Universe · entity
REINHART PARTNERS, LLC.
Institutional manager (13F) · CIK 1080298
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AXCELIS TECHNOLOGIES I COM | $154M | 1,657,745 |
| 2 | FIRST CTZNS BANCSHS NC CL A | $148M | 78,297 |
| 3 | SILICON MOTION TECH CP SPONSOR | $148M | 1,314,039 |
| 4 | MODINE MFG CO COM | $130M | 601,200 |
| 5 | INTERDIGITAL INC COM | $128M | 422,289 |
| 6 | PAYCOM SOFTWARE INC COM | $123M | 1,015,715 |
| 7 | SKYWARD SPECIALTY INS COM | $121M | 2,780,784 |
| 8 | ADAPTHEALTH CORP COMMON STOCK | $120M | 10,081,983 |
| 9 | LANTHEUS HLDGS INC COM | $119M | 1,564,878 |
| 10 | YETI HLDGS INC COM | $114M | 3,118,339 |
| 11 | FORMFACTOR INC COM | $112M | 1,159,698 |
| 12 | GRAND CANYON ED INC COM | $110M | 644,988 |
| 13 | LANDSTAR SYS INC COM | $109M | 682,536 |
| 14 | ASSURED GUARANTY LTD COM | $105M | 1,287,173 |
| 15 | EURONET WORLDWIDE INC COM | $99M | 1,490,528 |
| 16 | V2X INC COM | $99M | 1,440,959 |
| 17 | HILLMAN SOLUTIONS CORP COM | $95M | 11,443,162 |
| 18 | FIRST AMERN FINL CORP COM | $92M | 1,524,700 |
| 19 | ACI WORLDWIDE INC COM | $92M | 2,234,814 |
| 20 | ONESPAWORLD HOLDINGS L COM | $89M | 3,884,788 |
| 21 | FRONTDOOR INC COM | $86M | 1,619,504 |
| 22 | WHITE MTNS INS GRP LTD COM | $82M | 37,374 |
| 23 | U HAUL HOLDING CO | $82M | 1,833,018 |
| 24 | INSPERITY INC COM | $80M | 2,947,709 |
| 25 | WINTRUST FINL CORP COM | $73M | 524,560 |
| 26 | MADISON SQUARE GRDN SP CL A | $72M | 224,969 |
| 27 | CADRE HLDGS INC COM | $69M | 2,237,897 |
| 28 | FIRST HAWAIIAN INC COM | $65M | 2,641,899 |
| 29 | RYMAN HOSPITALITY PPTY COM | $65M | 699,112 |
| 30 | ASGN INC COM | $64M | 1,650,955 |
| 31 | MAXIMUS INC COM | $55M | 855,069 |
| 32 | INTERNATIONAL BNCSHRS COM | $50M | 745,696 |
| 33 | INDEPENDENT BK CP MASS COM | $49M | 649,296 |
| 34 | ENCOMPASS HEALTH CORP COM | $41M | 427,200 |
| 35 | AMERICOLD RLTY TR COM | $39M | 3,402,232 |
| 36 | ELEMENT SOLUTIONS INC COM | $33M | 976,283 |
| 37 | COCA COLA CONSOLIDATED,INC | $8M | 42,135 |
| 38 | AFFILIATED MNGRS GRP COM | $7M | 26,285 |
| 39 | TRANSUNION COM | $7M | 98,061 |
| 40 | SMITH A O CORP | $7M | 102,686 |
| 41 | KEYSIGHT TECHNOLOGIES COM | $7M | 23,923 |
| 42 | TAPESTRY INC COM | $7M | 46,372 |
| 43 | LIVE NATION INC COM | $7M | 42,689 |
| 44 | XCEL ENERGY | $6M | 79,117 |
| 45 | SENSATA TECHNOLOGIES H SHS | $6M | 171,966 |
| 46 | DOLLAR GEN CORP COM | $6M | 50,684 |
| 47 | LPL FINL HLDGS INC COM | $6M | 19,751 |
| 48 | INTERCONTINENTAL EXCHANGE INC | $6M | 37,228 |
| 49 | ACUITY BRANDS INC COM | $6M | 19,902 |
| 50 | MICROCHIP TECHNOLOGY INC | $5M | 83,444 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.