EdgeMarket › What Cramer Rosenthal Mcglynn Llc reported owning
What Cramer Rosenthal Mcglynn Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
86Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| BKU BankUnited, Inc. | 59.8M | 4.4% | 1.3M | 46.33 | +24.2% |
| SKY Champion Homes, Inc. | 57.1M | 4.2% | 767.3K | 90.25 | +26.1% |
| RRX REGAL REXNORD CORP | 46.6M | 3.4% | 248.6K | 166.15 | +14.7% |
| HUBG Hub Group, Inc. | 41.5M | 3.0% | 1.2M | 40.73 | +16.6% |
| EVRG Evergy, Inc. | 35.0M | 2.6% | 426.9K | 80.92 | +11.5% |
| TDY TELEDYNE TECHNOLOGIES INC | 34.3M | 2.5% | 56.7K | 636.15 | +17.4% |
| MKSI MKS INC | 34.1M | 2.5% | 148.4K | 279.11 | +180.9% |
| SUI SUN COMMUNITIES INC | 33.8M | 2.5% | 268.5K | 121.66 | -4.3% |
| SMTC SEMTECH CORP | 31.9M | 2.3% | 414.5K | 124.09 | +156.0% |
| FIBK FIRST INTERSTATE BANCSYSTEM INC | 30.5M | 2.2% | 914.2K | 37.49 | +24.1% |
| WSC WillScot Holdings Corp | 29.6M | 2.2% | 1.7M | 22.14 | -6.6% |
| SHOO STEVEN MADDEN, LTD. | 29.4M | 2.2% | 866.3K | 46.08 | +73.2% |
| RRC RANGE RESOURCES CORP | 29.3M | 2.2% | 648.5K | 41.06 | +24.1% |
| KN Knowles Corp | 27.0M | 2.0% | 1.1M | 33.32 | +63.8% |
| MTN VAIL RESORTS INC | 26.0M | 1.9% | 202.9K | 152.81 | -0.8% |
| TRNO Terreno Realty Corp | 25.4M | 1.9% | 414.0K | 68.17 | +22.5% |
| COO COOPER COMPANIES, INC. | 25.1M | 1.8% | 351.0K | 76.22 | +3.7% |
| VSXY Victoria's Secret & Co. | 24.7M | 1.8% | 532.7K | 85.39 | +288.0% |
| HAPN Happen, Inc. | 23.7M | 1.7% | 1.7M | 18.42 | +21.3% |
| FAF First American Financial Corp | 23.1M | 1.7% | 383.1K | 71.76 | +10.9% |
| CON Concentra Group Holdings Parent, Inc. | 22.9M | 1.7% | 1.1M | 35.00 | +51.3% |
| TECH BIO-TECHNE Corp | 22.8M | 1.7% | 435.6K | 72.32 | +33.1% |
| FUL FULLER H B CO | 21.8M | 1.6% | 352.8K | 58.70 | -1.1% |
| TSEM TOWER SEMICONDUCTOR LTD | 21.6M | 1.6% | 123.3K | 222.59 | +344.7% |
| BJRI BJs RESTAURANTS INC | 20.8M | 1.5% | 593.1K | 66.76 | +90.6% |
| DCH Dauch Corp | 20.7M | 1.5% | 3.5M | 6.88 | +22.6% |
| Q Qnity Electronics, Inc. | 19.5M | 1.4% | 168.7K | 128.88 | — |
| CP CANADIAN PACIFIC KANSAS CITY LTD/CN | 19.4M | 1.4% | 246.1K | 96.69 | +30.2% |
| MTDR Matador Resources Co | 18.4M | 1.4% | 291.7K | 58.38 | +26.3% |
| ACVA ACV Auctions Inc. | 16.6M | 1.2% | 3.9M | 7.43 | -34.7% |
| ATO ATMOS ENERGY CORP | 16.6M | 1.2% | 89.9K | 166.85 | +0.5% |
| TFSL TFS Financial CORP | 16.5M | 1.2% | 1.2M | 17.64 | +33.4% |
| XYL Xylem Inc. | 16.4M | 1.2% | 137.6K | 113.42 | -20.1% |
| WMS ADVANCED DRAINAGE SYSTEMS, INC. | 16.4M | 1.2% | 119.8K | 143.73 | +1.4% |
| WWD Woodward, Inc. | 15.4M | 1.1% | 43.1K | 343.26 | +39.4% |
| TTI TETRA TECHNOLOGIES INC | 15.0M | 1.1% | 1.8M | 7.19 | +74.9% |
| BURL Burlington Stores, Inc. | 14.7M | 1.1% | 45.1K | 326.50 | +17.7% |
| VNT Vontier Corp | 13.9M | 1.0% | 392.5K | 32.98 | -21.6% |
| XHR Xenia Hotels & Resorts, Inc. | 13.1M | 1.0% | 882.7K | 19.42 | +46.1% |
| AIT APPLIED INDUSTRIAL TECHNOLOGIES INC | 12.9M | 0.9% | 48.5K | 341.62 | +30.2% |
| BLFS BIOLIFE SOLUTIONS INC | 12.1M | 0.9% | 632.8K | 37.10 | +48.6% |
| MCHP MICROCHIP TECHNOLOGY INC | 11.7M | 0.9% | 180.9K | 76.08 | +14.0% |
| ASH ASHLAND INC. | 11.7M | 0.9% | 209.6K | 72.66 | +34.4% |
| CIEN CIENA CORP | 11.6M | 0.9% | 29.9K | 395.79 | +356.8% |
| AME AMETEK INC/ | 11.5M | 0.8% | 53.5K | 239.55 | +30.7% |
| TFC TRUIST FINANCIAL CORP | 11.2M | 0.8% | 242.8K | 50.42 | +13.6% |
| GPN GLOBAL PAYMENTS INC | 11.0M | 0.8% | 162.8K | 93.49 | +9.0% |
| AAP ADVANCE AUTO PARTS INC | 10.7M | 0.8% | 202.7K | 42.58 | -24.7% |
| EVR Evercore Inc. | 10.6M | 0.8% | 35.7K | 291.89 | -4.1% |
| SXT SENSIENT TECHNOLOGIES CORP | 10.3M | 0.8% | 119.2K | 134.56 | +18.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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