AltraVue Capital, LLC

报告期 2026-03-31 · CIK 0001740837

持仓数

前50大市值合计

$1.16B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2 20Q4 20Q3

23Q3 调仓2023-06-30 → 2023-09-30 · 共 26 项建仓 4增持 2减持 17清仓 3

方向

标的

Δ市值

现股数(环比)

建仓

BGC BGC GROUP INC

+$54.1M

10,245,620

清仓

— BGC PARTNERS INC

-$45.4M

0 -100%

建仓

TFIN TRIUMPH FINANCIAL INC

+$41.8M

645,720

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

— AVID BIOSERVICES INC

减持

MLI MUELLER INDS INC

-$18.1M

176,358 -51%

减持

PLTR PALANTIR TECHNOLOGIES INC

-$15.0M

2,828,690 -28%

建仓

LYTS LSI INDS INC OHIO

+$13.6M

853,500

清仓

DG DOLLAR GEN CORP NEW

-$13.3M

0 -100%

建仓

JBI JANUS INTERNATIONAL GROUP IN

+$8.7M

816,880

减持

— SEMLER SCIENTIFIC INC

-$8.5M

122,001 -72%

减持

UFPT UFP TECHNOLOGIES INC

-$7.8M

214,770 -2%

减持

PLUS EPLUS INC

+$7.0M

990,260 -0%

清仓

NRIM NORTHRIM BANCORP INC

-$6.3M

0 -100%

减持

— CHASE CORP

-$4.7M

307,598 -15%

减持

IESC IES HLDGS INC

+$3.7M

501,560 -3%

减持

WINA WINMARK CORP

+$3.2M

81,381 -1%

减持

MAR MARRIOTT INTL INC NEW

-$3.1M

136,730 -16%

增持

SIGA SIGA TECHNOLOGIES INC

+$2.3M

2,107,556 +21%

增持

STGW STAGWELL INC

-$2.3M

2,378,060 +28%

减持

AGX ARGAN INC

+$1.7M

355,112 -3%

减持

BBCP CONCRETE PUMPING HLDGS INC

+$1.3M

2,599,206 -1%

减持

— LUXFER HLDGS PLC

-$1.1M

901,190 -1%

减持

AGYS AGILYSYS INC

-$1.1M

389,667 -0%

减持

ASLE AERSALE CORPORATION

+$804.0K

3,578,325 -0%

减持

VLGEA VILLAGE SUPER MKT INC

-$387.0K

20,488 -45%

减持

— COMPUTER TASK GROUP INC

-$275.8K

70,252 -47%