REINHART PARTNERS, INC.
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
Holdings in SIMO
Export CSVShares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $145,850,008 | 1,573,355 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $142,303,552 | 1,500,934 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $110,618,894 | 1,471,583 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $68,978,552 | 1,364,291 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $61,386,638 | 1,135,738 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $65,621,977 | 1,080,375 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $61,067,836 | 754,017 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $56,656,384 | 736,371 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $42,934,829 | 700,748 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $22,065,482 | 430,546 | Shares | Sole | 2023-10-25 | |
| No quarters match your search. | ||||||