Position in ACLS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$175,934,637
+$21,631,733 QoQ
Shares Held
928,660
-44.0% QoQ
Ownership
3.02%
of shares outstanding
% of Portfolio
4.12%
of 13F equity value
Holder Rank
#1
of 96 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in ACLS Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026REINHART PARTNERS, LLC. holds $278,277,362 across 2 Semiconductor Equipment & Materials names. ACLS ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACLS |
Axcelis Technologies Inc
This page
|
928,660 | $175,934,637 | |
| 2 | FORM |
Formfactor Inc
|
639,922 | $102,342,725 |
All Filings in ACLS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,934,637 | 928,660 | Shares | Sole | 2026-07-08 | |
| 2026-06-30 | $175,934,637 | 928,660 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $154,302,904 | 1,657,745 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $127,732,405 | 1,589,898 | Shares | Sole | 2026-02-12 | |
| 2025-12-31 | $127,732,405 | 1,589,898 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $157,232,816 | 1,610,332 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $105,827,331 | 1,518,544 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $71,575,562 | 1,441,022 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $72,393,145 | 1,036,112 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $72,095,698 | 687,608 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $59,584,435 | 419,048 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $37,871,299 | 339,592 | Shares | Sole | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||