REINHART PARTNERS, LLC.
Top Portfolio Positions
67 positions ·
$3,394,872,572 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WTM
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $82,109,183 | 37,374 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $91,377,213 | 43,973 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $69,550,275 | 41,609 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $74,870,749 | 41,694 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $81,804,561 | 42,478 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $74,441,340 | 38,272 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $66,777,697 | 39,369 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $68,843,188 | 37,879 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $68,587,117 | 38,225 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $56,917,973 | 37,819 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $55,129,634 | 36,859 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $55,731,402 | 40,126 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $55,263,521 | 40,119 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $58,075,218 | 41,062 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $54,352,873 | 41,713 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $55,258,388 | 44,344 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $16,907,251 | 14,880 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $55,320,411 | 54,562 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $59,641,453 | 55,760 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $67,092,021 | 58,441 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $62,170,168 | 55,763 | Shares | Sole | 2021-04-22 | |
| 2020-09-30 | $34,588,379 | 44,401 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $37,332,922 | 42,043 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $39,693,290 | 43,619 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||