Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CRAMER ROSENTHAL MCGLYNN LLC (CIK 820743) reported $1.36B across 84 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BKU ($59.8M, 4.39%), SKY ($57.1M, 4.19%), RRX ($46.6M, 3.42%), HUBG ($41.5M, 3.04%), EVRG ($35.0M, 2.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BKU | BANKUNITED INC | $59.8M | 4.39% | 1.3M | Trimmed |
| 2 | SKY | CHAMPION HOMES INC | $57.1M | 4.19% | 767,276 | Trimmed |
| 3 | RRX | REGAL REXNORD CORPORATION | $46.6M | 3.42% | 248,646 | Trimmed |
| 4 | HUBG | HUB GROUP INC | $41.5M | 3.04% | 1.2M | Added |
| 5 | EVRG | EVERGY INC | $35.0M | 2.57% | 426,900 | Trimmed |
| 6 | TDY | TELEDYNE TECHNOLOGIES INC | $34.3M | 2.52% | 56,655 | Added |
| 7 | MKSI | MKS INC. | $34.1M | 2.50% | 148,385 | Trimmed |
| 8 | SUI | SUN CMNTYS INC | $33.8M | 2.48% | 268,485 | Added |
| 9 | SMTC | SEMTECH CORP | $31.9M | 2.34% | 414,535 | New |
| 10 | FIBK | FIRST INTST BANCSYSTEM INC | $30.5M | 2.24% | 914,214 | Trimmed |
| 11 | WSC | WILLSCOT HLDGS CORP | $29.6M | 2.18% | 1.7M | Trimmed |
| 12 | SHOO | MADDEN STEVEN LTD | $29.4M | 2.16% | 866,295 | Added |
| 13 | RRC | RANGE RES CORP | $29.3M | 2.15% | 648,464 | Trimmed |
| 14 | KN | KNOWLES CORP | $27.0M | 1.98% | 1.1M | Trimmed |
| 15 | MTN | VAIL RESORTS INC | $26.0M | 1.91% | 202,908 | Added |
| 16 | TRNO | TERRENO RLTY CORP | $25.4M | 1.87% | 414,018 | Trimmed |
| 17 | COO | COOPER COS INC | $25.1M | 1.84% | 350,962 | Added |
| 18 | VSCO | VICTORIAS SECRET AND CO | $24.7M | 1.81% | 532,651 | Added |
| 19 | LC | LENDINGCLUB ISSUANCE TR SER | $23.7M | 1.74% | 1.7M | Added |
| 20 | FAF | FIRST AMERN FINL CORP | $23.1M | 1.70% | 383,079 | Trimmed |
| 21 | CON | CONCENTRA GROUP HOLDINGS PAR | $22.9M | 1.68% | 1.1M | Trimmed |
| 22 | TECH | BIO-TECHNE CORP | $22.8M | 1.67% | 435,633 | Trimmed |
| 23 | FUL | FULLER H B CO | $21.8M | 1.60% | 352,791 | Added |
| 24 | TSEM | TOWER SEMICONDUCTOR LTD | $21.6M | 1.59% | 123,349 | Trimmed |
| 25 | BJRI | BJS RESTAURANTS INC | $20.8M | 1.53% | 593,065 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31