REINHART PARTNERS, LLC.: 13F holdings
CIK 10802982026Q2
| Positions | 72 |
|---|---|
| Reported value | $4.4bn |
| Filed | 2026-07-08 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SIMO SILICON MOTION TECH CP SPONSOR | 966,060 | $322.0m | 7.4% |
| LNTH LANTHEUS HLDGS INC COM | 1,599,379 | $177.4m | 4.1% |
| ACLS AXCELIS TECHNOLOGIES I COM | 928,660 | $175.9m | 4.0% |
| FCNCA FIRST CTZNS BANCSHS NC CL A | 84,206 | $175.3m | 4.0% |
| SKYWARD SPECIALTY INS COM | 2,894,407 | $168.9m | 3.9% |
| YETI YETI HLDGS INC COM | 3,277,296 | $162.4m | 3.7% |
| PAYC PAYCOM SOFTWARE INC COM | 1,219,906 | $153.3m | 3.5% |
| MOD MODINE MFG CO COM | 555,686 | $148.4m | 3.4% |
| NSP INSPERITY INC COM | 3,304,074 | $136.5m | 3.1% |
| FTDR FRONTDOOR INC COM | 1,684,065 | $130.7m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1080298")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.