Filed: 8/13/2026ACC: 0001140361-26-032805
📋 What this filing means
CRAMER ROSENTHAL MCGLYNN LLC filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $1.98B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$1.98B
Total AUM (reported)
47.96M
Total Shares
Allocation by class
COM$1.98B100.0%
Portfolio Concentration
Top 3$231.74M11.7%
4–10$386.97M19.6%
11–25$554.58M28.1%
Rest$803.22M40.6%
Top 3 weight
11.7%
Top 10 weight
31.3%
Voting Authority Distribution
Total shares with voting rights: 47.96M
Sole
Full voting authority
44.35M
shares
% of voting shares92.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.62M
shares
% of voting shares7.5%
Investment Discretion (by position count)
Sole96
Shared0
Other0
Dominant voting typeSole · 92.5% of voting shares
Institutional Holdings96
Rows:
CHAMPION HOMES INC
SOLEShares950.18K
TypeSH
Market value$83.73M
4.24%
Sole
905.74K
Shared
0.00
None
44.43K
BANKUNITED INC
SOLEShares1.57M
TypeSH
Market value$76.13M
3.85%
Sole
1.50M
Shared
0.00
None
73.29K
REGAL REXNORD CORPORATION
SOLEShares301.76K
TypeSH
Market value$71.88M
3.64%
Sole
301.76K
Shared
0.00
None
0.00
WILLSCOT HLDGS CORP
SOLEShares2.38M
TypeSH
Market value$68.56M
3.47%
Sole
2.26M
Shared
0.00
None
113.48K
MKS INC.
SOLEShares131.19K
TypeSH
Market value$58.36M
2.95%
Sole
131.19K
Shared
0.00
None
0.00
TETRA TECHNOLOGIES INC DEL
SOLEShares5.07M
TypeSH
Market value$57.45M
2.91%
Sole
4.76M
Shared
0.00
None
307.52K
BIO-TECHNE CORP
SOLEShares774.72K
TypeSH
Market value$54.73M
2.77%
Sole
752.58K
Shared
0.00
None
22.14K
SEMTECH CORP
SOLEShares328.14K
TypeSH
Market value$53.11M
2.69%
Sole
328.14K
Shared
0.00
None
0.00
KNOWLES CORP
SOLEShares1.15M
TypeSH
Market value$47.80M
2.42%
Sole
1.08M
Shared
0.00
None
74.94K
MADDEN STEVEN LTD
SOLEShares1.12M
TypeSH
Market value$46.96M
2.38%
Sole
1.05M
Shared
0.00
None
68.27K
EVERGY INC
SOLEShares522.18K
TypeSH
Market value$45.13M
2.28%
Sole
522.18K
Shared
0.00
None
0.00
GATES INDL CORP LTD
SOLEShares1.60M
TypeSH
Market value$44.67M
2.26%
Sole
1.51M
Shared
0.00
None
90.89K
ACV AUCTIONS INC
SOLEShares6.01M
TypeSH
Market value$43.22M
2.19%
Sole
5.71M
Shared
0.00
None
299.58K
TELEDYNE TECHNOLOGIES INC
SOLEShares61.03K
TypeSH
Market value$40.70M
2.06%
Sole
61.03K
Shared
0.00
None
0.00
FIRST INTST BANCSYSTEM INC
SOLEShares1.03M
TypeSH
Market value$39.87M
2.02%
Sole
985.55K
Shared
0.00
None
48.49K
HUB GROUP INC
SOLEShares859.88K
TypeSH
Market value$37.65M
1.91%
Sole
816.38K
Shared
0.00
None
43.50K
VAIL RESORTS INC
SOLEShares271.84K
TypeSH
Market value$37.01M
1.87%
Sole
271.84K
Shared
0.00
None
0.00
SOLSTICE ADVANCED MATLS INC
SOLEShares411.70K
TypeSH
Market value$36.48M
1.85%
Sole
411.70K
Shared
0.00
None
0.00
VEECO INSTRS INC DEL
SOLEShares457.95K
TypeSH
Market value$34.71M
1.76%
Sole
440.36K
Shared
0.00
None
17.59K
TIMKEN CO
SOLEShares234.75K
TypeSH
Market value$34.11M
1.73%
Sole
234.75K
Shared
0.00
None
0.00
ADVANCE AUTO PARTS INC
SOLEShares534.59K
TypeSH
Market value$33.26M
1.68%
Sole
495.95K
Shared
0.00
None
38.65K
SAIA INC
SOLEShares78.78K
TypeSH
Market value$33.18M
1.68%
Sole
78.78K
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares444.36K
TypeSH
Market value$31.86M
1.61%
Sole
444.36K
Shared
0.00
None
0.00
FIRST AMERN FINL CORP
SOLEShares463.96K
TypeSH
Market value$31.82M
1.61%
Sole
463.96K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares356.54K
TypeSH
Market value$30.89M
1.56%
Sole
356.54K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHAMPION HOMES INCSOLE | COM | 950.18K | SH | $83.73M 4.24% | 905.74K | 0.00 | 44.43K |
BANKUNITED INCSOLE | COM | 1.57M | SH | $76.13M 3.85% | 1.50M | 0.00 | 73.29K |
REGAL REXNORD CORPORATIONSOLE | COM | 301.76K | SH | $71.88M 3.64% | 301.76K | 0.00 | 0.00 |
WILLSCOT HLDGS CORPSOLE | COM | 2.38M | SH | $68.56M 3.47% | 2.26M | 0.00 | 113.48K |
MKS INC.SOLE | COM | 131.19K | SH | $58.36M 2.95% | 131.19K | 0.00 | 0.00 |
TETRA TECHNOLOGIES INC DELSOLE | COM | 5.07M | SH | $57.45M 2.91% | 4.76M | 0.00 | 307.52K |
BIO-TECHNE CORPSOLE | COM | 774.72K | SH | $54.73M 2.77% | 752.58K | 0.00 | 22.14K |
SEMTECH CORPSOLE | COM | 328.14K | SH | $53.11M 2.69% | 328.14K | 0.00 | 0.00 |
KNOWLES CORPSOLE | COM | 1.15M | SH | $47.80M 2.42% | 1.08M | 0.00 | 74.94K |
MADDEN STEVEN LTDSOLE | COM | 1.12M | SH | $46.96M 2.38% | 1.05M | 0.00 | 68.27K |
EVERGY INCSOLE | COM | 522.18K | SH | $45.13M 2.28% | 522.18K | 0.00 | 0.00 |
GATES INDL CORP LTDSOLE | COM | 1.60M | SH | $44.67M 2.26% | 1.51M | 0.00 | 90.89K |
ACV AUCTIONS INCSOLE | COM | 6.01M | SH | $43.22M 2.19% | 5.71M | 0.00 | 299.58K |
TELEDYNE TECHNOLOGIES INCSOLE | COM | 61.03K | SH | $40.70M 2.06% | 61.03K | 0.00 | 0.00 |
FIRST INTST BANCSYSTEM INCSOLE | COM | 1.03M | SH | $39.87M 2.02% | 985.55K | 0.00 | 48.49K |
HUB GROUP INCSOLE | COM | 859.88K | SH | $37.65M 1.91% | 816.38K | 0.00 | 43.50K |
VAIL RESORTS INCSOLE | COM | 271.84K | SH | $37.01M 1.87% | 271.84K | 0.00 | 0.00 |
SOLSTICE ADVANCED MATLS INCSOLE | COM | 411.70K | SH | $36.48M 1.85% | 411.70K | 0.00 | 0.00 |
VEECO INSTRS INC DELSOLE | COM | 457.95K | SH | $34.71M 1.76% | 440.36K | 0.00 | 17.59K |
TIMKEN COSOLE | COM | 234.75K | SH | $34.11M 1.73% | 234.75K | 0.00 | 0.00 |
ADVANCE AUTO PARTS INCSOLE | COM | 534.59K | SH | $33.26M 1.68% | 495.95K | 0.00 | 38.65K |
SAIA INCSOLE | COM | 78.78K | SH | $33.18M 1.68% | 78.78K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 444.36K | SH | $31.86M 1.61% | 444.36K | 0.00 | 0.00 |
FIRST AMERN FINL CORPSOLE | COM | 463.96K | SH | $31.82M 1.61% | 463.96K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 356.54K | SH | $30.89M 1.56% | 356.54K | 0.00 | 0.00 |
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