WEBER CAPITAL MANAGEMENT LLC /ADV

Fundamental concentrated ★Highest signal CIK 1099905
League rank
#386
in Fundamental concentrated · #961 overall
Long book
$100.1M
Q1 2026
Positions
14
Top-10 weight
95%
concentration
Last quarter
+17.3%
SPY +14.8%
Turnover
13%
of book per quarter

Strategy in plain words

auto-generated from filings

WEBER CAPITAL MANAGEMENT LLC /ADV is a concentrated fundamental stock-picker, running a $100.1M US long book across 14 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: MISTRAS GROUP INC, NATURAL GAS SERVICES GROUP, ANGIODYNAMICS INC, ALPHA & OMEGA SEMICONDUCTOR, TELOS CORPORATION.

We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
-3.4%
Q1 2026
+17.3%

Sector allocation

Services media
31%
Technology
23%
Healthcare
21%
Energy
19%
Other
6%

Long book by quarter

$105.9M
Q4 2025
$100.1M
Q1 2026

What does WEBER CAPITAL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
MG MISTRAS GROUP INCServices media1.5M$21.5M21.5%-1.7%
NGS NATURAL GAS SERVICES GROUPEnergy481.8K$18.2M18.2%-3.4%
ANGO ANGIODYNAMICS INCHealthcare1.4M$15.6M15.6%-1.9%
AOSL ALPHA & OMEGA SEMICONDUCTORTechnology542.3K$12.0M12.0%-0.9%
TLS TELOS CORPORATIONTechnology1.8M$7.4M7.4%-1.6%
CRAI CRA INTERNATIONAL INCServices media37.6K$6.1M6.1%-3.8%
UTE0 CANTALOUPE INC523.9K$5.7M5.7%-7.1%
AVNW AVIAT NETWORKS INCTechnology142.9K$3.2M3.2%-1.4%
HCKT HACKETT GROUP INC/THEServices media225.7K$2.9M2.9%-3.4%
ARAY ACCURAY INCHealthcare5.1M$2.0M2.0%Held
HBIO HARVARD BIOSCIENCE INCHealthcare320.0K$1.6M1.6%New
TMCI TREACE MEDICAL CONCEPTS INCHealthcare589.6K$790K0.8%Held
IRIX IRIDEX CORPHealthcare259.6K$262K0.3%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 23, 202614$100.1M canonicalSEC ↗
Q4 202513F-HRJan 29, 202614$105.9M canonicalSEC ↗