Filed: 11/12/2025ACC: 0001140361-25-041649
📋 What this filing means
CRAMER ROSENTHAL MCGLYNN LLC filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $1.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$1.61B
Total AUM (reported)
41.16M
Total Shares
Allocation by class
COM$1.61B100.0%
Portfolio Concentration
Top 3$173.44M10.8%
4–10$290.30M18.1%
11–25$433.72M27.0%
Rest$708.42M44.1%
Top 3 weight
10.8%
Top 10 weight
28.9%
Voting Authority Distribution
Total shares with voting rights: 41.16M
Sole
Full voting authority
38.22M
shares
% of voting shares92.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.95M
shares
% of voting shares7.2%
Investment Discretion (by position count)
Sole93
Shared0
Other0
Dominant voting typeSole · 92.8% of voting shares
Institutional Holdings93
Rows:
VICTORIAS SECRET AND CO
SOLEShares2.36M
TypeSH
Market value$64.15M
4.00%
Sole
2.27M
Shared
0.00
None
94.44K
BANKUNITED INC
SOLEShares1.54M
TypeSH
Market value$58.59M
3.65%
Sole
1.46M
Shared
0.00
None
73.29K
CHAMPION HOMES INC
SOLEShares663.87K
TypeSH
Market value$50.70M
3.16%
Sole
630.51K
Shared
0.00
None
33.36K
FIRST AMERN FINL CORP
SOLEShares759.62K
TypeSH
Market value$48.80M
3.04%
Sole
759.62K
Shared
0.00
None
0.00
REGAL REXNORD CORPORATION
SOLEShares307.26K
TypeSH
Market value$44.07M
2.74%
Sole
307.26K
Shared
0.00
None
0.00
CONCENTRA GROUP HOLDINGS PAR
SOLEShares2.09M
TypeSH
Market value$43.77M
2.73%
Sole
1.96M
Shared
0.00
None
131.39K
SPDR S&P 500 ETF TR
SOLEShares61.80K
TypeSH
Market value$41.17M
2.56%
Sole
61.80K
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares3.60M
TypeSH
Market value$39.26M
2.44%
Sole
3.42M
Shared
0.00
None
175.38K
EVERCORE INC
SOLEShares110.58K
TypeSH
Market value$37.30M
2.32%
Sole
110.58K
Shared
0.00
None
0.00
VONTIER CORPORATION
SOLEShares855.91K
TypeSH
Market value$35.92M
2.24%
Sole
855.91K
Shared
0.00
None
0.00
SUN CMNTYS INC
SOLEShares263.94K
TypeSH
Market value$34.05M
2.12%
Sole
263.94K
Shared
0.00
None
0.00
KNOWLES CORP
SOLEShares1.42M
TypeSH
Market value$33.14M
2.06%
Sole
1.29M
Shared
0.00
None
128.47K
RANGE RES CORP
SOLEShares843.29K
TypeSH
Market value$31.74M
1.98%
Sole
798.43K
Shared
0.00
None
44.85K
BIO-TECHNE CORP
SOLEShares559.19K
TypeSH
Market value$31.11M
1.94%
Sole
559.19K
Shared
0.00
None
0.00
HUB GROUP INC
SOLEShares860.68K
TypeSH
Market value$29.64M
1.85%
Sole
809.42K
Shared
0.00
None
51.26K
TELEDYNE TECHNOLOGIES INC
SOLEShares50.56K
TypeSH
Market value$29.63M
1.85%
Sole
50.56K
Shared
0.00
None
0.00
FIRST INTST BANCSYSTEM INC
SOLEShares921.90K
TypeSH
Market value$29.38M
1.83%
Sole
873.40K
Shared
0.00
None
48.49K
ACV AUCTIONS INC
SOLEShares2.93M
TypeSH
Market value$29.08M
1.81%
Sole
2.81M
Shared
0.00
None
122.85K
EVERGY INC
SOLEShares373.03K
TypeSH
Market value$28.36M
1.77%
Sole
373.03K
Shared
0.00
None
0.00
WILLSCOT HLDGS CORP
SOLEShares1.30M
TypeSH
Market value$27.34M
1.70%
Sole
1.30M
Shared
0.00
None
0.00
TERRENO RLTY CORP
SOLEShares472.07K
TypeSH
Market value$26.79M
1.67%
Sole
438.23K
Shared
0.00
None
33.84K
CIENA CORP
SOLEShares180.73K
TypeSH
Market value$26.33M
1.64%
Sole
180.73K
Shared
0.00
None
0.00
HAYWARD HLDGS INC
SOLEShares1.73M
TypeSH
Market value$26.10M
1.63%
Sole
1.60M
Shared
0.00
None
123.85K
ATMOS ENERGY CORP
SOLEShares151.37K
TypeSH
Market value$25.85M
1.61%
Sole
151.37K
Shared
0.00
None
0.00
LENDINGCLUB CORP
SOLEShares1.66M
TypeSH
Market value$25.18M
1.57%
Sole
1.53M
Shared
0.00
None
125.53K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VICTORIAS SECRET AND COSOLE | COM | 2.36M | SH | $64.15M 4.00% | 2.27M | 0.00 | 94.44K |
BANKUNITED INCSOLE | COM | 1.54M | SH | $58.59M 3.65% | 1.46M | 0.00 | 73.29K |
CHAMPION HOMES INCSOLE | COM | 663.87K | SH | $50.70M 3.16% | 630.51K | 0.00 | 33.36K |
FIRST AMERN FINL CORPSOLE | COM | 759.62K | SH | $48.80M 3.04% | 759.62K | 0.00 | 0.00 |
REGAL REXNORD CORPORATIONSOLE | COM | 307.26K | SH | $44.07M 2.74% | 307.26K | 0.00 | 0.00 |
CONCENTRA GROUP HOLDINGS PARSOLE | COM | 2.09M | SH | $43.77M 2.73% | 1.96M | 0.00 | 131.39K |
SPDR S&P 500 ETF TRSOLE | COM | 61.80K | SH | $41.17M 2.56% | 61.80K | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COM | 3.60M | SH | $39.26M 2.44% | 3.42M | 0.00 | 175.38K |
EVERCORE INCSOLE | COM | 110.58K | SH | $37.30M 2.32% | 110.58K | 0.00 | 0.00 |
VONTIER CORPORATIONSOLE | COM | 855.91K | SH | $35.92M 2.24% | 855.91K | 0.00 | 0.00 |
SUN CMNTYS INCSOLE | COM | 263.94K | SH | $34.05M 2.12% | 263.94K | 0.00 | 0.00 |
KNOWLES CORPSOLE | COM | 1.42M | SH | $33.14M 2.06% | 1.29M | 0.00 | 128.47K |
RANGE RES CORPSOLE | COM | 843.29K | SH | $31.74M 1.98% | 798.43K | 0.00 | 44.85K |
BIO-TECHNE CORPSOLE | COM | 559.19K | SH | $31.11M 1.94% | 559.19K | 0.00 | 0.00 |
HUB GROUP INCSOLE | COM | 860.68K | SH | $29.64M 1.85% | 809.42K | 0.00 | 51.26K |
TELEDYNE TECHNOLOGIES INCSOLE | COM | 50.56K | SH | $29.63M 1.85% | 50.56K | 0.00 | 0.00 |
FIRST INTST BANCSYSTEM INCSOLE | COM | 921.90K | SH | $29.38M 1.83% | 873.40K | 0.00 | 48.49K |
ACV AUCTIONS INCSOLE | COM | 2.93M | SH | $29.08M 1.81% | 2.81M | 0.00 | 122.85K |
EVERGY INCSOLE | COM | 373.03K | SH | $28.36M 1.77% | 373.03K | 0.00 | 0.00 |
WILLSCOT HLDGS CORPSOLE | COM | 1.30M | SH | $27.34M 1.70% | 1.30M | 0.00 | 0.00 |
TERRENO RLTY CORPSOLE | COM | 472.07K | SH | $26.79M 1.67% | 438.23K | 0.00 | 33.84K |
CIENA CORPSOLE | COM | 180.73K | SH | $26.33M 1.64% | 180.73K | 0.00 | 0.00 |
HAYWARD HLDGS INCSOLE | COM | 1.73M | SH | $26.10M 1.63% | 1.60M | 0.00 | 123.85K |
ATMOS ENERGY CORPSOLE | COM | 151.37K | SH | $25.85M 1.61% | 151.37K | 0.00 | 0.00 |
LENDINGCLUB CORPSOLE | COM | 1.66M | SH | $25.18M 1.57% | 1.53M | 0.00 | 125.53K |
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