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Portfolio (Quarterly) Guide ↗

VALUE HOLDINGS MANAGEMENT CO. LLC

· CIK 0001695658
13F Portfolio $617M AUM 24 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 7 Added 8 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ALG ALAMO GROUP INC Industrials 15,000.0 $2.5M 0.40% NEW $165.00 -7.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 43.1%
Technology 26.3%
Energy 19.3%
Consumer Cyclical 11.3%