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 SHOO
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,384,726 | 866,295 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,688,508 | 809,042 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,338,296 | 607,476 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,107,270 | 171,279 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,024,877 | 151,084 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $26,546,128 | 624,321 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $30,914,257 | 631,032 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $27,990,586 | 661,716 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $28,865,359 | 682,719 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $45,737,496 | 1,088,988 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $37,708,829 | 1,186,932 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $38,818,655 | 1,187,478 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $42,272,136 | 1,174,226 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $41,953,284 | 1,312,681 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $35,358,792 | 1,325,789 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $46,514,944 | 1,444,115 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $59,157,183 | 1,530,983 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $82,035,953 | 1,765,353 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $89,673,786 | 2,232,913 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $97,755,026 | 2,233,890 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $77,021,114 | 2,067,126 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $68,390,716 | 1,936,317 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||