CRAMER ROSENTHAL MCGLYNN LLC 13F Holdings

CIK 0000820743 · STAMFORD, CT

As of Sep 30, 2025, CRAMER ROSENTHAL MCGLYNN LLC reported 93 positions worth .6B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VICTORIA'S SECRET & COVSCOConsumer Cyclical2,363,850$64.2M4.00%
BANKUNITED INCBKUFinancial Services1,535,274$58.6M3.65%
CHAMPION HOMES INCSKYConsumer Cyclical663,870$50.7M3.16%
FIRST AMERICAN FINANCIAL CORPFAFFinancial Services759,621$48.8M3.04%
REGAL REXNORD CORPRRXIndustrials307,264$44.1M2.74%
CONCENTRA GROUP HOLDINGS PARENT INCCONHealthcare2,091,448$43.8M2.73%
SPDR S&P 500 ETF TRUSTSPY—61,800$41.2M2.56%
ZOOMINFO TECHNOLOGIES INCGTMTechnology3,598,447$39.3M2.44%
EVERCORE INCEVRFinancial Services110,575$37.3M2.32%
VONTIER CORPVNTTechnology855,912$35.9M2.24%
SUN COMMUNITIES INCSUIReal Estate263,937$34.0M2.12%
KNOWLES CORPKNTechnology1,421,713$33.1M2.06%
RANGE RESOURCES CORPRRCEnergy843,286$31.7M1.98%
BIO-TECHNE CORPTECHHealthcare559,189$31.1M1.94%
HUB GROUP INCHUBGIndustrials860,682$29.6M1.85%
TELEDYNE TECHNOLOGIES INCTDYTechnology50,559$29.6M1.85%
FIRST INTERSTATE BANCSYSTEM INCFIBKFinancial Services921,900$29.4M1.83%
ACV AUCTIONS INCACVAConsumer Cyclical2,934,804$29.1M1.81%
EVERGY INCEVRGUtilities373,032$28.4M1.77%
WILLSCOT HOLDINGS CORPWSCIndustrials1,295,294$27.3M1.70%
TERRENO REALTY CORPTRNOReal Estate472,073$26.8M1.67%
CIENA CORPCIENTechnology180,730$26.3M1.64%
HAYWARD HOLDINGS INCHAYWIndustrials1,726,476$26.1M1.63%
ATMOS ENERGY CORPATOUtilities151,365$25.8M1.61%
LENDINGCLUB CORPLCFinancial Services1,657,356$25.2M1.57%