Stock Taper 
VALUE HOLDINGS MANAGEMENT CO. LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alamo Group Inc. | ALG | 15K | $2.47M |
 Acuity Brands, Inc. | AYI | 21K | $7.91M |
 Valmont Industries, Inc. | VMI | 33K | $19.06M |
 Visteon Corporation | VC | 56.5K | $5.61M |
 Korn Ferry | KFY | 58.5K | $3.89M |
 EMCOR Group, Inc. | EME | 71.02K | $58.94M |
 Applied Industrial Technologies, Inc. | AIT | 92.7K | $31.34M |
 Onto Innovation Inc. | ONTO | 102.15K | $38.66M |
 EOG Resources, Inc. | EOG | 123.5K | $16.02M |
 Aecom | ACM | 154.55K | $10.79M |
 MKS Inc. | MKSI | 159.45K | $70.92M |
 Thor Industries, Inc. | THO | 180.48K | $13.56M |
 Amdocs Limited | DOX | 191.23K | $9.66M |
 Fidelity National Information Services, Inc. | FIS | 196.37K | $7.63M |
 Westinghouse Air Brake Technologies Corporation | WAB | 226.9K | $61.17M |
 Global Payments Inc. | GPN | 228.41K | $16.57M |
 Euronet Worldwide, Inc. | EEFT | 240.41K | $17.6M |
 Exxon Mobil Corporation | XOM | 286.23K | $39.13M |
 ACI Worldwide, Inc. | ACIW | 360.9K | $18.15M |
 Primoris Services Corporation | PRIM | 399.44K | $39.59M |