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Altravue Capital, LLC
AltraVue Capital, LLC is an investment adviser based in Bellevue, Washington, specializing in equity investment management for institutional clients. The firm is registered with the SEC and primarily files 13F and N-PX forms as an institutional investment manager. Incorporated in Delaware, the firm manages investment portfolios and reports on holdings in public equities. The firm appears to serve U.S.-based institutional and asset-management clients. The exact employee count and year of founding are not disclosed in available filings.
Investment Strategy
AltraVue Capital, LLC applies a fundamental, research-driven approach focused on identifying undervalued equities, typically in the United States. The firm manages client assets through public equity investments and actively discloses quarterly holdings through SEC Form 13F filings. AltraVue Capital appears to favor a disciplined, long-only strategy targeting businesses with attractive valuations, sound fundamentals, and the potential for long-term capital appreciation. Portfolio construction likely involves deep analysis of individual companies and a focus on risk-adjusted returns.
Latest 13F Filing Activity
Altravue Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 26 equity positions with a total 13F market value of $1B. The fund increased holdings in Ies HLDGS Inc., Stonex Group Inc., Agilysys Inc. among other positions. Altravue Capital, LLC reduced exposure to Unitedhealth Group Inc., Stagwell Inc., Baker Hughes Company among others.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SNEX | STONEX GROUP INC | 10.42% | $118.7M | 1,301,972 | $52.58 | $91.14 | +$18.3M |
B BGC | BGC GROUP INC | 8.74% | $99.5M | 9,728,940 | $5.33 | $10.23 | +$11.3M |
V VSEC | VSE CORP | 7.33% | $83.4M | 636,677 | $87.41 | $130.98 | +$8.0M |
P PLUS | EPLUS INC | 6.31% | $71.8M | 995,423 | $46.59 | $72.10 | +$11.7M |
T TFIN | TRIUMPH FINANCIAL INC | 5.96% | $67.9M | 1,231,709 | $64.67 | $55.11 | +$14.5M |
Industry Allocation
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