REINHART PARTNERS, LLC. 13F Holdings

CIK 0001080298 · MEQUON, WI

As of Sep 30, 2025, REINHART PARTNERS, LLC. reported 74 positions worth $3.1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AXCELIS TECHNOLOGIES INCACLSTechnology1,610,332 57.2M5.11%
INTERDIGITAL INCIDCCCommunication Services412,346 42.4M4.63%
SILICON MOTION TECHNOLOGY CORPSIMOTechnology1,500,934 42.3M4.63%
MODINE MANUFACTURING COMODConsumer Cyclical890,702 26.6M4.12%
FIRST CITIZENS BANCSHARES INCFCNCAFinancial Services70,248 25.7M4.09%
INSPERITY INCNSPIndustrials2,202,326 08.4M3.52%
FIRST AMERICAN FINANCIAL CORPFAFFinancial Services1,598,007 02.7M3.34%
HILLMAN SOLUTIONS CORPHLMNIndustrials10,471,532$96.1M3.13%
ASSURED GUARANTY LTDAGOFinancial Services1,130,347$95.7M3.11%
EURONET WORLDWIDE INCEEFTTechnology1,079,798$94.8M3.08%
U-HAUL HOLDING COUHAL.BIndustrials1,747,459$88.9M2.89%
YETI HOLDINGS INCYETIConsumer Cyclical2,661,920$88.3M2.87%
FORMFACTOR INCFORMTechnology2,404,854$87.6M2.85%
FRONTDOOR INCFTDRConsumer Cyclical1,296,596$87.2M2.84%
MAXIMUS INCMMSIndustrials921,578$84.2M2.74%
WINTRUST FINANCIAL CORPWTFCFinancial Services611,326$81.0M2.63%
SKYWARD SPECIALTY INSURANCE GROUP INCSKWDFinancial Services1,613,536$76.7M2.50%
LANDSTAR SYSTEM INCLSTRIndustrials581,293$71.2M2.32%
CADRE HOLDINGS INCCDREIndustrials1,922,891$70.2M2.28%
WHITE MOUNTAINS INSURANCE GROUP LTDWTMFinancial Services41,609$69.6M2.26%
LANTHEUS HOLDINGS INCLNTHHealthcare1,347,756$69.1M2.25%
ADAPTHEALTH CORPAHCOHealthcare7,327,058$65.6M2.13%
MARCUS & MILLICHAP INCMMIReal Estate2,208,439$64.8M2.11%
FIRST HAWAIIAN INCFHBFinancial Services2,360,541$58.6M1.91%
RYMAN HOSPITALITY PROPERTIES INCRHPReal Estate603,537$54.1M1.76%