CRAMER ROSENTHAL MCGLYNN LLC
Top Portfolio Positions
85 positions ·
$1,361,459,445 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BKU |
BankUnited, Inc.
Financial Services
|
1,323,664 | $59,776,666 | 4.39% | |
| SKY |
Champion Homes, Inc.
Consumer Cyclical
|
767,276 | $57,062,316 | 4.19% | |
| RRX |
Regal Rexnord Corp
Industrials
|
248,646 | $46,561,449 | 3.42% | |
| HUBG |
Hub Group, Inc.
Industrials
|
1,150,754 | $41,473,174 | 3.05% | |
| EVRG |
Evergy, Inc.
Utilities
|
426,900 | $34,971,648 | 2.57% | |
| TDY |
Teledyne Technologies Inc
Technology
|
56,655 | $34,276,841 | 2.52% | |
| MKSI |
Mks Inc
Technology
|
148,385 | $34,100,356 | 2.50% | |
| SUI |
Sun Communities Inc
Real Estate
|
268,485 | $33,818,370 | 2.48% | |
| SMTC |
Semtech Corp
Technology
|
414,535 | $31,873,596 | 2.34% | |
| FIBK |
First Interstate Bancsystem Inc
Financial Services
|
914,214 | $30,534,747 | 2.24% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CPF
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,278,439 | 259,025 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,869,337 | 316,731 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,003,462 | 329,712 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,347,528 | 333,483 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,065,829 | 372,257 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,892,617 | 374,961 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,433,147 | 387,433 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,683,061 | 503,918 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,989,589 | 505,802 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,615,116 | 691,825 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,147,576 | 728,272 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,455,013 | 792,808 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,367,629 | 690,929 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $18,887,007 | 931,312 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $19,470,138 | 941,041 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,123,531 | 984,780 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $32,955,870 | 1,181,214 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $39,117,115 | 1,388,609 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $36,206,899 | 1,409,926 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $32,292,379 | 1,239,155 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,905,182 | 558,665 | Shares | Sole | 2021-05-17 | |
| No 13F history on record for this holder in this stock. | ||||||