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 $4.38B across 72 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SIMO ($322.0M, 7.35%), LNTH ($177.4M, 4.05%), ACLS ($175.9M, 4.02%), FCNCA ($175.3M, 4.00%), SKWD ($168.9M, 3.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SIMO | SILICON MOTION TECH CP SPONSOR | $322.0M | 7.35% | 966,060 | Trimmed |
| 2 | LNTH | LANTHEUS HLDGS INC COM | $177.4M | 4.05% | 1.6M | Added |
| 3 | ACLS | AXCELIS TECHNOLOGIES I COM | $175.9M | 4.02% | 928,660 | Trimmed |
| 4 | FCNCA | FIRST CTZNS BANCSHS NC CL A | $175.3M | 4.00% | 84,206 | Added |
| 5 | SKWD | SKYWARD SPECIALTY INS COM | $168.9M | 3.86% | 2.9M | Added |
| 6 | YETI | YETI HLDGS INC COM | $162.4M | 3.71% | 3.3M | Added |
| 7 | PAYC | PAYCOM SOFTWARE INC COM | $153.3M | 3.50% | 1.2M | Added |
| 8 | MOD | MODINE MFG CO COM | $148.4M | 3.39% | 555,686 | Trimmed |
| 9 | NSP | INSPERITY INC COM | $136.5M | 3.12% | 3.3M | Added |
| 10 | IDCC | INTERDIGITAL INC COM | $130.4M | 2.98% | 460,404 | Added |
| 11 | FTDR | FRONTDOOR INC COM | $130.7M | 2.98% | 1.7M | Added |
| 12 | LOPE | GRAND CANYON ED INC COM | $126.4M | 2.88% | 882,927 | Added |
| 13 | ACIW | ACI WORLDWIDE INC COM | $121.9M | 2.78% | 2.4M | Added |
| 14 | EEFT | EURONET WORLDWIDE INC COM | $119.1M | 2.72% | 1.6M | Added |
| 15 | LSTR | LANDSTAR SYS INC COM | $117.7M | 2.69% | 569,090 | Trimmed |
| 16 | UHAL/B | U HAUL HOLDING CO | $112.6M | 2.57% | 2.0M | Added |
| 17 | OSW | ONESPAWORLD HOLDINGS L COM | $111.9M | 2.56% | 4.0M | Added |
| 18 | MMS | MAXIMUS INC COM | $106.6M | 2.43% | 2.0M | Added |
| 19 | FAF | FIRST AMERN FINL CORP COM | $106.5M | 2.43% | 1.6M | Added |
| 20 | VVX | V2X INC COM | $104.9M | 2.39% | 1.4M | Trimmed |
| 21 | FORM | FORMFACTOR INC COM | $102.3M | 2.34% | 639,922 | Trimmed |
| 22 | AGO | ASSURED GUARANTY LTD COM | $99.9M | 2.28% | 1.2M | Trimmed |
| 23 | HLMN | HILLMAN SOLUTIONS CORP COM | $94.2M | 2.15% | 11.2M | Trimmed |
| 24 | DORM | DORMAN PRODUCTS INC COM | $93.4M | 2.13% | 684,382 | New |
| 25 | WTM | WHITE MTNS INS GRP LTD COM | $92.3M | 2.11% | 44,480 | Added |
Source: SEC Form 13F filings · as of 2026-06-30