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 SKY
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,062,316 | 767,276 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $70,640,225 | 835,979 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $50,699,751 | 663,870 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $38,650,092 | 617,315 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $52,471,454 | 553,730 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $52,798,065 | 599,297 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $47,719,888 | 503,109 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $35,978,840 | 531,053 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $45,604,974 | 536,466 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $42,424,366 | 571,295 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $34,135,823 | 535,716 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $30,591,395 | 467,401 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $40,187,941 | 534,201 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $32,926,273 | 639,221 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $28,197,738 | 533,341 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,745,949 | 627,287 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $32,617,818 | 594,348 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $62,001,669 | 785,030 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $51,437,546 | 856,436 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $60,367,153 | 1,132,592 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $50,383,839 | 1,113,209 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $36,550,288 | 1,181,328 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $18,892,579 | 705,737 | Shares | Sole | 2020-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||