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.
REINHART PARTNERS, LLC. (CIK 1080298) reported $3.48B across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ACLS ($154.3M, 4.44%), FCNCA ($147.6M, 4.24%), SIMO ($147.6M, 4.24%), MOD ($130.3M, 3.75%), IDCC ($127.5M, 3.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ACLS | AXCELIS TECHNOLOGIES I COM | $154.3M | 4.44% | 1.7M | Added |
| 2 | FCNCA | FIRST CTZNS BANCSHS NC CL A | $147.6M | 4.24% | 78,297 | Added |
| 3 | SIMO | SILICON MOTION TECH CP SPONSOR | $147.6M | 4.24% | 1.3M | Trimmed |
| 4 | MOD | MODINE MFG CO COM | $130.3M | 3.75% | 601,200 | Trimmed |
| 5 | IDCC | INTERDIGITAL INC COM | $127.5M | 3.67% | 422,289 | Added |
| 6 | PAYC | PAYCOM SOFTWARE INC COM | $123.5M | 3.55% | 1.0M | Added |
| 7 | SKWD | SKYWARD SPECIALTY INS COM | $121.5M | 3.49% | 2.8M | Added |
| 8 | AHCO | ADAPTHEALTH CORP COMMON STOCK | $120.0M | 3.45% | 10.1M | Added |
| 9 | LNTH | LANTHEUS HLDGS INC COM | $118.7M | 3.41% | 1.6M | Added |
| 10 | YETI | YETI HLDGS INC COM | $114.1M | 3.28% | 3.1M | Added |
| 11 | FORM | FORMFACTOR INC COM | $112.5M | 3.23% | 1.2M | Trimmed |
| 12 | LOPE | GRAND CANYON ED INC COM | $109.7M | 3.15% | 644,988 | Added |
| 13 | LSTR | LANDSTAR SYS INC COM | $109.4M | 3.15% | 682,536 | Added |
| 14 | AGO | ASSURED GUARANTY LTD COM | $104.9M | 3.01% | 1.3M | Added |
| 15 | VVX | V2X INC COM | $98.7M | 2.84% | 1.4M | Added |
| 16 | EEFT | EURONET WORLDWIDE INC COM | $98.9M | 2.84% | 1.5M | Added |
| 17 | HLMN | HILLMAN SOLUTIONS CORP COM | $95.2M | 2.74% | 11.4M | Added |
| 18 | FAF | FIRST AMERN FINL CORP COM | $91.9M | 2.64% | 1.5M | Added |
| 19 | ACIW | ACI WORLDWIDE INC COM | $91.7M | 2.63% | 2.2M | Added |
| 20 | OSW | ONESPAWORLD HOLDINGS L COM | $89.2M | 2.56% | 3.9M | Added |
| 21 | FTDR | FRONTDOOR INC COM | $85.6M | 2.46% | 1.6M | Trimmed |
| 22 | WTM | WHITE MTNS INS GRP LTD COM | $82.1M | 2.36% | 37,374 | Trimmed |
| 23 | UHAL/B | U HAUL HOLDING CO | $81.9M | 2.35% | 1.8M | Added |
| 24 | NSP | INSPERITY INC COM | $79.7M | 2.29% | 2.9M | Added |
| 25 | WTFC | WINTRUST FINL CORP COM | $72.9M | 2.10% | 524,560 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31