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VALUE HOLDINGS MANAGEMENT CO. LLC

Q1 2026 · Filed 2026-01-13
Market Value
$0
-100.0%
Holdings
29
-4
New Purchases
0
Added To
0
Closed
29
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $0 0%
Large Cap 12 $0 0%
Mid Cap 15 $0 0%
Small Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$37.4B
Median Market Cap
$9.3B
Avg P/E
26.1
Median P/E
18.4
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
29
# ETFs / Funds
0

Top Holdings (29 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TDW —% -$3M -63,000 -100.0% SOLD
2 XOM —% -$38M -312,845 -100.0% SOLD
3 NSP —% -$7M -190,198 -100.0% SOLD
4 THO —% -$20M -195,484 -100.0% SOLD
5 AYI —% -$8M -21,000 -100.0% SOLD
6 DVN —% -$5M -145,500 -100.0% SOLD
7 AIT —% -$24M -92,698 -100.0% SOLD
8 ACM —% -$4M -40,000 -100.0% SOLD
9 EOG —% -$13M -123,500 -100.0% SOLD
10 VMI —% -$13M -33,000 -100.0% SOLD
11 MSM —% -$7M -80,750 -100.0% SOLD
12 EME —% -$61M -99,670 -100.0% SOLD
13 ONTO —% -$24M -152,375 -100.0% SOLD
14 PRIM —% -$53M -429,675 -100.0% SOLD
15 MTDR —% -$33M -768,308 -100.0% SOLD
16 ROL —% -$56M -939,170 -100.0% SOLD
17 KFY —% -$4M -58,500 -100.0% SOLD
18 GPN —% -$17M -215,412 -100.0% SOLD
19 WAB —% -$50M -232,900 -100.0% SOLD
20 EEFT —% -$15M -196,412 -100.0% SOLD
21 MKSI —% -$48M -297,714 -100.0% SOLD
22 ACIW —% -$16M -339,900 -100.0% SOLD
23 VC —% -$4M -42,500 -100.0% SOLD
24 DOX —% -$7M -88,475 -100.0% SOLD
25 TTEK —% -$30M -907,325 -100.0% SOLD
26 FIS —% -$9M -128,800 -100.0% SOLD
27 CSGS —% -$26M -338,180 -100.0% SOLD
28 CTRA —% -$3M -131,203 -100.0% SOLD
29 FI —% -$7K -100 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
MTDR —%
XOM —%
NSP —%
THO —%
AYI —%
DVN —%
AIT —%
ACM —%
EOG —%
VMI —%
MSM —%
EME —%
ONTO —%
PRIM —%
ROL —%
View SEC EDGAR Filings for VALUE HOLDINGS MANAGEMENT CO. LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms