AltraVue Capital, LLC 13F 持仓 · 2026年Q2
AltraVue Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 26 只证券，申报市值合计 13.87 亿美元。前几大持仓：SNEX（11.76%）、VSEC（8.47%）、TFIN（7.73%）。本季前 25 大持仓中：新建仓 1 只、增持 5 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SNEX | STONEX GROUP INC | $163.2M | 11.76% | 1.4M | 减持 |
| 2 | VSEC | VSE CORP | $117.5M | 8.47% | 514,157 | 减持 |
| 3 | TFIN | TRIUMPH FINANCIAL INC | $107.2M | 7.73% | 1.4M | 减持 |
| 4 | PLUS | EPLUS INC | $75.8M | 5.47% | 910,893 | 减持 |
| 5 | WINA | WINMARK CORP | $72.9M | 5.26% | 172,363 | 增持 |
| 6 | AGX | ARGAN INC | $72.2M | 5.21% | 90,472 | 减持 |
| 7 | ULS | UL SOLUTIONS INC | $71.5M | 5.16% | 702,316 | 持平 |
| 8 | IESC | IES HOLDINGS INC | $70.8M | 5.10% | 96,317 | 减持 |
| 9 | UNH | UNITEDHEALTH GROUP INC | $58.9M | 4.25% | 141,720 | 持平 |
| 10 | AGYS | AGILYSYS INC | $57.7M | 4.16% | 552,557 | 增持 |
| 11 | BKR | BAKER HUGHES COMPANY | $48.8M | 3.52% | 879,140 | 持平 |
| 12 | NYAX | NAYAX LTD | $45.2M | 3.26% | 690,135 | 增持 |
| 13 | MAR | MARRIOTT INTL INC NEW | $44.2M | 3.19% | 119,280 | 持平 |
| 14 | NVR | NVR INC | $41.4M | 2.98% | 6,070 | 持平 |
| 15 | UFPT | UFP TECHNOLOGIES INC | $39.1M | 2.82% | 147,466 | 减持 |
| 16 | LYTS | LSI INDS INC OHIO | $37.0M | 2.67% | 1.4M | 减持 |
| 17 | BGC | BGC GROUP INC | $35.8M | 2.58% | 3.3M | 减持 |
| 18 | NBBK | NB BANCORP INC | $35.0M | 2.52% | 1.7M | 增持 |
| 19 | ODC | OIL DRI CORP AMER | $32.6M | 2.35% | 318,770 | 减持 |
| 20 | FSV | FIRSTSERVICE CORP NEW | $32.1M | 2.31% | 225,625 | 增持 |
| 21 | DJCO | DAILY JOURNAL CORP | $29.0M | 2.09% | 48,316 | 减持 |
| 22 | ECVT | ECOVYST INC | $25.0M | 1.80% | 2.0M | 新建仓 |
| 23 | IIIV | I3 VERTICALS INC | $23.9M | 1.72% | 1.1M | 减持 |
| 24 | CLMB | CLIMB GLOBAL SOLUTIONS INC | $21.8M | 1.57% | 939,774 | 减持 |
| 25 | CWCO | CONSOLIDATED WATER CO INC | $20.1M | 1.45% | 680,620 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR