EdgeMarket › What Reinhart Partners, Llc. reported owning
What Reinhart Partners, 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
3.5BPositions
70Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ACLS AXCELIS TECHNOLOGIES INC | 154.3M | 4.4% | 1.7M | 127.07 | +60.7% |
| FCNCA FIRST CITIZENS BANCSHARES INC /DE/ | 147.6M | 4.2% | 78.3K | 2,183.54 | +13.1% |
| SIMO Silicon Motion Technology CORP | 147.6M | 4.2% | 1.3M | 258.36 | +248.5% |
| MOD MODINE MANUFACTURING CO | 130.3M | 3.7% | 601.2K | 197.68 | +46.5% |
| IDCC InterDigital, Inc. | 127.5M | 3.7% | 422.3K | 342.42 | +31.7% |
| PAYC Paycom Software, Inc. | 123.5M | 3.5% | 1.0M | 229.07 | +0.9% |
| SKWD Skyward Specialty Insurance Group, Inc. | 121.5M | 3.5% | 2.8M | 56.89 | +14.7% |
| AHCO AdaptHealth Corp. | 120.0M | 3.4% | 10.1M | 5.63 | -39.7% |
| LNTH Lantheus Holdings, Inc. | 118.7M | 3.4% | 1.6M | 99.97 | +78.1% |
| YETI YETI Holdings, Inc. | 114.1M | 3.3% | 3.1M | 43.76 | +28.4% |
| FORM FORMFACTOR INC | 112.5M | 3.2% | 1.2M | 114.16 | +309.2% |
| LOPE Grand Canyon Education, Inc. | 109.7M | 3.2% | 645.0K | 147.46 | -26.8% |
| LSTR LANDSTAR SYSTEM INC | 109.4M | 3.1% | 682.5K | 186.58 | +44.6% |
| AGO ASSURED GUARANTY LTD | 104.9M | 3.0% | 1.3M | 74.44 | -8.1% |
| EEFT EURONET WORLDWIDE, INC. | 98.9M | 2.8% | 1.5M | 70.07 | -26.3% |
| VVX V2X, Inc. | 98.7M | 2.8% | 1.4M | 78.50 | +37.9% |
| HLMN Hillman Solutions Corp. | 95.2M | 2.7% | 11.4M | 8.36 | -13.6% |
| FAF First American Financial Corp | 91.9M | 2.6% | 1.5M | 71.76 | +10.9% |
| ACIW ACI WORLDWIDE, INC. | 91.7M | 2.6% | 2.2M | 51.86 | +10.1% |
| OSW ONESPAWORLD HOLDINGS Ltd | 89.2M | 2.6% | 3.9M | 26.68 | +22.9% |
| FTDR Frontdoor, Inc. | 85.6M | 2.5% | 1.6M | 82.59 | +40.3% |
| WTM WHITE MOUNTAINS INSURANCE GROUP LTD | 82.1M | 2.4% | 37.4K | 2,110.95 | +14.9% |
| unmapped CUSIP 023586506 | 81.9M | 2.4% | 1.8M | — | — |
| NSP INSPERITY, INC. | 79.7M | 2.3% | 2.9M | 52.79 | -2.6% |
| WTFC WINTRUST FINANCIAL CORP | 72.9M | 2.1% | 524.6K | 152.67 | +18.5% |
| MSGS Madison Square Garden Sports Corp. | 72.3M | 2.1% | 225.0K | 406.16 | +107.7% |
| CDRE Cadre Holdings, Inc. | 68.7M | 2.0% | 2.2M | 34.12 | +16.6% |
| FHB FIRST HAWAIIAN, INC. | 65.1M | 1.9% | 2.6M | 26.32 | +6.9% |
| RHP Ryman Hospitality Properties, Inc. | 64.5M | 1.9% | 699.1K | 128.50 | +35.1% |
| EFOR Everforth Inc | 63.9M | 1.8% | 1.7M | 32.70 | -36.6% |
| MMS MAXIMUS, INC. | 54.8M | 1.6% | 855.1K | 58.22 | -31.7% |
| IBOC INTERNATIONAL BANCSHARES CORP | 50.2M | 1.4% | 745.7K | 71.49 | +4.4% |
| INDB INDEPENDENT BANK CORP | 48.8M | 1.4% | 649.3K | 83.73 | +24.5% |
| EHC Encompass Health Corp | 41.3M | 1.2% | 427.2K | 120.31 | -2.6% |
| COLD AMERICOLD REALTY TRUST | 39.0M | 1.1% | 3.4M | 15.25 | +4.7% |
| ESI Element Solutions Inc | 33.3M | 1.0% | 976.3K | 35.31 | +41.0% |
| COKE Coca-Cola Consolidated, Inc. | 8.1M | 0.2% | 42.1K | 189.10 | +59.1% |
| AMG AFFILIATED MANAGERS GROUP, INC. | 7.3M | 0.2% | 26.3K | 356.21 | +64.3% |
| TRU TransUnion | 6.8M | 0.2% | 98.1K | 84.61 | -3.6% |
| AOS SMITH A O CORP | 6.8M | 0.2% | 102.7K | 63.08 | -12.2% |
| KEYS Keysight Technologies, Inc. | 6.8M | 0.2% | 23.9K | 316.13 | +99.4% |
| TPR TAPESTRY, INC. | 6.5M | 0.2% | 46.4K | 130.17 | +31.7% |
| LYV Live Nation Entertainment, Inc. | 6.5M | 0.2% | 42.7K | 181.82 | +12.3% |
| XEL XCEL ENERGY INC | 6.3M | 0.2% | 79.1K | 76.30 | +4.3% |
| ST Sensata Technologies Holding plc | 6.1M | 0.2% | 172.0K | 42.83 | +35.2% |
| DG DOLLAR GENERAL CORP | 6.0M | 0.2% | 50.7K | 123.41 | +7.5% |
| LPLA LPL Financial Holdings Inc. | 5.9M | 0.2% | 19.8K | 361.35 | +1.7% |
| ICE Intercontinental Exchange, Inc. | 5.9M | 0.2% | 37.2K | 161.25 | -11.1% |
| AYI ACUITY INC. (DE) | 5.6M | 0.2% | 19.9K | 343.10 | +9.3% |
| MCHP MICROCHIP TECHNOLOGY INC | 5.4M | 0.2% | 83.4K | 76.08 | +14.0% |
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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