AltraVue Capital, LLC — 13F holdings

AltraVue Capital, LLC reported 47 holdings worth $1.39B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. SNEX STONEX GROUP INC — $163M (11.8%)
2. VSEC VSE CORP — $117M (8.5%)
3. TFIN TRIUMPH FINANCIAL INC — $107M (7.7%)
4. PLUS EPLUS INC — $75.8M (5.5%)
5. WINA WINMARK CORP — $72.9M (5.3%)
6. AGX ARGAN INC — $72.2M (5.2%)
7. ULS UL SOLUTIONS INC — $71.5M (5.2%)
8. IESC IES HLDGS INC — $70.8M (5.1%)
9. UNH UNITEDHEALTH GROUP INC — $58.9M (4.2%)
10. AGYS AGILYSYS INC — $57.7M (4.2%)