CONGRUENCE CAPITAL, LLC — 13F holdings

CONGRUENCE CAPITAL, LLC reported 56 holdings worth $383M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. CR CRANE COMPANY — $32.5M (8.5%)
2. FSS FEDERAL SIGNAL CORP — $31.3M (8.2%)
3. TDY TELEDYNE TECHNOLOGIES INC — $28.4M (7.4%)
4. IEX IDEX CORP — $27.5M (7.2%)
5. NPO Enpro Inc — $25.2M (6.6%)
6. TKR TIMKEN CO — $24.8M (6.5%)
7. ST SENSATA TECHNOLOGIES HLDG PL — $23.2M (6.1%)
8. MDA MDA SPACE LTD — $17.6M (4.6%)
9. GFF GRIFFON CORP — $16.4M (4.3%)
10. VNT VONTIER CORPORATION — $15.5M (4.1%)