| Small & micro cap project / Activism insight

Small and micro-cap fund managers review: AltraVue Capital, LLC

by Raghuraman | Jan 14, 2020

The purpose of the research is to identify funds that invest a significant percentage in companies that have a market cap of less than $2 billion.

AltraVue Capital

https://www.altravue.com/

AltraVue Capital, LLC is a women and minority-owned investment firm. AltraVue means a “different view.”
The fund started filing 13F forms in February 2019.
Market value of the most recently-filed 13F: $182 million
If you want to learn more about the founders, please click here – https://www.altravue.com/pdfs/Article1.pdf.

The top four holdings account for 25% of the total portfolio.

All stocks under $2 billion

Company name	Ticker	M. Cap ($,mm)
Natural Gas Services Group, Inc	NGS	155
Northrim BanCorp, Inc.	NRIM	242
Donnelley Financial Solutions Inc	DFIN	325
Landec Corporation	LNDC	333
UFP Technologies, Inc.	UFPT	348
Avid Bioservices Inc	CDMO	388
SIGA Technologies, Inc.	SIGA	418
Rosetta Stone Inc	RST	435
The Hackett Group, Inc.	HCKT	496
AdvanSix Inc	ASIX	516
IES Holdings Inc	IESC	559
Argan, Inc.	AGX	651
B. Riley Financial Inc	RILY	712
Winmark Corporation	WINA	732
Bryn Mawr Bank Corp.	BMTC	796
Chase Corporation	CCF	981
QAD Inc. Class A	QADA	1,031
QAD Inc. Class B	QADB	1,031
Par Pacific Holdings Inc	PARR	1,075
Bank of America Corp	BAC	1,105
Safety Insurance Group, Inc.	SAFT	1,448
Alexander & Baldwin Inc	ALEX	1,582
Mueller Industries, Inc.	MLI	1,746
Shenandoah Telecommunications Company	SHEN	2,208

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