AC

AltraVue Capital, LLC

13F
AltraVue Capital, LLC
Last update 2025-05-13 27 Stocks (1 new)
Value $997.00 Mil Turnover 3 %
Countries:
Top Holdings: SNEX(10.06%)BGC(8.85%)VSEC(7.57%)PLUS(6.02%)PLTR(5.71%)
Summary Stock Picks Current Portfolio
AltraVue Capital, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SNEX
StoneX Group Inc
1,313,344
100,313.2
-3.83%
10.060
-0.28%
2.690
+21.83%
+46.13%
4,668.6
Capital Markets
BGC
BGC Group Inc
9,621,850
88,232.4
-3.36%
8.850
-0.25%
1.970
+23.81%
+13.11%
4,981.8
Capital Markets
VSEC
VSE Corp
628,597
75,425.4
+1.77%
7.570
+0.13%
3.040
+28.12%
+39.10%
2,727.1
Aerospace & Defense
PLUS
ePlus Inc
983,803
60,041.5
+3.32%
6.020
+0.19%
3.700
+17.05%
-7.19%
1,818.9
Software
PLTR
Palantir Technologies Inc
674,320
56,912.6
-59.90%
5.710
-6.34%
0.030
+69.76%
+103.81%
363,768.7
Software
WINA
Winmark Corp
170,773
54,283.6
-2.42%
5.450
-0.14%
4.840
+7.90%
-3.31%
1,342.3
Retail - Cyclical
TFIN
Triumph Financial Inc
922,829
53,339.5
+6.08%
5.350
+0.31%
3.900
+32.41%
-31.93%
1,468.2
Banks
ULS
UL Solutions Inc
830,766
46,855.2
0%
4.700
0%
0.410
+32.90%
+41.81%
14,121.1
Business Services
BKR
Baker Hughes Co
1,009,510
44,368.0
+0.95%
4.450
+0.04%
0.100
+6.55%
-1.33%
39,654.8
Oil & Gas
UNH
UnitedHealth Group Inc
77,990
40,847.3
+21.61%
4.100
+0.73%
0.010
-32.81%
-43.27%
257,410.2
Healthcare Plans

AltraVue Capital, LLC's Historical Top Holdings Breakdowns

AltraVue Capital, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PLTR
Palantir Technologies Inc
2025-03-31
Reduce
Reduce
-6.34%
●
64.98 ($87.82) 124.62
$154.15
75.52%
Reduce -59.9%
674,320
-1,007,340
CDMO
Avid Bioservices Inc
2025-03-31
Sold Out
Sold Out
-3.91%
●
12.32 ($12.42) 12.49
$12.49
0.56%
Sold Out
0
-3,797,813
TRIP
Tripadvisor Inc
2025-03-31
New Buy
New Buy
+1.11%
●
13.31 ($15.67) 18.41
$17.74
13.21%
New holding
778,240
778,240
UNH
UnitedHealth Group Inc
2025-03-31
Add
Add
+0.73%
●
461.52 ($511.2) 548.18
$283.76
-44.49%
Add 21.61%
77,990
13,860
IESC
IES Holdings Inc
2025-03-31
Reduce
Reduce
-0.71%
●
162.26 ($208.57) 316.26
$320.44
53.64%
Reduce -21.17%
157,517
-42,300
IIIV
i3 Verticals Inc
2025-03-31
Add
Add
+0.49%
●
23.2 ($25.33) 29.67
$28.88
14.02%
Add 21.66%
1,108,536
197,390
AGYS
Agilysys Inc
2025-03-31
Reduce
Reduce
-0.37%
●
71.45 ($91.4) 134.56
$116.49
27.45%
Reduce -9.16%
332,307
-33,500
AGX
Argan Inc
2025-03-31
Reduce
Reduce
-0.34%
●
104.05 ($139.57) 185.35
$208.90
49.67%
Reduce -9.05%
299,932
-29,850
TFIN
Triumph Financial Inc
2025-03-31
Add
Add
+0.31%
●
57.8 ($72.89) 91.97
$61.86
-15.13%
Add 6.08%
922,829
52,853
UFPT
UFP Technologies Inc
2025-03-31
Reduce
Reduce
-0.30%
●
198.85 ($241.94) 285.04
$232.30
-3.99%
Reduce -9.21%
146,276
-14,840

AltraVue Capital, LLC Total Holding History ($B)

To

AltraVue Capital, LLC's Asset Allocation

To

AltraVue Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

AltraVue Capital, LLC's Hypothetical Growth since 2025-03-31

AltraVue Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

AltraVue Capital, LLC's Holdings Heat Map

Size field:

AltraVue Capital, LLC's Holdings Bubble Chart

AltraVue Capital, LLC News

  • 1

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