REINHART PARTNERS, LLC.

Est. AUM

$3.48B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AXCELIS TECHNOLOGIES I COM	COM	$154.3M	1657745	4.44%	SOLE
2	FIRST CTZNS BANCSHS NC CL A	COM	$147.6M	78297	4.24%	SOLE
3	SILICON MOTION TECH CP SPONSOR	COM	$147.6M	1314039	4.24%	SOLE
4	MODINE MFG CO COM	COM	$130.3M	601200	3.75%	SOLE
5	INTERDIGITAL INC COM	COM	$127.5M	422289	3.67%	SOLE
6	PAYCOM SOFTWARE INC COM	COM	$123.5M	1015715	3.55%	SOLE
7	SKYWARD SPECIALTY INS COM	COM	$121.5M	2780784	3.49%	SOLE
8	ADAPTHEALTH CORP COMMON STOCK	COM	$120.0M	10081983	3.45%	SOLE
9	LANTHEUS HLDGS INC COM	COM	$118.7M	1564878	3.41%	SOLE
10	YETI HLDGS INC COM	COM	$114.1M	3118339	3.28%	SOLE
11	FORMFACTOR INC COM	COM	$112.5M	1159698	3.23%	SOLE
12	GRAND CANYON ED INC COM	COM	$109.7M	644988	3.15%	SOLE
13	LANDSTAR SYS INC COM	COM	$109.4M	682536	3.15%	SOLE
14	ASSURED GUARANTY LTD COM	COM	$104.9M	1287173	3.01%	SOLE
15	EURONET WORLDWIDE INC COM	COM	$98.9M	1490528	2.84%	SOLE
16	V2X INC COM	COM	$98.7M	1440959	2.84%	SOLE
17	HILLMAN SOLUTIONS CORP COM	COM	$95.2M	11443162	2.74%	SOLE
18	FIRST AMERN FINL CORP COM	COM	$91.9M	1524700	2.64%	SOLE
19	ACI WORLDWIDE INC COM	COM	$91.7M	2234814	2.63%	SOLE
20	ONESPAWORLD HOLDINGS L COM	COM	$89.2M	3884788	2.56%	SOLE
21	FRONTDOOR INC COM	COM	$85.6M	1619504	2.46%	SOLE
22	WHITE MTNS INS GRP LTD COM	COM	$82.1M	37374	2.36%	SOLE
23	U HAUL HOLDING CO	COM	$81.9M	1833018	2.35%	SOLE
24	INSPERITY INC COM	COM	$79.7M	2947709	2.29%	SOLE
25	WINTRUST FINL CORP COM	COM	$72.9M	524560	2.10%	SOLE
26	MADISON SQUARE GRDN SP CL A	COM	$72.3M	224969	2.08%	SOLE
27	CADRE HLDGS INC COM	COM	$68.7M	2237897	1.97%	SOLE
28	FIRST HAWAIIAN INC COM	COM	$65.1M	2641899	1.87%	SOLE
29	RYMAN HOSPITALITY PPTY COM	COM	$64.5M	699112	1.85%	SOLE
30	ASGN INC COM	COM	$63.9M	1650955	1.84%	SOLE
31	MAXIMUS INC COM	COM	$54.8M	855069	1.58%	SOLE
32	INTERNATIONAL BNCSHRS COM	COM	$50.2M	745696	1.44%	SOLE
33	INDEPENDENT BK CP MASS COM	COM	$48.8M	649296	1.40%	SOLE
34	ENCOMPASS HEALTH CORP COM	COM	$41.3M	427200	1.19%	SOLE
35	AMERICOLD RLTY TR COM	COM	$39.0M	3402232	1.12%	SOLE
36	ELEMENT SOLUTIONS INC COM	COM	$33.3M	976283	0.96%	SOLE
37	COCA COLA CONSOLIDATED,INC	COM	$8.1M	42135	0.23%	SOLE
38	AFFILIATED MNGRS GRP COM	COM	$7.3M	26285	0.21%	SOLE
39	TRANSUNION COM	COM	$6.8M	98061	0.20%	SOLE
40	SMITH A O CORP	COM	$6.8M	102686	0.19%	SOLE
41	KEYSIGHT TECHNOLOGIES COM	COM	$6.8M	23923	0.19%	SOLE
42	TAPESTRY INC COM	COM	$6.5M	46372	0.19%	SOLE
43	LIVE NATION INC COM	COM	$6.5M	42689	0.19%	SOLE
44	XCEL ENERGY	COM	$6.3M	79117	0.18%	SOLE
45	SENSATA TECHNOLOGIES H SHS	COM	$6.1M	171966	0.17%	SOLE
46	DOLLAR GEN CORP COM	COM	$6.0M	50684	0.17%	SOLE
47	LPL FINL HLDGS INC COM	COM	$5.9M	19751	0.17%	SOLE
48	INTERCONTINENTAL EXCHANGE INC	COM	$5.9M	37228	0.17%	SOLE
49	ACUITY BRANDS INC COM	COM	$5.6M	19902	0.16%	SOLE
50	MICROCHIP TECHNOLOGY INC	COM	$5.4M	83444	0.15%	SOLE

1–50 of 70

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.