REINHART PARTNERS, LLC.
Top Portfolio Positions
66 positions ·
$3,312,763,389 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ACLS |
Axcelis Technologies Inc
Technology
|
1,657,745 | $154,302,904 | 4.66% | |
| FCNCA |
First Citizens Bancshares Inc /De/
Financial Services
|
78,297 | $147,563,224 | 4.45% | |
| SIMO |
Silicon Motion Technology CORP
Technology
|
1,314,039 | $147,553,439 | 4.45% | |
| MOD |
Modine Manufacturing Co
Consumer Cyclical
|
601,200 | $130,286,052 | 3.93% | |
| IDCC |
InterDigital, Inc.
Technology
|
422,289 | $127,531,278 | 3.85% | |
| PAYC |
Paycom Software, Inc.
Technology
|
1,015,715 | $123,450,001 | 3.73% | |
| SKWD |
Skyward Specialty Insurance Group, Inc.
Financial Services
|
2,780,784 | $121,464,645 | 3.67% | |
| AHCO |
AdaptHealth Corp.
Healthcare
|
10,081,983 | $119,975,597 | 3.62% | |
| LNTH |
Lantheus Holdings, Inc.
Healthcare
|
1,564,878 | $118,695,996 | 3.58% | |
| YETI |
YETI Holdings, Inc.
Consumer Cyclical
|
3,118,339 | $114,100,024 | 3.44% |
Portfolio Trend
23 quarters · across all stocks
Holdings in ACLS
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2025-06-30 | $105,827,331 | 1,518,544 | Shares | Sole | 2025-07-09 | |
| 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 13F history on record for this holder in this stock. | ||||||