In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Congruence Capital, LLC reported 28 stock positions worth $382.6 million . Its top holding was Crane (CR) at 8.5% of the portfolio, followed by Federal Signal (FSS, 8.2% ) and Teledyne Technologies (TDY, 7.4% ). Compared with Q1 2026, it opened 6 new positions, sold out of 7, added to 11 and reduced 11. The biggest buy was a new position in Teledyne Technologies (TDY) and the biggest sale an exit from Greenbrier Companies (GBX).
Location LOS ANGELES, CA
CIK 0002085569
Portfolio Value $382.6M (Q2 2026) Holdings 28 stocks · $382.6M Holdings quarter Q2 2026 Q1 2026 Q4 2025
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 CR Crane Co. 145,658 $32.5M Add +27.8% FSS Federal Signal Corp. 243,958 $31.3M Add +36.0% TDY Teledyne Technologies Inc. 42,631 $28.4M New IEX Idex Corp. 121,261 $27.5M Add +57.0% NPO Enpro Inc. 66,890 $25.2M Reduce -14.7% TKR Timken Co. 170,586 $24.8M Add +7.1% ST Sensata Technologies Holdplc 486,274 $23.2M Reduce -17.0% MDA Mda Space Ltd. 427,482 $17.6M Add +80.9% GFF Griffon Corp. 168,334 $16.4M Reduce -32.7% VNT Vontier Corp. 535,085 $15.5M New ESE Esco Technologies Inc. 42,575 $14.9M Reduce -49.2% ATRO Astronics Corp. 168,856 $13.7M Reduce -3.7% TPC Tutor Perini Corp. 145,400 $12.1M Reduce -11.4% CLBT Cellebrite Di Ltd. 805,846 $11.8M Add +5.9% IPGP Ipg Photonics Corp. 94,830 $11.1M New BCPC Balchem Corp. 60,567 $10.2M Reduce -30.9% HLMN Hillman Solutions Corp. 1,108,435 $9.4M Add +24.4% MEC Mayville Engineering Co. Inc. 235,580 $8.8M Add +0.5% MEI Methode Electronics Inc. 441,582 $8.4M New MITK Mitek Systems Inc. 360,635 $7.3M Reduce -6.2% MPTI M-Tron Industries Inc. 66,701 $6.6M Add +57.9% GTES Gates Industrial Corp. UK Ltd. 179,120 $5.0M New BDC Belden Inc. 41,176 $4.9M New NWPX NWPX Infrastructure Inc. 30,619 $4.6M Reduce -45.1% FEIM Frequency Electronics Inc. 66,066 $4.4M Add +267.1% AEBI Aebi Schmidt Holding AG 310,771 $3.9M Add +0.9% SMP Standard Motor Prods 42,561 $1.7M Reduce -75.3% USLM United States Lime & Mineral 12,497 $1.3M Reduce -68.0%
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ GBX Greenbrier Companies Inc. Sold out 0.00% −5.10 ESE Esco Technologies Inc. Reduce -49.2% 3.90% −4.01 ECVT Ecovyst Inc. Sold out 0.00% −3.52 SPXC SPX Technologies Inc. Sold out 0.00% −2.72 BCPC Balchem Corp. Reduce -30.9% 2.67% −2.31 ASTE Astec Industries Inc. Sold out 0.00% −2.24 GFF Griffon Corp. Reduce -32.7% 4.29% −1.80 SMP Standard Motor Prods Reduce -75.3% 0.43% −1.58 ROCK Gibraltar Industries Inc. Sold out 0.00% −1.41 USLM United States Lime & Mineral Reduce -68.0% 0.34% −1.37 VMI Valmont Industries Sold out 0.00% −1.30 MTRX Matrix Service Co. Sold out 0.00% −1.17 TPC Tutor Perini Corp. Reduce -11.4% 3.15% −1.09 ST Sensata Technologies Holdplc Reduce -17.0% 6.07% −0.85 ATRO Astronics Corp. Reduce -3.7% 3.59% −0.34 NWPX NWPX Infrastructure Inc. Reduce -45.1% 1.20% −0.26 NPO Enpro Inc. Reduce -14.7% 6.59% −0.00 MITK Mitek Systems Inc. Reduce -6.2% 1.90% +0.16
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ TDY Teledyne Technologies Inc. New 7.43% +7.43 VNT Vontier Corp. New 4.06% +4.06 IPGP Ipg Photonics Corp. New 2.91% +2.91 MDA Mda Space Ltd. Add +80.9% 4.61% +2.61 IEX Idex Corp. Add +57.0% 7.19% +2.28 MEI Methode Electronics Inc. New 2.19% +2.19 CR Crane Co. Add +27.8% 8.49% +1.96 FSS Federal Signal Corp. Add +36.0% 8.19% +1.69 GTES Gates Industrial Corp. UK Ltd. New 1.31% +1.31 BDC Belden Inc. New 1.29% +1.29 TKR Timken Co. Add +7.1% 6.48% +1.11 MEC Mayville Engineering Co. Inc. Add +0.5% 2.31% +0.89 FEIM Frequency Electronics Inc. Add +267.1% 1.15% +0.88 MPTI M-Tron Industries Inc. Add +57.9% 1.73% +0.78 AEBI Aebi Schmidt Holding AG Add +0.9% 1.02% +0.02 HLMN Hillman Solutions Corp. Add +24.4% 2.44% −0.04 CLBT Cellebrite Di Ltd. Add +5.9% 3.08% −0.44
Notes & Other Activity Q1 2026 → Q2 2026 Security Class Change vs Q1 2026 Shares / Principal Value ▼ M-TRON INDUSTRIES INC RIGHT 04/15/2026 Sold out 42,256 $42Kbefore exit
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 28 $382.6M CR, FSS, TDY, IEX, NPO Q1 2026 29 $298.2M ESE, ST, NPO, CR, FSS Q4 2025 30 $271.9M FTV, ATRO, CR, IEX, BCPC