Filed: 10/28/2025ACC: 0001080298-25-000011
📋 What this filing means
REINHART PARTNERS, LLC. filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $3.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$3.08B
Total AUM (reported)
61.37M
Total Shares
Allocation by class
COM$3.08B100.0%
Portfolio Concentration
Top 3$441.90M14.4%
4–10$749.98M24.4%
11–25$1.12B36.3%
Rest$766.30M24.9%
Top 3 weight
14.4%
Top 10 weight
38.8%
Voting Authority Distribution
Total shares with voting rights: 61.37M
Sole
Full voting authority
55.74M
shares
% of voting shares90.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.63M
shares
% of voting shares9.2%
Investment Discretion (by position count)
Sole74
Shared0
Other0
Dominant voting typeSole · 90.8% of voting shares
Institutional Holdings74
Rows:
AXCELIS TECHNOLOGIES I COM
SOLEShares1.61M
TypeSH
Market value$157.23M
5.11%
Sole
1.46M
Shared
0.00
None
150.51K
INTERDIGITAL INC COM
SOLEShares412.35K
TypeSH
Market value$142.36M
4.63%
Sole
372.92K
Shared
0.00
None
39.43K
SILICON MOTION TECH CP SPONSOR
SOLEShares1.50M
TypeSH
Market value$142.30M
4.63%
Sole
1.36M
Shared
0.00
None
137.88K
MODINE MFG CO COM
SOLEShares890.70K
TypeSH
Market value$126.62M
4.12%
Sole
809.53K
Shared
0.00
None
81.17K
FIRST CTZNS BANCSHS NC CL A
SOLEShares70.25K
TypeSH
Market value$125.72M
4.09%
Sole
63.49K
Shared
0.00
None
6.75K
INSPERITY INC COM
SOLEShares2.20M
TypeSH
Market value$108.36M
3.52%
Sole
2M
Shared
0.00
None
206.04K
FIRST AMERN FINL CORP COM
SOLEShares1.60M
TypeSH
Market value$102.66M
3.34%
Sole
1.45M
Shared
0.00
None
148.35K
HILLMAN SOLUTIONS CORP COM
SOLEShares10.47M
TypeSH
Market value$96.13M
3.13%
Sole
9.47M
Shared
0.00
None
999.38K
ASSURED GUARANTY LTD COM
SOLEShares1.13M
TypeSH
Market value$95.69M
3.11%
Sole
1.03M
Shared
0.00
None
103.73K
EURONET WORLDWIDE INC COM
SOLEShares1.08M
TypeSH
Market value$94.82M
3.08%
Sole
979.01K
Shared
0.00
None
100.79K
U HAUL HOLDING CO
SOLEShares1.75M
TypeSH
Market value$88.95M
2.89%
Sole
1.59M
Shared
0.00
None
160.74K
YETI HLDGS INC COM
SOLEShares2.66M
TypeSH
Market value$88.32M
2.87%
Sole
2.42M
Shared
0.00
None
242.67K
FORMFACTOR INC COM
SOLEShares2.40M
TypeSH
Market value$87.59M
2.85%
Sole
2.18M
Shared
0.00
None
221.37K
FRONTDOOR INC COM
SOLEShares1.30M
TypeSH
Market value$87.25M
2.84%
Sole
1.18M
Shared
0.00
None
117.77K
MAXIMUS INC COM
SOLEShares921.58K
TypeSH
Market value$84.21M
2.74%
Sole
834.71K
Shared
0.00
None
86.87K
WINTRUST FINL CORP COM
SOLEShares611.33K
TypeSH
Market value$80.97M
2.63%
Sole
558.42K
Shared
0.00
None
52.90K
SKYWARD SPECIALTY INS COM
SOLEShares1.61M
TypeSH
Market value$76.74M
2.50%
Sole
1.46M
Shared
0.00
None
153.92K
LANDSTAR SYS INC COM
SOLEShares581.29K
TypeSH
Market value$71.25M
2.32%
Sole
527.24K
Shared
0.00
None
54.05K
CADRE HLDGS INC COM
SOLEShares1.92M
TypeSH
Market value$70.21M
2.28%
Sole
1.74M
Shared
0.00
None
179.27K
WHITE MTNS INS GRP LTD COM
SOLEShares41.61K
TypeSH
Market value$69.58M
2.26%
Sole
38.09K
Shared
0.00
None
3.52K
LANTHEUS HLDGS INC COM
SOLEShares1.35M
TypeSH
Market value$69.13M
2.25%
Sole
1.22M
Shared
0.00
None
124.52K
ADAPTHEALTH CORP COMMON STOCK
SOLEShares7.33M
TypeSH
Market value$65.58M
2.13%
Sole
6.63M
Shared
0.00
None
700.90K
MARCUS & MILLICHAP INC COM
SOLEShares2.21M
TypeSH
Market value$64.82M
2.11%
Sole
2M
Shared
0.00
None
208.90K
FIRST HAWAIIAN INC COM
SOLEShares2.36M
TypeSH
Market value$58.61M
1.91%
Sole
2.14M
Shared
0.00
None
221.14K
RYMAN HOSPITALITY PPTY COM
SOLEShares603.54K
TypeSH
Market value$54.07M
1.76%
Sole
546.09K
Shared
0.00
None
57.45K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AXCELIS TECHNOLOGIES I COMSOLE | COM | 1.61M | SH | $157.23M 5.11% | 1.46M | 0.00 | 150.51K |
INTERDIGITAL INC COMSOLE | COM | 412.35K | SH | $142.36M 4.63% | 372.92K | 0.00 | 39.43K |
SILICON MOTION TECH CP SPONSORSOLE | COM | 1.50M | SH | $142.30M 4.63% | 1.36M | 0.00 | 137.88K |
MODINE MFG CO COMSOLE | COM | 890.70K | SH | $126.62M 4.12% | 809.53K | 0.00 | 81.17K |
FIRST CTZNS BANCSHS NC CL ASOLE | COM | 70.25K | SH | $125.72M 4.09% | 63.49K | 0.00 | 6.75K |
INSPERITY INC COMSOLE | COM | 2.20M | SH | $108.36M 3.52% | 2M | 0.00 | 206.04K |
FIRST AMERN FINL CORP COMSOLE | COM | 1.60M | SH | $102.66M 3.34% | 1.45M | 0.00 | 148.35K |
HILLMAN SOLUTIONS CORP COMSOLE | COM | 10.47M | SH | $96.13M 3.13% | 9.47M | 0.00 | 999.38K |
ASSURED GUARANTY LTD COMSOLE | COM | 1.13M | SH | $95.69M 3.11% | 1.03M | 0.00 | 103.73K |
EURONET WORLDWIDE INC COMSOLE | COM | 1.08M | SH | $94.82M 3.08% | 979.01K | 0.00 | 100.79K |
U HAUL HOLDING COSOLE | COM | 1.75M | SH | $88.95M 2.89% | 1.59M | 0.00 | 160.74K |
YETI HLDGS INC COMSOLE | COM | 2.66M | SH | $88.32M 2.87% | 2.42M | 0.00 | 242.67K |
FORMFACTOR INC COMSOLE | COM | 2.40M | SH | $87.59M 2.85% | 2.18M | 0.00 | 221.37K |
FRONTDOOR INC COMSOLE | COM | 1.30M | SH | $87.25M 2.84% | 1.18M | 0.00 | 117.77K |
MAXIMUS INC COMSOLE | COM | 921.58K | SH | $84.21M 2.74% | 834.71K | 0.00 | 86.87K |
WINTRUST FINL CORP COMSOLE | COM | 611.33K | SH | $80.97M 2.63% | 558.42K | 0.00 | 52.90K |
SKYWARD SPECIALTY INS COMSOLE | COM | 1.61M | SH | $76.74M 2.50% | 1.46M | 0.00 | 153.92K |
LANDSTAR SYS INC COMSOLE | COM | 581.29K | SH | $71.25M 2.32% | 527.24K | 0.00 | 54.05K |
CADRE HLDGS INC COMSOLE | COM | 1.92M | SH | $70.21M 2.28% | 1.74M | 0.00 | 179.27K |
WHITE MTNS INS GRP LTD COMSOLE | COM | 41.61K | SH | $69.58M 2.26% | 38.09K | 0.00 | 3.52K |
LANTHEUS HLDGS INC COMSOLE | COM | 1.35M | SH | $69.13M 2.25% | 1.22M | 0.00 | 124.52K |
ADAPTHEALTH CORP COMMON STOCKSOLE | COM | 7.33M | SH | $65.58M 2.13% | 6.63M | 0.00 | 700.90K |
MARCUS & MILLICHAP INC COMSOLE | COM | 2.21M | SH | $64.82M 2.11% | 2M | 0.00 | 208.90K |
FIRST HAWAIIAN INC COMSOLE | COM | 2.36M | SH | $58.61M 1.91% | 2.14M | 0.00 | 221.14K |
RYMAN HOSPITALITY PPTY COMSOLE | COM | 603.54K | SH | $54.07M 1.76% | 546.09K | 0.00 | 57.45K |
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