REINHART PARTNERS, LLC.

CIK

1080298

City

MEQUON

State / Country

Stock

Top Portfolio Positions

67 positions · $3,394,872,572 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
ACLS	Axcelis Technologies Inc Technology	1,657,745	$154,302,904	4.55%
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$64,507,064	699,112	+4.0%	Shares	Sole	2026-04-13
2025-12-31	$63,581,233	671,964	+11.3%	Shares	Sole	2026-02-10
2025-09-30	$54,070,879	603,537	+1.4%	Shares	Sole	2025-10-28
2025-06-30	$58,736,672	595,284	+36.1%	Shares	Sole	2025-07-09
2025-03-31	$39,984,243	437,273	+58.5%	Shares	Sole	2025-04-11
2024-12-31	$28,786,153	275,888	-28.0%	Shares	Sole	2025-01-13
2024-09-30	$41,075,708	383,026	+55.5%	Shares	Sole	2024-10-09
2024-06-30	$24,592,522	246,270	+1.5%	Shares	Sole	2024-07-18
2024-03-31	$28,040,049	242,540	-44.6%	Shares	Sole	2024-04-03
2023-12-31	$48,182,947	437,788	+9.6%	Shares	Sole	2024-01-16
2023-09-30	$33,271,859	399,518	+4.2%	Shares	Sole	2023-10-25
2023-06-30	$35,643,647	383,595	+1.5%	Shares	Sole	2023-08-01
2023-03-31	$33,895,776	377,753	+1.0%	Shares	Sole	2023-04-26
2022-12-31	$30,597,496	374,144	-0.6%	Shares	Sole	2023-01-18
2022-09-30	$27,690,813	376,285	-1.5%	Shares	Sole	2022-11-01
2022-06-30	$29,041,787	381,978	+20.4%	Shares	Sole	2022-07-27
2022-03-31	$29,423,304	317,164	-37.3%	Shares	Sole	2022-04-20
2021-12-31	$46,504,539	505,704	+1.2%	Shares	Sole	2022-01-27
2021-09-30	$41,823,216	499,680	+1.9%	Shares	Sole	2021-10-20
2021-06-30	$38,719,378	490,367	+8.8%	Shares	Sole	2021-07-21
2021-03-31	$34,920,037	450,523	+10.4%	Shares	Sole	2021-04-22
2020-12-31	$27,655,769	408,143	-5.0%	Shares	Sole	2021-01-25
2020-09-30	$15,817,339	429,819	+7.1%	Shares	Sole	2020-10-20
2020-06-30	$13,885,049	401,302	-35.8%	Shares	Sole	2020-07-02
2020-03-31	$22,397,502	624,756	—	Shares	Sole	2020-04-23
No 13F history on record for this holder in this stock.