Filed: 5/14/2025ACC: 0001140361-25-018995
📋 What this filing means
CRAMER ROSENTHAL MCGLYNN LLC filed this quarterly 13F‑HR report disclosing 85 equity positions with a total reported market value of $1.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$1.39B
Total AUM (reported)
37.73M
Total Shares
Allocation by class
COM$1.39B100.0%
ETF$467.4K0.0%
Portfolio Concentration
Top 3$140.35M10.1%
4–10$230.80M16.6%
11–25$388.74M28.0%
Rest$629.07M45.3%
Top 3 weight
10.1%
Top 10 weight
26.7%
Voting Authority Distribution
Total shares with voting rights: 37.73M
Sole
Full voting authority
37.08M
shares
% of voting shares98.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
656.95K
shares
% of voting shares1.7%
Investment Discretion (by position count)
Sole85
Shared0
Other0
Dominant voting typeSole · 98.3% of voting shares
Institutional Holdings85
Rows:
CHAMPION HOMES INC
SOLEShares553.73K
TypeSH
Market value$52.47M
3.78%
Sole
546.83K
Shared
0.00
None
6.91K
FIRST AMERN FINL CORP
SOLEShares755.41K
TypeSH
Market value$49.58M
3.57%
Sole
755.41K
Shared
0.00
None
0.00
ACV AUCTIONS INC
SOLEShares2.72M
TypeSH
Market value$38.30M
2.76%
Sole
2.69M
Shared
0.00
None
28.70K
BANK HAWAII CORP
SOLEShares508.79K
TypeSH
Market value$35.09M
2.53%
Sole
501.25K
Shared
0.00
None
7.54K
SUN CMNTYS INC
SOLEShares267.09K
TypeSH
Market value$34.36M
2.47%
Sole
267.09K
Shared
0.00
None
0.00
NISOURCE INC
SOLEShares836.25K
TypeSH
Market value$33.53M
2.41%
Sole
836.25K
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares563.73K
TypeSH
Market value$33.05M
2.38%
Sole
563.73K
Shared
0.00
None
0.00
CONCENTRA GROUP HOLDINGS PAR
SOLEShares1.50M
TypeSH
Market value$32.57M
2.34%
Sole
1.47M
Shared
0.00
None
27.38K
TELEDYNE TECHNOLOGIES INC
SOLEShares62.77K
TypeSH
Market value$31.24M
2.25%
Sole
62.77K
Shared
0.00
None
0.00
REGAL REXNORD CORPORATION
SOLEShares271.95K
TypeSH
Market value$30.96M
2.23%
Sole
271.95K
Shared
0.00
None
0.00
VONTIER CORPORATION
SOLEShares893.29K
TypeSH
Market value$29.34M
2.11%
Sole
893.29K
Shared
0.00
None
0.00
HORACE MANN EDUCATORS CORP N
SOLEShares662.72K
TypeSH
Market value$28.32M
2.04%
Sole
646.07K
Shared
0.00
None
16.66K
BANKUNITED INC
SOLEShares806.47K
TypeSH
Market value$27.77M
2.00%
Sole
789.34K
Shared
0.00
None
17.12K
MATADOR RES CO
SOLEShares530.95K
TypeSH
Market value$27.13M
1.95%
Sole
523.80K
Shared
0.00
None
7.15K
GLOBAL PMTS INC
SOLEShares267.43K
TypeSH
Market value$26.19M
1.89%
Sole
267.43K
Shared
0.00
None
0.00
VICTORIAS SECRET AND CO
SOLEShares1.41M
TypeSH
Market value$26.14M
1.88%
Sole
1.39M
Shared
0.00
None
14.68K
TERRENO RLTY CORP
SOLEShares410.89K
TypeSH
Market value$25.98M
1.87%
Sole
404.90K
Shared
0.00
None
5.98K
MASIMO CORP
SOLEShares151.66K
TypeSH
Market value$25.27M
1.82%
Sole
151.66K
Shared
0.00
None
0.00
HAYWARD HLDGS INC
SOLEShares1.81M
TypeSH
Market value$25.17M
1.81%
Sole
1.78M
Shared
0.00
None
28.95K
ATMOS ENERGY CORP
SOLEShares161.88K
TypeSH
Market value$25.02M
1.80%
Sole
161.88K
Shared
0.00
None
0.00
EAGLE MATLS INC
SOLEShares112.10K
TypeSH
Market value$24.88M
1.79%
Sole
112.10K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares125.39K
TypeSH
Market value$24.72M
1.78%
Sole
123.27K
Shared
0.00
None
2.13K
FOOT LOCKER INC
SOLEShares1.74M
TypeSH
Market value$24.49M
1.76%
Sole
1.72M
Shared
0.00
None
17.01K
HUB GROUP INC
SOLEShares651.73K
TypeSH
Market value$24.22M
1.74%
Sole
641.23K
Shared
0.00
None
10.50K
CIENA CORP
SOLEShares398.97K
TypeSH
Market value$24.11M
1.74%
Sole
398.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHAMPION HOMES INCSOLE | COM | 553.73K | SH | $52.47M 3.78% | 546.83K | 0.00 | 6.91K |
FIRST AMERN FINL CORPSOLE | COM | 755.41K | SH | $49.58M 3.57% | 755.41K | 0.00 | 0.00 |
ACV AUCTIONS INCSOLE | COM | 2.72M | SH | $38.30M 2.76% | 2.69M | 0.00 | 28.70K |
BANK HAWAII CORPSOLE | COM | 508.79K | SH | $35.09M 2.53% | 501.25K | 0.00 | 7.54K |
SUN CMNTYS INCSOLE | COM | 267.09K | SH | $34.36M 2.47% | 267.09K | 0.00 | 0.00 |
NISOURCE INCSOLE | COM | 836.25K | SH | $33.53M 2.41% | 836.25K | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 563.73K | SH | $33.05M 2.38% | 563.73K | 0.00 | 0.00 |
CONCENTRA GROUP HOLDINGS PARSOLE | COM | 1.50M | SH | $32.57M 2.34% | 1.47M | 0.00 | 27.38K |
TELEDYNE TECHNOLOGIES INCSOLE | COM | 62.77K | SH | $31.24M 2.25% | 62.77K | 0.00 | 0.00 |
REGAL REXNORD CORPORATIONSOLE | COM | 271.95K | SH | $30.96M 2.23% | 271.95K | 0.00 | 0.00 |
VONTIER CORPORATIONSOLE | COM | 893.29K | SH | $29.34M 2.11% | 893.29K | 0.00 | 0.00 |
HORACE MANN EDUCATORS CORP NSOLE | COM | 662.72K | SH | $28.32M 2.04% | 646.07K | 0.00 | 16.66K |
BANKUNITED INCSOLE | COM | 806.47K | SH | $27.77M 2.00% | 789.34K | 0.00 | 17.12K |
MATADOR RES COSOLE | COM | 530.95K | SH | $27.13M 1.95% | 523.80K | 0.00 | 7.15K |
GLOBAL PMTS INCSOLE | COM | 267.43K | SH | $26.19M 1.89% | 267.43K | 0.00 | 0.00 |
VICTORIAS SECRET AND COSOLE | COM | 1.41M | SH | $26.14M 1.88% | 1.39M | 0.00 | 14.68K |
TERRENO RLTY CORPSOLE | COM | 410.89K | SH | $25.98M 1.87% | 404.90K | 0.00 | 5.98K |
MASIMO CORPSOLE | COM | 151.66K | SH | $25.27M 1.82% | 151.66K | 0.00 | 0.00 |
HAYWARD HLDGS INCSOLE | COM | 1.81M | SH | $25.17M 1.81% | 1.78M | 0.00 | 28.95K |
ATMOS ENERGY CORPSOLE | COM | 161.88K | SH | $25.02M 1.80% | 161.88K | 0.00 | 0.00 |
EAGLE MATLS INCSOLE | COM | 112.10K | SH | $24.88M 1.79% | 112.10K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 125.39K | SH | $24.72M 1.78% | 123.27K | 0.00 | 2.13K |
FOOT LOCKER INCSOLE | COM | 1.74M | SH | $24.49M 1.76% | 1.72M | 0.00 | 17.01K |
HUB GROUP INCSOLE | COM | 651.73K | SH | $24.22M 1.74% | 641.23K | 0.00 | 10.50K |
CIENA CORPSOLE | COM | 398.97K | SH | $24.11M 1.74% | 398.97K | 0.00 | 0.00 |
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