Portfolio (Quarterly) Guide ↗

AltraVue Capital, LLC

· CIK 0001740837

13F Portfolio $1.2B AUM 49 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 15 Added 11 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	JBI	JANUS INTERNATIONAL GROUP IN	Industrials	1,520,530	$9.9M	0.82%	SOLD

Sector Allocation

Industrials 24.7%

Financial Services 24.6%

Technology 17.3%

Consumer Cyclical 14.7%

Healthcare 7.2%

Energy 4.7%

Utilities 2.1%

Basic Materials 1.9%

Real Estate 1.6%

Consumer Defensive 1.1%