REINHART PARTNERS, LLC.
Top Portfolio Positions
67 positions ·
$3,394,872,572 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 | 4.55% | |
| FCNCA |
First Citizens Bancshares Inc /De/
Financial Services
|
78,297 | $147,563,224 | 4.35% | |
| SIMO |
Silicon Motion Technology CORP
Technology
|
1,314,039 | $147,553,439 | 4.35% | |
| MOD |
Modine Manufacturing Co
Consumer Cyclical
|
601,200 | $130,286,052 | 3.84% | |
| IDCC |
InterDigital, Inc.
Technology
|
422,289 | $127,531,278 | 3.76% | |
| PAYC |
Paycom Software, Inc.
Technology
|
1,015,715 | $123,450,001 | 3.64% | |
| SKWD |
Skyward Specialty Insurance Group, Inc.
Financial Services
|
2,780,784 | $121,464,645 | 3.58% | |
| AHCO |
AdaptHealth Corp.
Healthcare
|
10,081,983 | $119,975,597 | 3.53% | |
| LNTH |
Lantheus Holdings, Inc.
Healthcare
|
1,564,878 | $118,695,996 | 3.50% | |
| YETI |
YETI Holdings, Inc.
Consumer Cyclical
|
3,118,339 | $114,100,024 | 3.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EFOR
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,908,468 | 1,650,955 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $58,138,299 | 1,206,940 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $50,779,418 | 1,072,427 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $50,898,941 | 1,019,406 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $41,970,500 | 665,987 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $48,936,664 | 587,193 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $54,912,376 | 588,999 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $48,439,892 | 549,392 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $57,439,908 | 548,300 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $52,255,796 | 543,369 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $40,092,873 | 490,853 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $35,015,328 | 462,982 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $19,138,353 | 231,503 | Shares | Sole | 2023-04-26 | |
| 2021-12-31 | $13,128,526 | 106,390 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $18,621,825 | 164,591 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $24,456,892 | 252,315 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $23,831,463 | 249,701 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $18,735,444 | 224,296 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $19,991,209 | 314,525 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $21,383,209 | 320,684 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $14,023,099 | 397,030 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||