Stock Taper 
ALTRAVUE CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVR, Inc. | NVR | 6.07K | $41.36M |
 Daily Journal Corporation | DJCO | 48.32K | $29.05M |
 Argan, Inc. | AGX | 90.47K | $72.25M |
 IES Holdings, Inc. | IESC | 96.32K | $70.76M |
 Marriott International, Inc. | MAR | 119.28K | $44.2M |
 UnitedHealth Group Incorporated | UNH | 141.72K | $58.9M |
 UFP Technologies, Inc. | UFPT | 147.47K | $39.1M |
 Winmark Corporation | WINA | 172.36K | $72.92M |
 FirstService Corporation | FSV | 225.63K | $32.06M |
 Oil-Dri Corporation of America | ODC | 318.77K | $32.58M |
 VSE Corporation | VSEC | 514.16K | $117.48M |
 Agilysys, Inc. | AGYS | 552.56K | $57.74M |
 Consolidated Water Co. Ltd. | CWCO | 680.62K | $20.08M |
 UL Solutions Inc. | ULS | 702.32K | $71.54M |
 Baker Hughes Company | BKR | 879.14K | $48.79M |
 ePlus inc. | PLUS | 910.89K | $75.81M |
 Climb Global Solutions, Inc. | CLMB | 939.77K | $21.81M |
 i3 Verticals, Inc. | IIIV | 1.12M | $23.92M |
 StoneX Group Inc. | SNEX | 1.38M | $163.19M |
 LSI Industries Inc. | LYTS | 1.39M | $36.99M |