StockDriftsStockDriftsTop 28 Congruence Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ESE | ESCO TECHNOLOGIES INC | 7.9% | 83.7K | $23.6M | new | $238.38(+39.60%) | 2026-03-31 | |
| ST | SENSATA TECHNOLOGIES HLDG PL | 6.92% | 585.6K | $20.6M | new | $34.26(+32.36%) | 2026-03-31 | |
| NPO | ENPRO INC | 6.59% | 78.4K | $19.7M | +50.32%(+26.26K) | $224.19(+49.65%) | 2026-03-31 | |
| CR | CRANE COMPANY | 6.53% | 114.0K | $19.5M | +12.98%(+13.09K) | $581.61(-62.58%) | 2026-03-31 | |
| FSS | FEDERAL SIGNAL CORP | 6.5% | 179.3K | $19.4M | new | $108.36(+20.97%) | 2026-03-31 | |
| GFF | GRIFFON CORP | 6.09% | 250.0K | $18.2M | +53.63%(+87.28K) | $74.29(+24.99%) | 2026-03-31 | |
| TKR | TIMKEN CO | 5.37% | 159.2K | $16.0M | new | $92.35(+50.69%) | 2026-03-31 | |
| GBX | GREENBRIER COS INC | 5.1% | 289.0K | $15.2M | +112.80%(+153.21K) | $48.17(-1.31%) | 2026-03-31 | |
| BCPC | BALCHEM CORP | 4.98% | 87.7K | $14.9M | -20.66%(-22.82K) | $151.71(+11.26%) | 2026-03-31 | |
| IEX | IDEX CORP | 4.91% | 77.2K | $14.6M | -19.52%(-18.73K) | $170.35(+31.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.11% | +9.63% |
| Top 20 Holdings Unweighted | +7.79% | +25.25% |
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