Montanaro Asset Management Ltd — 13F holdings

Montanaro Asset Management Ltd reported 42 holdings worth $317M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. NVMI NOVA LTD — $18.7M (5.9%)
2. WTS WATTS WATER TECHNOLOGIES INC — $18.0M (5.7%)
3. EGP EASTGROUP PPTYS INC — $16.1M (5.1%)
4. FSS FEDERAL SIGNAL CORP — $15.7M (5.0%)
5. VMI VALMONT INDS INC — $14.9M (4.7%)
6. BCPC BALCHEM CORP — $14.8M (4.7%)
7. SITM SITIME CORP — $11.9M (3.8%)
8. BSY BENTLEY SYS INC — $11.4M (3.6%)
9. CSW CSW INDUSTRIALS INC — $11.3M (3.6%)
10. HLI HOULIHAN LOKEY INC — $11.1M (3.5%)