§ 13F · FUND PROFILE
CONGRUENCE CAPITAL, LLC.
AUM · $383M (13F)Positions · 56Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CR | CRANE COMPANY | 78K | $17M | 4.5% | +28% |
| 2 | FSS | FEDERAL SIGNAL CORP | 130K | $17M | 4.4% | +36% |
| 3 | CR | CRANE COMPANY | 68K | $15M | 4.0% | — |
| 4 | TDY | TELEDYNE TECHNOLOGIES INC | 23K | $15M | 4.0% | NEW |
| 5 | FSS | FEDERAL SIGNAL CORP | 114K | $15M | 3.8% | — |
| 6 | IEX | IDEX CORP | 64K | $15M | 3.8% | +57% |
| 7 | NPO | ENPRO INC | 36K | $13M | 3.5% | −15% |
| 8 | TDY | TELEDYNE TECHNOLOGIES INC | 20K | $13M | 3.5% | — |
| 9 | TKR | TIMKEN CO | 91K | $13M | 3.4% | +7% |
| 10 | IEX | IDEX CORP | 57K | $13M | 3.4% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONGRUENCE SIGNAL
AC read
CONGRUENCE CAPITAL, LLC is a Other fund managing $383 million in assets. The fund runs a portfolio of 56 positions.
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