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REINHART PARTNERS, LLC.

Q2 2026 13F Holdings

  • Location
    mequon, WI
  • Num holdings

    72

  • Value ($000)

    $4,379,855

  • Date Filed
    07/08/2026
  • Form type
    13F-HR
  • CIK
    0001080298
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SIMO

SILICON MOTION TECH CP SPONSOR

COM
82706C108
$322.02M
7 %

966,060

L
LNTH

LANTHEUS HLDGS INC COM

COM
516544103
$177.44M
4 %

1,599,379

A
ACLS

AXCELIS TECHNOLOGIES I COM

COM
054540208
$175.94M
4 %

928,660

F
FCNCA

FIRST CTZNS BANCSHS NC CL A

COM
31946M103
$175.25M
4 %

84,206

S
SKWD

SKYWARD SPECIALTY INS COM

COM
830940102
$168.89M
4 %

2,894,407

Y
YETI

YETI HLDGS INC COM

COM
98585X104
$162.42M
4 %

3,277,296

P
PAYC

PAYCOM SOFTWARE INC COM

COM
70432V102
$153.32M
4 %

1,219,906

M
MOD

MODINE MFG CO COM

COM
607828100
$148.38M
3 %

555,686

N
NSP

INSPERITY INC COM

COM
45778Q107
$136.49M
3 %

3,304,074

F
FTDR

FRONTDOOR INC COM

COM
35905A109
$130.67M
3 %

1,684,065

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