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AltraVue Capital, LLC
RIA/Wealth
AltraVue Capital, LLC is a RIA/Wealth based in Bellevue, WA led by Deshay Gould Mccluskey, reporting $1.4B in AUM as of Q3 2025 with 66% concentrated in top 10 holdings.
FounderDeshay Gould Mccluskey
- Portfolio Value
- $1.2B
- Positions
- 25
- Top Holding
- SNEX at 10.99%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in AltraVue Capital, LLC's portfolio (65.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Financial - Capital Markets Financial Services | $132.6M | 10.99% | +$1.2M Bought | 2.52% 1.3M shares | |
Aerospace & Defense Industrials | $106.7M | 8.85% | +$837.8K Bought | 3.10% 641.7K shares | |
Financial - Capital Markets Financial Services | $92.7M | 7.69% | +$669.0K Bought | 2.07% 9.8M shares | |
Specialty Retail Consumer Cyclical | $86.8M | 7.20% | +$716.8K Bought | 4.91% 174.3K shares | |
Software - Application Technology | $71.2M | 5.91% | +$529.7K Bought | 3.77% 1.0M shares | |
Engineering & Construction Industrials | $66.8M | 5.54% | +$1.4M Bought | 1.79% 247.5K shares | |
Engineering & Construction Industrials | $66.1M | 5.48% | +$1.3M Bought | 0.84% 166.3K shares | |
Banks - Regional Financial Services | $62.2M | 5.15% | +$522.9K Bought | 5.23% 1.2M shares | |
Specialty Business Services Industrials | $58.9M | 4.88% | — | 0.41% 830.8K shares | |
Oil & Gas Equipment & Services Energy | $49.2M | 4.08% | — | 0.10% 1.0M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in AltraVue Capital, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+31.69% | |
+2.07% | |
+2.07% | |
+2.07% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-3.34% | |
-3.04% |
Analytics
Portfolio insights and performance metrics for AltraVue Capital, LLC
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