Filed: 8/11/2025ACC: 0001140361-25-030114
📋 What this filing means
CRAMER ROSENTHAL MCGLYNN LLC filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $1.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$1.45B
Total AUM (reported)
37.77M
Total Shares
Allocation by class
COM$1.45B99.9%
ETF$759.8K0.1%
Portfolio Concentration
Top 3$136.66M9.4%
4–10$258.54M17.8%
11–25$420.38M28.9%
Rest$638.52M43.9%
Top 3 weight
9.4%
Top 10 weight
27.2%
Voting Authority Distribution
Total shares with voting rights: 37.77M
Sole
Full voting authority
34.73M
shares
% of voting shares91.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.04M
shares
% of voting shares8.1%
Investment Discretion (by position count)
Sole84
Shared0
Other0
Dominant voting typeSole · 91.9% of voting shares
Institutional Holdings84
Rows:
FIRST AMERN FINL CORP
SOLEShares753.40K
TypeSH
Market value$46.25M
3.18%
Sole
753.40K
Shared
0.00
None
0.00
ACV AUCTIONS INC
SOLEShares2.79M
TypeSH
Market value$45.22M
3.11%
Sole
2.66M
Shared
0.00
None
122.85K
BANKUNITED INC
SOLEShares1.27M
TypeSH
Market value$45.19M
3.11%
Sole
1.20M
Shared
0.00
None
73.29K
REGAL REXNORD CORPORATION
SOLEShares279.49K
TypeSH
Market value$40.52M
2.79%
Sole
279.49K
Shared
0.00
None
0.00
CHAMPION HOMES INC
SOLEShares617.32K
TypeSH
Market value$38.65M
2.66%
Sole
583.96K
Shared
0.00
None
33.36K
CIENA CORP
SOLEShares465.49K
TypeSH
Market value$37.86M
2.60%
Sole
465.49K
Shared
0.00
None
0.00
CONCENTRA GROUP HOLDINGS PAR
SOLEShares1.82M
TypeSH
Market value$37.52M
2.58%
Sole
1.71M
Shared
0.00
None
117.08K
EVERCORE INC
SOLEShares132.85K
TypeSH
Market value$35.87M
2.47%
Sole
132.85K
Shared
0.00
None
0.00
SUN CMNTYS INC
SOLEShares269.57K
TypeSH
Market value$34.10M
2.34%
Sole
269.57K
Shared
0.00
None
0.00
RANGE RES CORP
SOLEShares836.89K
TypeSH
Market value$34.04M
2.34%
Sole
792.04K
Shared
0.00
None
44.85K
VONTIER CORPORATION
SOLEShares905.22K
TypeSH
Market value$33.40M
2.30%
Sole
905.22K
Shared
0.00
None
0.00
VICTORIAS SECRET AND CO
SOLEShares1.79M
TypeSH
Market value$33.17M
2.28%
Sole
1.71M
Shared
0.00
None
84.55K
BANK HAWAII CORP
SOLEShares487.47K
TypeSH
Market value$32.92M
2.26%
Sole
455.23K
Shared
0.00
None
32.24K
ITRON INC
SOLEShares223.51K
TypeSH
Market value$29.42M
2.02%
Sole
207.61K
Shared
0.00
None
15.90K
NISOURCE INC
SOLEShares724.28K
TypeSH
Market value$29.22M
2.01%
Sole
724.28K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares137.17K
TypeSH
Market value$29.18M
2.01%
Sole
137.17K
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares2.82M
TypeSH
Market value$28.59M
1.97%
Sole
2.82M
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES INC
SOLEShares54.16K
TypeSH
Market value$27.75M
1.91%
Sole
54.16K
Shared
0.00
None
0.00
BURLINGTON STORES INC
SOLEShares115.45K
TypeSH
Market value$26.86M
1.85%
Sole
115.45K
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares521.99K
TypeSH
Market value$26.86M
1.85%
Sole
521.99K
Shared
0.00
None
0.00
HUB GROUP INC
SOLEShares749.53K
TypeSH
Market value$25.06M
1.72%
Sole
698.27K
Shared
0.00
None
51.26K
SENSIENT TECHNOLOGIES CORP
SOLEShares253.24K
TypeSH
Market value$24.95M
1.72%
Sole
238.26K
Shared
0.00
None
14.98K
CLEAN HARBORS INC
SOLEShares107.70K
TypeSH
Market value$24.90M
1.71%
Sole
101.19K
Shared
0.00
None
6.51K
MATADOR RES CO
SOLEShares509.13K
TypeSH
Market value$24.30M
1.67%
Sole
478.54K
Shared
0.00
None
30.59K
ATMOS ENERGY CORP
SOLEShares154.59K
TypeSH
Market value$23.82M
1.64%
Sole
154.59K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIRST AMERN FINL CORPSOLE | COM | 753.40K | SH | $46.25M 3.18% | 753.40K | 0.00 | 0.00 |
ACV AUCTIONS INCSOLE | COM | 2.79M | SH | $45.22M 3.11% | 2.66M | 0.00 | 122.85K |
BANKUNITED INCSOLE | COM | 1.27M | SH | $45.19M 3.11% | 1.20M | 0.00 | 73.29K |
REGAL REXNORD CORPORATIONSOLE | COM | 279.49K | SH | $40.52M 2.79% | 279.49K | 0.00 | 0.00 |
CHAMPION HOMES INCSOLE | COM | 617.32K | SH | $38.65M 2.66% | 583.96K | 0.00 | 33.36K |
CIENA CORPSOLE | COM | 465.49K | SH | $37.86M 2.60% | 465.49K | 0.00 | 0.00 |
CONCENTRA GROUP HOLDINGS PARSOLE | COM | 1.82M | SH | $37.52M 2.58% | 1.71M | 0.00 | 117.08K |
EVERCORE INCSOLE | COM | 132.85K | SH | $35.87M 2.47% | 132.85K | 0.00 | 0.00 |
SUN CMNTYS INCSOLE | COM | 269.57K | SH | $34.10M 2.34% | 269.57K | 0.00 | 0.00 |
RANGE RES CORPSOLE | COM | 836.89K | SH | $34.04M 2.34% | 792.04K | 0.00 | 44.85K |
VONTIER CORPORATIONSOLE | COM | 905.22K | SH | $33.40M 2.30% | 905.22K | 0.00 | 0.00 |
VICTORIAS SECRET AND COSOLE | COM | 1.79M | SH | $33.17M 2.28% | 1.71M | 0.00 | 84.55K |
BANK HAWAII CORPSOLE | COM | 487.47K | SH | $32.92M 2.26% | 455.23K | 0.00 | 32.24K |
ITRON INCSOLE | COM | 223.51K | SH | $29.42M 2.02% | 207.61K | 0.00 | 15.90K |
NISOURCE INCSOLE | COM | 724.28K | SH | $29.22M 2.01% | 724.28K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 137.17K | SH | $29.18M 2.01% | 137.17K | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COM | 2.82M | SH | $28.59M 1.97% | 2.82M | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INCSOLE | COM | 54.16K | SH | $27.75M 1.91% | 54.16K | 0.00 | 0.00 |
BURLINGTON STORES INCSOLE | COM | 115.45K | SH | $26.86M 1.85% | 115.45K | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 521.99K | SH | $26.86M 1.85% | 521.99K | 0.00 | 0.00 |
HUB GROUP INCSOLE | COM | 749.53K | SH | $25.06M 1.72% | 698.27K | 0.00 | 51.26K |
SENSIENT TECHNOLOGIES CORPSOLE | COM | 253.24K | SH | $24.95M 1.72% | 238.26K | 0.00 | 14.98K |
CLEAN HARBORS INCSOLE | COM | 107.70K | SH | $24.90M 1.71% | 101.19K | 0.00 | 6.51K |
MATADOR RES COSOLE | COM | 509.13K | SH | $24.30M 1.67% | 478.54K | 0.00 | 30.59K |
ATMOS ENERGY CORPSOLE | COM | 154.59K | SH | $23.82M 1.64% | 154.59K | 0.00 | 0.00 |
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