AltraVue Capital, LLC
•CIK: 1740837•Filing: Q4 2025
**AltraVue Capital, LLC** manages $1.2B across a concentrated portfolio of 27 positions. The firm maintains significant exposure to key names, notably leading with SNEX at $124.8M and VSEC at $110.7M. Further substantial allocations include TFIN ($94.9M) and PLUS ($87.8M), indicating a focused, high-conviction approach. This structure suggests deep research into specific market segments, underpinning their current investment thesis.
Total AUM
$1.2B
QoQ Performance
+0.7%
Positions
27
Top 10 Concentration
64.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SNEX
VSEC
TFIN
PLUS
BGC
WINA
ULS
SNEX10.3%
VSEC9.1%
TFIN7.8%
PLUS7.2%
BGC7.2%
WINA5.8%
ULS5.4%
IESC4.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other94.4%
Consumer3.5%
Healthcare2.1%
Changes from Q3 2025
NEW2 new positions
↑5 increased
↓16 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023