StockDriftsStockDriftsTop 27 AltraVue Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNEX | STONEX GROUP INC | 11.32% | 1.63M | $131.4M | +24.20%(+317.37K) | $19.09(+504.52%) | 2026-03-31 | |
| VSEC | VSE CORP | 8.34% | 524.8K | $96.8M | -18.11%(-116.03K) | $85.96(+108.35%) | 2026-03-31 | |
| TFIN | TRIUMPH FINANCIAL INC | 7.36% | 1.43M | $85.4M | -5.55%(-84.16K) | $62.74(+1.43%) | 2026-03-31 | |
| PLUS | EPLUS INC | 6.01% | 926.7K | $69.7M | -7.48%(-74.91K) | $45.19(+88.91%) | 2026-03-31 | |
| WINA | WINMARK CORP | 5.96% | 161.9K | $69.2M | -7.01%(-12.21K) | $288.63(+25.36%) | 2026-03-31 | |
| IESC | IES HOLDINGS INC | 5.33% | 129.8K | $61.8M | -9.02%(-12.87K) | $46.79(+1390.11%) | 2026-03-31 | |
| AGX | ARGAN INC | 5.24% | 111.8K | $60.9M | -21.79%(-31.14K) | $48.82(+1417.66%) | 2026-03-31 | |
| ULS | UL SOLUTIONS INC | 5.18% | 702.3K | $60.2M | -15.46%(-128.45K) | $42.19(+138.45%) | 2026-03-31 | |
| BKR | BAKER HUGHES COMPANY | 4.62% | 879.1K | $53.7M | -12.91%(-130.37K) | $20.62(+213.27%) | 2026-03-31 | |
| NVR | NVR INC | 3.45% | 6.1K | $40.0M | +13.25%(+710) | $4529.57(+25.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +29.23% | +115.82% |
| Top 20 Holdings Unweighted | +28.86% | +113.99% |
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