Reinhart Partners, LLC
$3.5B Assets Reported
77 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ACLS | AXCELIS TECHNOLOGIES I COM | 1,657,745 | $154M | 4.4% |
| FCNCA | FIRST CTZNS BANCSHS NC CL A | 78,297 | $148M | 4.2% |
| SIMO | SILICON MOTION TECH CP SPONSOR | 1,314,039 | $148M | 4.2% |
| MOD | MODINE MFG CO COM | 601,200 | $130M | 3.7% |
| IDCC | INTERDIGITAL INC COM | 422,289 | $128M | 3.7% |
| PAYC | PAYCOM SOFTWARE INC COM | 1,015,715 | $123M | 3.5% |
| SKWD | SKYWARD SPECIALTY INS COM | 2,780,784 | $121M | 3.5% |
| AHCO | ADAPTHEALTH CORP COMMON STOCK | 10,081,983 | $120M | 3.4% |
| LNTH | LANTHEUS HLDGS INC COM | 1,564,878 | $119M | 3.4% |
| YETI | YETI HLDGS INC COM | 3,118,339 | $114M | 3.3% |
Track Reinhart Partners, LLC's 13F portfolio: $3.5B in reported holdings, 77 positions. Top holdings, AUM, and quarterly changes on SentiSense.