REINHART PARTNERS, INC.

CIK
0001080298
City
MEQUON
State / Country
WI

Top Portfolio Positions

62 positions · $3,041,125,215 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
FCNCA
First Citizens Bancshares Inc /De/
Financial Services
77,814 $167,002,842 5.49%
SIMO
Silicon Motion Technology CORP
Technology
1,573,355 $145,850,008 4.80%
YETI
YETI Holdings, Inc.
Consumer Cyclical
3,035,561 $134,080,729 4.41%
IDCC
InterDigital, Inc.
Technology
417,639 $132,967,904 4.37%
ACLS
Axcelis Technologies Inc
Technology
1,589,898 $127,732,405 4.20%
SKWD
Skyward Specialty Insurance Group, Inc.
Financial Services
2,416,753 $123,520,245 4.06%
FORM
Formfactor Inc
Technology
2,152,348 $120,057,971 3.95%
AGO
Assured Guaranty Ltd
Financial Services
1,262,698 $113,478,669 3.73%
NSP
Insperity, Inc.
Industrials
2,745,035 $106,287,755 3.50%
LNTH
Lantheus Holdings, Inc.
Healthcare
1,562,576 $103,989,432 3.42%

Portfolio Trend

24 quarters · across all stocks

Holdings in FTDR

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $93,985,778 1,629,152
2025-09-30 $87,247,944 1,296,596
2025-06-30 $110,435,995 1,873,702
2025-03-31 $91,004,839 2,368,684
2024-12-31 $111,396,576 2,037,618
2024-09-30 $109,258,641 2,276,696
2024-06-30 $78,762,361 2,330,937
2024-03-31 $74,568,061 2,288,768
2023-12-31 $69,880,812 1,984,123
2023-09-30 $54,667,511 1,787,104
2023-06-30 $54,689,998 1,714,420
2023-03-31 $46,619,542 1,672,150
2022-12-31 $34,419,923 1,654,804
2022-09-30 $24,274,662 1,190,518
2022-06-30 $28,789,542 1,195,579
2022-03-31 $32,229,194 1,079,705
2021-12-31 $36,443,550 994,367
2021-09-30 $28,987,844 691,834
2021-06-30 $34,667,795 695,861
2021-03-31 $14,277,290 265,624
2020-12-31 $14,350,018 285,800
2020-09-30 $10,693,362 274,823
2020-06-30 $10,962,631 247,296
2020-03-31 $5,003,346 143,857