Institutions / Cramer Rosenthal McGlynn LLC
Cramer Rosenthal McGlynn LLC
CIK 820743 · Institution · as of Dec 31, 2025
Portfolio value
$1.55B
Positions
88
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 88 →
| Company | Value | % of portfolio |
|---|---|---|
| Champion Homes Inc | $70.64M | 4.6% |
| BankUnited, Inc. | $68.23M | 4.4% |
| Regal Rexnord Corp | $40.56M | 2.6% |
| Hub Group, Inc. | $40.09M | 2.6% |
| Concentra Group Holdings Par | $38.92M | 2.5% |
| BIO-TECHNE Corp | $38.49M | 2.5% |
| Tower Semiconductor Ltd | $37.88M | 2.4% |
| MKS Inc | $36.86M | 2.4% |
| Range Resources Corp | $36.82M | 2.4% |
| First Interstate Bancsystem Inc | $36.46M | 2.3% |
| Evergy, Inc. | $34.43M | 2.2% |
| ACV Auctions Inc. | $34.14M | 2.2% |
| WillScot Holdings Corp | $34.14M | 2.2% |
| ZoomInfo Technologies Inc. | $33.74M | 2.2% |
| Steven Madden, Ltd. | $33.69M | 2.2% |
| Sun Communities, Inc. | $31.51M | 2.0% |
| Vontier Corp | $31.16M | 2.0% |
| Happen, Inc. | $30.95M | 2.0% |
| Knowles Corp | $29.31M | 1.9% |
| Burlington Stores, Inc. | $28.34M | 1.8% |
| Evercore Inc | $28.21M | 1.8% |
| Teledyne Technologies Inc | $27.77M | 1.8% |
| Hayward Holdings, Inc. | $27.31M | 1.8% |
| Terreno Realty Corp | $26.71M | 1.7% |
| First American Financial Corp | $26.61M | 1.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.