Institutions / Reinhart Partners, LLC.
Reinhart Partners, LLC.
CIK 1080298 · Institution · as of Mar 31, 2026
Portfolio value
$3.48B
Positions
70
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$3.48B+4.2%Positions
70-5.4%Top holdings
Mar 31, 2026View all 70 →
| Company | Value | % of portfolio |
|---|---|---|
| Axcelis Technologies Inc | $154.30M | 4.4% |
| First Citizens Bancshares Inc /De | $147.60M | 4.2% |
| Silicon Motion Technology CORPSIMO | $147.56M | 4.2% |
| Modine Manufacturing Co | $130.29M | 3.7% |
| InterDigital, Inc. | $127.54M | 3.7% |
| Paycom Software, Inc. | $123.45M | 3.5% |
| Skyward Specialty Insurance Group, Inc. | $121.47M | 3.5% |
| AdaptHealth Corp. | $119.98M | 3.4% |
| Lantheus Holdings, Inc. | $118.70M | 3.4% |
| YETI Holdings, Inc. | $114.10M | 3.3% |
| FormFactor Inc | $112.48M | 3.2% |
| Grand Canyon Education, Inc. | $109.67M | 3.2% |
| Landstar System Inc | $109.42M | 3.1% |
| Assured Guaranty Ltd. | $104.88M | 3.0% |
| Euronet Worldwide Inc | $98.93M | 2.8% |
| V2X, Inc.VVX | $98.71M | 2.8% |
| Hillman Solutions Corp. | $95.21M | 2.7% |
| First American Financial Corp | $91.93M | 2.6% |
| Aci Worldwide, Inc. | $91.65M | 2.6% |
| Onespaworld Holdings L Com | $89.16M | 2.6% |
| Frontdoor, Inc. | $85.61M | 2.5% |
| White Mountains Insurance Group Ltd | $82.15M | 2.4% |
| U-Haul Holding Co | $81.88M | 2.4% |
| Insperity, Inc. | $79.71M | 2.3% |
| Wintrust Financial Corp | $72.88M | 2.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | FormFactor Inc | $-96.28M | -993K -46.12% | 1,159,698 3.23% of portfolio | high |
| Q1 2026 as of | Add | Paycom Software, Inc. | $50.73M | +417K +69.76% | 1,015,715 3.55% of portfolio | high |
| Q1 2026 as of | Exit | Par Technology Corp | $-47.52M | -1.3M -100.00% | — | medium |
| Q1 2026 as of | Add | Aci Worldwide, Inc. | $45.25M | +1.1M +97.52% | 2,234,814 2.63% of portfolio | medium |
| Q1 2026 as of | Add | P73684113 | $38.97M | +1.7M +77.63% | 3,884,788 2.56% of portfolio | medium |
| Q1 2026 as of | Add | Americold Realty Trust, Inc. | $35.85M | +3.1M +1141.12% | 3,402,232 1.12% of portfolio | medium |
| Q1 2026 as of | Trim | SIMO Silicon Motion Technology CORP ADR | $-29.12M | -259K -16.48% | 1,314,039 4.24% of portfolio | medium |
| Q1 2026 as of | Add | AdaptHealth Corp. | $23.58M | +2.0M +24.46% | 10,081,983 3.45% of portfolio | medium |
| Q1 2026 as of | Add | Grand Canyon Education, Inc. | $21.44M | +126K +24.30% | 644,988 3.15% of portfolio | medium |
| Q1 2026 as of | Add | Everforth Inc | $17.19M | +444K +36.79% | 1,650,955 1.84% of portfolio | medium |