Altravue Capital
$1.2B Assets Reported
28 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SNEX | STONEX GROUP INC | 1,628,997 | $131M | 11.3% |
| VSEC | VSE CORP | 524,797 | $97M | 8.3% |
| TFIN | TRIUMPH FINANCIAL INC | 1,431,717 | $85M | 7.4% |
| PLUS | EPLUS INC | 926,653 | $70M | 6.0% |
| WINA | WINMARK CORP | 161,863 | $69M | 6.0% |
| IESC | IES HOLDINGS INC | 129,767 | $62M | 5.3% |
| AGX | ARGAN INC | 111,802 | $61M | 5.2% |
| ULS | UL SOLUTIONS INC | 702,316 | $60M | 5.2% |
| BKR | BAKER HUGHES COMPANY | 879,140 | $54M | 4.6% |
| NVR | NVR INC | 6,070 | $40M | 3.4% |
Track Altravue Capital's 13F portfolio: $1.2B in reported holdings, 28 positions. Top holdings, AUM, and quarterly changes on SentiSense.