRIFFON CORP GFF 398433102 $7.7M 2.00% 78,473 SH
21 ASTRONICS CORP ATRO 046433108 $7.6M 1.98% 93,058 SH
22 VONTIER CORPORATION VNT 928881101 $7.3M 1.90% 250,327 SH
23 ESCO TECHNOLOGIES INC ESE 296315104 $7.0M 1.82% 19,905 SH
24 CELLEBRITE DI LTD CLBT M2197Q107 $6.5M 1.70% 445,199 SH
25 TUTOR PERINI CORP TPC 901109108 $6.4M 1.68% 77,329 SH
26 ASTRONICS CORP ATRO 046433108 $6.2M 1.61% 75,798 SH
27 IPG PHOTONICS CORP IPGP 44980X109 $5.9M 1.55% 50,456 SH
28 TUTOR PERINI CORP TPC 901109108 $5.6M 1.48% 68,071 SH
29 BALCHEM CORP BCPC 057665200 $5.4M 1.42% 32,245 SH
30 CELLEBRITE DI LTD CLBT M2197Q107 $5.3M 1.38% 360,647 SH
31 IPG PHOTONICS CORP IPGP 44980X109 $5.2M 1.36% 44,374 SH
32 MAYVILLE ENGR CO INC MEC 578605107 $5.1M 1.32% 134,913 SH
33 HILLMAN SOLUTIONS CORP HLMN 431636109 $5.0M 1.31% 593,440 SH
34 BALCHEM CORP BCPC 057665200 $4.8M 1.25% 28,322 SH
35 METHODE ELECTRS INC MEI 591520200 $4.5M 1.16% 234,699 SH
36 HILLMAN SOLUTIONS CORP HLMN 431636109 $4.3M 1.14% 514,995 SH
37 MITEK SYS INC MITK 606710200 $4.1M 1.08% 205,793 SH
38 M-TRON INDS INC MPTI 55380K109 $4.1M 1.06% 40,848 SH
39 METHODE ELECTRS INC MEI 591520200 $3.9M 1.03% 206,883 SH
40 MAYVILLE ENGR CO INC MEC 578605107 $3.8M 0.99% 100,667 SH
41 MITEK SYS INC MITK 606710200 $3.1M 0.81% 154,842 SH
42 NWPX INFRASTRUCTURE INC NWPX 667746101 $2.7M 0.71% 18,229 SH
43 GATES INDL CORP PLC GTES G39108108 $2.7M 0.70% 95,361 SH
44 BELDEN INC BDC 077454106 $2.6M 0.69% 21,922 SH
45 M-TRON INDS INC MPTI 55380K109 $2.6M 0.67% 25,853 SH
46 FREQUENCY ELECTRS INC FEIM 358010106 $2.3M 0.61% 35,325 SH
47 GATES INDL CORP PLC GTES G39108108 $2.3M 0.61% 83,759 SH
48 AEBI SCHMIDT HLDG AG AEBI H00501108 $2.3M 0.60% 184,286 SH
49 BELDEN INC BDC 077454106 $2.3M 0.60% 19,254 SH
50 FREQUENCY ELECTRS INC FEIM 358010106 $2.0M 0.53% 30,741 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $382.6M 56 0001172661-26-003366
2026-03-31 2026-05-14 $298.2M 60 0001172661-26-001971
2025-12-31 2026-02-13 $271.9M 60 0001172661-26-000756