Filed: 2/13/2026ACC: 0001140361-26-005371
📋 What this filing means
CRAMER ROSENTHAL MCGLYNN LLC filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $1.55B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$1.55B
Total AUM (reported)
41.30M
Total Shares
Allocation by class
COM$1.54B99.1%
ETF$13.73M0.9%
Portfolio Concentration
Top 3$179.43M11.6%
4–10$265.52M17.1%
11–25$458.02M29.5%
Rest$648.54M41.8%
Top 3 weight
11.6%
Top 10 weight
28.7%
Voting Authority Distribution
Total shares with voting rights: 41.30M
Sole
Full voting authority
38.16M
shares
% of voting shares92.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.14M
shares
% of voting shares7.6%
Investment Discretion (by position count)
Sole88
Shared0
Other0
Dominant voting typeSole · 92.4% of voting shares
Institutional Holdings88
Rows:
CHAMPION HOMES INC
SOLEShares835.98K
TypeSH
Market value$70.64M
4.55%
Sole
797.65K
Shared
0.00
None
38.33K
BANKUNITED INC
SOLEShares1.53M
TypeSH
Market value$68.23M
4.40%
Sole
1.46M
Shared
0.00
None
73.29K
REGAL REXNORD CORPORATION
SOLEShares289.04K
TypeSH
Market value$40.56M
2.61%
Sole
289.04K
Shared
0.00
None
0.00
HUB GROUP INC
SOLEShares940.94K
TypeSH
Market value$40.09M
2.58%
Sole
889.68K
Shared
0.00
None
51.26K
CONCENTRA GROUP HOLDINGS PAR
SOLEShares1.98M
TypeSH
Market value$38.92M
2.51%
Sole
1.85M
Shared
0.00
None
131.39K
BIO-TECHNE CORP
SOLEShares654.47K
TypeSH
Market value$38.49M
2.48%
Sole
620.95K
Shared
0.00
None
33.52K
TOWER SEMICONDUCTOR LTD
SOLEShares322.61K
TypeSH
Market value$37.88M
2.44%
Sole
322.61K
Shared
0.00
None
0.00
MKS INC.
SOLEShares230.69K
TypeSH
Market value$36.86M
2.38%
Sole
230.69K
Shared
0.00
None
0.00
RANGE RES CORP
SOLEShares1.04M
TypeSH
Market value$36.82M
2.37%
Sole
987.92K
Shared
0.00
None
56.20K
FIRST INTST BANCSYSTEM INC
SOLEShares1.05M
TypeSH
Market value$36.46M
2.35%
Sole
1.01M
Shared
0.00
None
48.49K
EVERGY INC
SOLEShares474.99K
TypeSH
Market value$34.43M
2.22%
Sole
474.99K
Shared
0.00
None
0.00
ACV AUCTIONS INC
SOLEShares4.26M
TypeSH
Market value$34.14M
2.20%
Sole
4.04M
Shared
0.00
None
213.56K
WILLSCOT HLDGS CORP
SOLEShares1.81M
TypeSH
Market value$34.14M
2.20%
Sole
1.74M
Shared
0.00
None
69.34K
ZOOMINFO TECHNOLOGIES INC
SOLEShares3.32M
TypeSH
Market value$33.74M
2.17%
Sole
3.11M
Shared
0.00
None
204.87K
MADDEN STEVEN LTD
SOLEShares809.04K
TypeSH
Market value$33.69M
2.17%
Sole
756.79K
Shared
0.00
None
52.25K
SUN CMNTYS INC
SOLEShares254.32K
TypeSH
Market value$31.51M
2.03%
Sole
254.32K
Shared
0.00
None
0.00
VONTIER CORPORATION
SOLEShares837.97K
TypeSH
Market value$31.16M
2.01%
Sole
837.97K
Shared
0.00
None
0.00
LENDINGCLUB CORP
SOLEShares1.63M
TypeSH
Market value$30.95M
1.99%
Sole
1.51M
Shared
0.00
None
125.53K
KNOWLES CORP
SOLEShares1.37M
TypeSH
Market value$29.31M
1.89%
Sole
1.24M
Shared
0.00
None
128.47K
BURLINGTON STORES INC
SOLEShares98.12K
TypeSH
Market value$28.34M
1.83%
Sole
98.12K
Shared
0.00
None
0.00
EVERCORE INC
SOLEShares82.90K
TypeSH
Market value$28.21M
1.82%
Sole
82.90K
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES INC
SOLEShares54.38K
TypeSH
Market value$27.77M
1.79%
Sole
54.38K
Shared
0.00
None
0.00
HAYWARD HLDGS INC
SOLEShares1.77M
TypeSH
Market value$27.31M
1.76%
Sole
1.64M
Shared
0.00
None
123.85K
TERRENO RLTY CORP
SOLEShares454.90K
TypeSH
Market value$26.71M
1.72%
Sole
421.06K
Shared
0.00
None
33.84K
FIRST AMERN FINL CORP
SOLEShares433.18K
TypeSH
Market value$26.61M
1.72%
Sole
433.18K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHAMPION HOMES INCSOLE | COM | 835.98K | SH | $70.64M 4.55% | 797.65K | 0.00 | 38.33K |
BANKUNITED INCSOLE | COM | 1.53M | SH | $68.23M 4.40% | 1.46M | 0.00 | 73.29K |
REGAL REXNORD CORPORATIONSOLE | COM | 289.04K | SH | $40.56M 2.61% | 289.04K | 0.00 | 0.00 |
HUB GROUP INCSOLE | COM | 940.94K | SH | $40.09M 2.58% | 889.68K | 0.00 | 51.26K |
CONCENTRA GROUP HOLDINGS PARSOLE | COM | 1.98M | SH | $38.92M 2.51% | 1.85M | 0.00 | 131.39K |
BIO-TECHNE CORPSOLE | COM | 654.47K | SH | $38.49M 2.48% | 620.95K | 0.00 | 33.52K |
TOWER SEMICONDUCTOR LTDSOLE | COM | 322.61K | SH | $37.88M 2.44% | 322.61K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 230.69K | SH | $36.86M 2.38% | 230.69K | 0.00 | 0.00 |
RANGE RES CORPSOLE | COM | 1.04M | SH | $36.82M 2.37% | 987.92K | 0.00 | 56.20K |
FIRST INTST BANCSYSTEM INCSOLE | COM | 1.05M | SH | $36.46M 2.35% | 1.01M | 0.00 | 48.49K |
EVERGY INCSOLE | COM | 474.99K | SH | $34.43M 2.22% | 474.99K | 0.00 | 0.00 |
ACV AUCTIONS INCSOLE | COM | 4.26M | SH | $34.14M 2.20% | 4.04M | 0.00 | 213.56K |
WILLSCOT HLDGS CORPSOLE | COM | 1.81M | SH | $34.14M 2.20% | 1.74M | 0.00 | 69.34K |
ZOOMINFO TECHNOLOGIES INCSOLE | COM | 3.32M | SH | $33.74M 2.17% | 3.11M | 0.00 | 204.87K |
MADDEN STEVEN LTDSOLE | COM | 809.04K | SH | $33.69M 2.17% | 756.79K | 0.00 | 52.25K |
SUN CMNTYS INCSOLE | COM | 254.32K | SH | $31.51M 2.03% | 254.32K | 0.00 | 0.00 |
VONTIER CORPORATIONSOLE | COM | 837.97K | SH | $31.16M 2.01% | 837.97K | 0.00 | 0.00 |
LENDINGCLUB CORPSOLE | COM | 1.63M | SH | $30.95M 1.99% | 1.51M | 0.00 | 125.53K |
KNOWLES CORPSOLE | COM | 1.37M | SH | $29.31M 1.89% | 1.24M | 0.00 | 128.47K |
BURLINGTON STORES INCSOLE | COM | 98.12K | SH | $28.34M 1.83% | 98.12K | 0.00 | 0.00 |
EVERCORE INCSOLE | COM | 82.90K | SH | $28.21M 1.82% | 82.90K | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INCSOLE | COM | 54.38K | SH | $27.77M 1.79% | 54.38K | 0.00 | 0.00 |
HAYWARD HLDGS INCSOLE | COM | 1.77M | SH | $27.31M 1.76% | 1.64M | 0.00 | 123.85K |
TERRENO RLTY CORPSOLE | COM | 454.90K | SH | $26.71M 1.72% | 421.06K | 0.00 | 33.84K |
FIRST AMERN FINL CORPSOLE | COM | 433.18K | SH | $26.61M 1.72% | 433.18K | 0.00 | 0.00 |
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