Reinhart Partners, LLC

$4.4B 13F equity value
75 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Reinhart Partners, LLC covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
SIMOSILICON MOTION TECH CP SPONSOR966,060$322M7.4%
LNTHLANTHEUS HLDGS INC COM1,599,379$177M4.1%
ACLSAXCELIS TECHNOLOGIES I COM928,660$176M4.0%
FCNCAFIRST CTZNS BANCSHS NC CL A84,206$175M4.0%
SKWDSKYWARD SPECIALTY INS COM2,894,407$169M3.9%
YETIYETI HLDGS INC COM3,277,296$162M3.7%
PAYCPAYCOM SOFTWARE INC COM1,219,906$153M3.5%
MODMODINE MFG CO COM555,686$148M3.4%
NSPINSPERITY INC COM3,304,074$136M3.1%
FTDRFRONTDOOR INC COM1,684,065$131M3.0%

Track Reinhart Partners, LLC's 13F portfolio: $4.4B in reported holdings, 75 positions. Top holdings and quarterly changes on SentiSense.

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