Long-term investor

Montanaro Asset Management LTD @montanaroassetmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001831133).

Record

  • Tracked since 2025-06-30 (434 days), 99 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.1% · 6 months -3.6% · 1 year -3.6% · all -3.6%
  • Max drawdown -10.9% · Sharpe -0.67 · win rate 36% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVMI · 5.9% · long · since 2025-06-30
  • WTS · 5.7% · long · since 2026-03-31
  • EGP · 5.1% · long · since 2025-09-30
  • FSS · 5.0% · long · since 2025-06-30
  • VMI · 4.7% · long · since 2026-03-31
  • BCPC · 4.7% · long · since 2025-06-30
  • SITM · 3.8% · long · since 2025-06-30
  • BSY · 3.6% · long · since 2025-06-30
  • CSW · 3.6% · long · since 2025-06-30
  • HLI · 3.5% · long · since 2025-06-30
  • AWK · 3.5% · long · since 2025-06-30
  • AYI · 3.4% · long · since 2026-06-30

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