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 |
|---|---|---|---|---|
| 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% |
Holdings in FORM
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $112,479,109 | 1,159,698 | Shares | Sole | 2026-04-13 | |
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