Filed: 5/15/2026ACC: 0001140361-26-021560
📋 What this filing means
CRAMER ROSENTHAL MCGLYNN LLC filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $1.36B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$1.36B
Total AUM (reported)
37.46M
Total Shares
Allocation by class
COM$1.36B99.9%
ETF$877.0K0.1%
Portfolio Concentration
Top 3$163.40M12.0%
4–10$241.05M17.7%
11–25$373.25M27.4%
Rest$584.64M42.9%
Top 3 weight
12.0%
Top 10 weight
29.7%
Voting Authority Distribution
Total shares with voting rights: 37.46M
Sole
Full voting authority
34.11M
shares
% of voting shares91.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.34M
shares
% of voting shares8.9%
Investment Discretion (by position count)
Sole86
Shared0
Other0
Dominant voting typeSole · 91.1% of voting shares
Institutional Holdings86
Rows:
BANKUNITED INC
SOLEShares1.32M
TypeSH
Market value$59.78M
4.39%
Sole
1.25M
Shared
0.00
None
73.29K
CHAMPION HOMES INC
SOLEShares767.28K
TypeSH
Market value$57.06M
4.19%
Sole
725.98K
Shared
0.00
None
41.30K
REGAL REXNORD CORPORATION
SOLEShares248.65K
TypeSH
Market value$46.56M
3.42%
Sole
248.65K
Shared
0.00
None
0.00
HUB GROUP INC
SOLEShares1.15M
TypeSH
Market value$41.47M
3.04%
Sole
1.09M
Shared
0.00
None
63.94K
EVERGY INC
SOLEShares426.90K
TypeSH
Market value$34.97M
2.57%
Sole
426.90K
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES INC
SOLEShares56.66K
TypeSH
Market value$34.28M
2.52%
Sole
56.66K
Shared
0.00
None
0.00
MKS INC.
SOLEShares148.38K
TypeSH
Market value$34.10M
2.50%
Sole
148.38K
Shared
0.00
None
0.00
SUN CMNTYS INC
SOLEShares268.49K
TypeSH
Market value$33.82M
2.48%
Sole
268.49K
Shared
0.00
None
0.00
SEMTECH CORP
SOLEShares414.54K
TypeSH
Market value$31.87M
2.34%
Sole
414.54K
Shared
0.00
None
0.00
FIRST INTST BANCSYSTEM INC
SOLEShares914.21K
TypeSH
Market value$30.53M
2.24%
Sole
865.72K
Shared
0.00
None
48.49K
WILLSCOT HLDGS CORP
SOLEShares1.71M
TypeSH
Market value$29.64M
2.18%
Sole
1.64M
Shared
0.00
None
69.34K
MADDEN STEVEN LTD
SOLEShares866.29K
TypeSH
Market value$29.38M
2.16%
Sole
798.03K
Shared
0.00
None
68.27K
RANGE RES CORP
SOLEShares648.46K
TypeSH
Market value$29.30M
2.15%
Sole
594.22K
Shared
0.00
None
54.25K
KNOWLES CORP
SOLEShares1.05M
TypeSH
Market value$27.02M
1.98%
Sole
956.01K
Shared
0.00
None
96.25K
VAIL RESORTS INC
SOLEShares202.91K
TypeSH
Market value$26.04M
1.91%
Sole
202.91K
Shared
0.00
None
0.00
TERRENO RLTY CORP
SOLEShares414.02K
TypeSH
Market value$25.43M
1.87%
Sole
386.39K
Shared
0.00
None
27.63K
COOPER COS INC
SOLEShares350.96K
TypeSH
Market value$25.09M
1.84%
Sole
350.96K
Shared
0.00
None
0.00
VICTORIAS SECRET AND CO
SOLEShares532.65K
TypeSH
Market value$24.69M
1.81%
Sole
505.51K
Shared
0.00
None
27.14K
LENDINGCLUB ISSUANCE TR SER
SOLEShares1.66M
TypeSH
Market value$23.72M
1.74%
Sole
1.49M
Shared
0.00
None
164.65K
FIRST AMERN FINL CORP
SOLEShares383.08K
TypeSH
Market value$23.10M
1.70%
Sole
383.08K
Shared
0.00
None
0.00
CONCENTRA GROUP HOLDINGS PAR
SOLEShares1.07M
TypeSH
Market value$22.85M
1.68%
Sole
966.24K
Shared
0.00
None
99.18K
BIO-TECHNE CORP
SOLEShares435.63K
TypeSH
Market value$22.77M
1.67%
Sole
435.63K
Shared
0.00
None
0.00
FULLER H B CO
SOLEShares352.79K
TypeSH
Market value$21.76M
1.60%
Sole
316.87K
Shared
0.00
None
35.92K
TOWER SEMICONDUCTOR LTD
SOLEShares123.35K
TypeSH
Market value$21.65M
1.59%
Sole
123.35K
Shared
0.00
None
0.00
BJS RESTAURANTS INC
SOLEShares593.07K
TypeSH
Market value$20.82M
1.53%
Sole
532.98K
Shared
0.00
None
60.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BANKUNITED INCSOLE | COM | 1.32M | SH | $59.78M 4.39% | 1.25M | 0.00 | 73.29K |
CHAMPION HOMES INCSOLE | COM | 767.28K | SH | $57.06M 4.19% | 725.98K | 0.00 | 41.30K |
REGAL REXNORD CORPORATIONSOLE | COM | 248.65K | SH | $46.56M 3.42% | 248.65K | 0.00 | 0.00 |
HUB GROUP INCSOLE | COM | 1.15M | SH | $41.47M 3.04% | 1.09M | 0.00 | 63.94K |
EVERGY INCSOLE | COM | 426.90K | SH | $34.97M 2.57% | 426.90K | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INCSOLE | COM | 56.66K | SH | $34.28M 2.52% | 56.66K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 148.38K | SH | $34.10M 2.50% | 148.38K | 0.00 | 0.00 |
SUN CMNTYS INCSOLE | COM | 268.49K | SH | $33.82M 2.48% | 268.49K | 0.00 | 0.00 |
SEMTECH CORPSOLE | COM | 414.54K | SH | $31.87M 2.34% | 414.54K | 0.00 | 0.00 |
FIRST INTST BANCSYSTEM INCSOLE | COM | 914.21K | SH | $30.53M 2.24% | 865.72K | 0.00 | 48.49K |
WILLSCOT HLDGS CORPSOLE | COM | 1.71M | SH | $29.64M 2.18% | 1.64M | 0.00 | 69.34K |
MADDEN STEVEN LTDSOLE | COM | 866.29K | SH | $29.38M 2.16% | 798.03K | 0.00 | 68.27K |
RANGE RES CORPSOLE | COM | 648.46K | SH | $29.30M 2.15% | 594.22K | 0.00 | 54.25K |
KNOWLES CORPSOLE | COM | 1.05M | SH | $27.02M 1.98% | 956.01K | 0.00 | 96.25K |
VAIL RESORTS INCSOLE | COM | 202.91K | SH | $26.04M 1.91% | 202.91K | 0.00 | 0.00 |
TERRENO RLTY CORPSOLE | COM | 414.02K | SH | $25.43M 1.87% | 386.39K | 0.00 | 27.63K |
COOPER COS INCSOLE | COM | 350.96K | SH | $25.09M 1.84% | 350.96K | 0.00 | 0.00 |
VICTORIAS SECRET AND COSOLE | COM | 532.65K | SH | $24.69M 1.81% | 505.51K | 0.00 | 27.14K |
LENDINGCLUB ISSUANCE TR SERSOLE | COM | 1.66M | SH | $23.72M 1.74% | 1.49M | 0.00 | 164.65K |
FIRST AMERN FINL CORPSOLE | COM | 383.08K | SH | $23.10M 1.70% | 383.08K | 0.00 | 0.00 |
CONCENTRA GROUP HOLDINGS PARSOLE | COM | 1.07M | SH | $22.85M 1.68% | 966.24K | 0.00 | 99.18K |
BIO-TECHNE CORPSOLE | COM | 435.63K | SH | $22.77M 1.67% | 435.63K | 0.00 | 0.00 |
FULLER H B COSOLE | COM | 352.79K | SH | $21.76M 1.60% | 316.87K | 0.00 | 35.92K |
TOWER SEMICONDUCTOR LTDSOLE | COM | 123.35K | SH | $21.65M 1.59% | 123.35K | 0.00 | 0.00 |
BJS RESTAURANTS INCSOLE | COM | 593.07K | SH | $20.82M 1.53% | 532.98K | 0.00 | 60.08K |
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