AltraVue Capital, LLC holds a focused book of 25 stocks worth $1.2B as of Q3 2025 (disclosed Nov 12, 2025, a ~43-day 13F lag). This quarter they opened Climb Global Solutions Inc and trimmed Unitedhealth Group Inc. Their largest long position is Stonex Group Inc at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as AltraVue Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 29 / 25 | $66.6B |
| VANGUARD CAPITAL MANAGEMENT LLC | 29 / 25 | $49.1B |
| JPMORGAN CHASE & CO | 29 / 25 | $12.9B |
| MORGAN STANLEY | 29 / 25 | $12.0B |
| FMR LLC | 29 / 25 | $10.8B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 29 / 25 | $9.8B |
| NORTHERN TRUST CORP | 29 / 25 | $7.4B |
| BANK OF AMERICA CORP /DE/ | 29 / 25 | $7.2B |
Ranked by how many of AltraVue Capital, LLC's top 25 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Stonex Group Inc COM | $132.6M | 1.31M | 11.0% | ▲+0.9% Added · +12K sh | |
| 2 | Vse Corp COM | $106.7M | 641.7K | 8.8% | ▲+0.8% Added · +5K sh | |
| 3 | BGC Group Inc CL A | $92.7M | 9.80M | 7.7% | ▲+0.7% Added · +71K sh | |
| 4 | Winmark Corp COM | $86.8M | 174.3K | 7.2% | ▲+0.8% Added · +1K sh | |
| 5 | Eplus Inc COM | $71.2M | 1.00M | 5.9% | ▲+0.7% Added · +7K sh | |
| 6 | Argan Inc COM | $66.8M | 247.5K | 5.5% | ▲+2.1% Added · +5K sh | |
| 7 | Ies Hldgs Inc COM | $66.1M | 166.3K | 5.5% | ▲+2.1% Added · +3K sh | |
| 8 | Triumph Financial Inc COM | $62.2M | 1.24M | 5.2% | ▲+0.8% Added · +10K sh | |
| 9 | Ul Solutions Inc CLASS A COM SHS | $58.9M | 830.8K | 4.9% | —Held | |
| 10 | Baker Hughes Company CL A | $49.2M | 1.01M | 4.1% | —Held | |
| 11 | NVR Inc COM | $43.1M | 5.4K | 3.6% | —Held | |
| 12 | I3 Verticals Inc COM CL A | $37.9M | 1.17M | 3.1% | ▲+2.1% Added · +24K sh | |
| 13 | Agilysys Inc COM | $36.8M | 350.0K | 3.1% | ▲+2.1% Added · +7K sh | |
| 14 | Marriott Intl Inc New CL A | $35.3M | 135.4K | 2.9% | —Held | |
| 15 | Lsi Inds Inc Ohio COM | $31.6M | 1.34M | 2.6% | ▲+2.1% Added · +27K sh | |
| 16 | Ufp Technologies Inc COM | $30.7M | 153.8K | 2.5% | ▲+2.1% Added · +3K sh | |
| 17 | Tripadvisor Inc COM | $27.9M | 1.71M | 2.3% | ▲+2.1% Added · +35K sh | |
| 18 | Daily Journal Corp COM | $26.4M | 56.8K | 2.2% | ▲+32% Added · +14K sh | |
| 19 | Unitedhealth Group Inc COM | $26.1M | 75.6K | 2.2% | ▼−3.0% Reduced · −2K sh | |
| 20 | Consolidated Water Co Inc ORD | $25.0M | 709.8K | 2.1% | ▲+2.1% Added · +14K sh | |
| 21 | Firstservice Corp New COM | $24.0M | 126.0K | 2.0% | ▲+2.1% Added · +3K sh | |
| 22 | Siga Technologies Inc COM | $22.1M | 2.42M | 1.8% | ▼−3.3% Reduced · −84K sh | |
| 23 | Nomad Foods Ltd USD ORD SHS | $16.9M | 1.28M | 1.4% | ▲+2.1% Added · +26K sh | |
| 24 | Janus International Group In COMMON STOCK | $15.1M | 1.53M | 1.2% | ▲+2.0% Added · +30K sh | |
| 25 | Climb Global Solutions Inc COM | $13.8M | 102.5K | 1.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1740837/holdings"
Use Arkolith to show AltraVue Capital, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.