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 TDY
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,276,841 | 56,655 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,774,518 | 54,382 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $29,629,596 | 50,559 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,745,172 | 54,157 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $31,243,745 | 62,775 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $34,818,104 | 75,018 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $29,281,642 | 66,905 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,889,933 | 43,533 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,827,285 | 46,183 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $20,701,607 | 46,386 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $20,822,871 | 50,964 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,598,435 | 47,672 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,504,294 | 52,540 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $20,763,727 | 51,921 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $15,088,621 | 44,711 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,671,388 | 44,444 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,988,467 | 42,292 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,508,490 | 46,942 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,547,670 | 47,832 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $18,039,845 | 43,072 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $19,039,482 | 46,028 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $24,337,646 | 62,089 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $19,960,152 | 64,344 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $23,022,738 | 74,040 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $21,963,496 | 73,884 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||