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AltraVue Capital, LLC
Touk Sinantha · Hedge Fund · Value
AltraVue Capital, LLC, founded in January 2016 and based in Bellevue, Washington, is an SEC-registered, minority- and women-owned investment management firm. Co-founded by Touk Sinantha and DeShay McCluskey, the firm focuses on providing fundamental equity investment services primarily to institutional clients and pooled investment vehicles. AltraVue specializes in identifying high-quality, undervalued businesses that are often overlooked or orphaned by the broader market, particularly in inefficient market segments. The firm employs a research-intensive, long-term approach to security selection, aiming to generate superior risk-adjusted returns through concentrated portfolios of neglected securities.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +15.9% |
| YTD return | +12.3% |
| Sharpe ratio | 3.83 |
| Win rate | 60% |
| AUM | $1.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://altravue.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| SNEX | Stonex Group Inc | 15.7% | +46.7% |
| TFIN | Triumph Financial, Inc. | 8.1% | +28.6% |
| VSEC | VSE Corporation | 7.7% | +3.1% |
| IESC | IES Holdings Inc | 7.1% | +59.9% |
| PLUS | ePlus inc | 6.5% | +25.6% |
| AGX | Argan Inc | 6.2% | +39.7% |
| ULS | UL Solutions Inc. | 6.1% | -10.0% |
| WINA | Winmark Corporation | 5.0% | -41.8% |
| BKR | Baker Hughes Co | 4.9% | +17.1% |
| UNH | UnitedHealth Group Incorporated | 4.7% | +11.0% |
| MAR | Marriott International Inc | 3.7% | +27.5% |
| BGC | BGC Group Inc. | 3.3% | +32.4% |
| NYAX | Nayax Ltd | 3.2% | -36.5% |
| NVR | NVR Inc | 3.1% | -18.5% |
| UFPT | UFP Technologies Inc | 2.9% | +34.7% |
| LYTS | LSI Industries Inc | 2.8% | -11.9% |
| AGYS | Agilysys Inc | 2.8% | +6.4% |
| NBBK | NB Bancorp, Inc. Common Stock | 2.2% | +15.1% |
| ODC | Oil-Dri Corporation Of America | 2.1% | +18.1% |
| DJCO | Daily Journal Corp | 2.0% | +35.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| May 25, 2026 | BUY | TFIN | 7.5% → 8.1% |
| May 25, 2026 | BUY | NBBK | 0.0% → 2.2% |
| May 25, 2026 | BUY | LYTS | 2.6% → 2.8% |
| May 25, 2026 | SELL | BGC | 7.6% → 3.3% |
| May 25, 2026 | BUY | BKR | 5.1% → 4.9% |
Investment Style Analysis
AltraVue Capital, LLC is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $1.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Capital Markets and Engineering & Construction sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending May 25, AltraVue Capital, LLC made a significant move by increasing exposure to TFIN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
AltraVue Capital employs a fundamental, research-driven approach to identify undervalued securities in inefficient and overlooked areas of the market. The firm focuses on identifying high-quality businesses that are orphaned or neglected by large market participants, believing that deep fundamental analysis can lead to a differentiated perspective and superior risk-adjusted returns. Their strategy typically involves a concentrated portfolio of equity investments with a long-term horizon, targeting businesses with strong fundamentals and attractive valuations.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with AltraVue Capital, LLC.
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Frequently asked questions
How is the simulated portfolio for AltraVue Capital, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is AltraVue Capital, LLC's largest holding?
As of the latest filing, AltraVue Capital, LLC's top position is Stonex Group Inc (SNEX), representing 15.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is AltraVue Capital, LLC's historical performance and risk profile?
Our simulation indicates a total return of +15.9% with a win rate of 60%. Notably, the portfolio maintains a Sharpe Ratio of 3.83, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does AltraVue Capital, LLC primarily invest in?
AltraVue Capital, LLC has a strong preference for the Capital Markets sector, which makes up 19.0% of their disclosed assets. The portfolio also has exposure to Engineering & Construction, indicating a specific thematic focus.
Is AltraVue Capital, LLC's portfolio concentrated or diversified?
AltraVue Capital, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 31.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has AltraVue Capital, LLC performed in 2026?
Our AI-simulated model portfolio for AltraVue Capital, LLC tracks a Year-to-Date (YTD) return of +12.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Touk Sinantha manage AltraVue Capital, LLC directly?
Yes, Touk Sinantha serves as the key portfolio manager for AltraVue Capital, LLC, overseeing the investment strategy and final capital allocation decisions.