Filed: 2/10/2026ACC: 0001080298-26-000001
📋 What this filing means
REINHART PARTNERS, LLC. filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $3.34B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$3.34B
Total AUM (reported)
65.09M
Total Shares
Allocation by class
COM$3.34B100.0%
Portfolio Concentration
Top 3$446.97M13.4%
4–10$828.04M24.8%
11–25$1.32B39.4%
Rest$747.64M22.4%
Top 3 weight
13.4%
Top 10 weight
38.2%
Voting Authority Distribution
Total shares with voting rights: 65.09M
Sole
Full voting authority
59.59M
shares
% of voting shares91.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.50M
shares
% of voting shares8.5%
Investment Discretion (by position count)
Sole74
Shared0
Other0
Dominant voting typeSole · 91.5% of voting shares
Institutional Holdings74
Rows:
FIRST CTZNS BANCSHS NC CL A
SOLEShares77.81K
TypeSH
Market value$167.04M
5.00%
Sole
71.48K
Shared
0.00
None
6.33K
SILICON MOTION TECH CP SPONSOR
SOLEShares1.57M
TypeSH
Market value$145.85M
4.37%
Sole
1.55M
Shared
0.00
None
20.71K
YETI HLDGS INC COM
SOLEShares3.04M
TypeSH
Market value$134.08M
4.02%
Sole
2.78M
Shared
0.00
None
257.51K
INTERDIGITAL INC COM
SOLEShares417.64K
TypeSH
Market value$132.97M
3.98%
Sole
382.49K
Shared
0.00
None
35.15K
AXCELIS TECHNOLOGIES I COM
SOLEShares1.59M
TypeSH
Market value$127.73M
3.83%
Sole
1.46M
Shared
0.00
None
132.12K
SKYWARD SPECIALTY INS COM
SOLEShares2.42M
TypeSH
Market value$123.52M
3.70%
Sole
2.22M
Shared
0.00
None
199.18K
FORMFACTOR INC COM
SOLEShares2.15M
TypeSH
Market value$120.06M
3.60%
Sole
1.97M
Shared
0.00
None
178.24K
ASSURED GUARANTY LTD COM
SOLEShares1.26M
TypeSH
Market value$113.48M
3.40%
Sole
1.15M
Shared
0.00
None
109.59K
INSPERITY INC COM
SOLEShares2.75M
TypeSH
Market value$106.29M
3.18%
Sole
2.51M
Shared
0.00
None
237.41K
LANTHEUS HLDGS INC COM
SOLEShares1.56M
TypeSH
Market value$103.99M
3.11%
Sole
1.43M
Shared
0.00
None
132.34K
EURONET WORLDWIDE INC COM
SOLEShares1.35M
TypeSH
Market value$102.62M
3.07%
Sole
1.23M
Shared
0.00
None
119.31K
HILLMAN SOLUTIONS CORP COM
SOLEShares11.39M
TypeSH
Market value$98.62M
2.95%
Sole
10.38M
Shared
0.00
None
1M
PAYCOM SOFTWARE INC COM
SOLEShares598.32K
TypeSH
Market value$95.35M
2.86%
Sole
548.14K
Shared
0.00
None
50.18K
LANDSTAR SYS INC COM
SOLEShares661.08K
TypeSH
Market value$95.00M
2.85%
Sole
603.74K
Shared
0.00
None
57.34K
FRONTDOOR INC COM
SOLEShares1.63M
TypeSH
Market value$93.99M
2.81%
Sole
1.49M
Shared
0.00
None
139.88K
FIRST AMERN FINL CORP COM
SOLEShares1.51M
TypeSH
Market value$93.05M
2.79%
Sole
1.39M
Shared
0.00
None
125.70K
WHITE MTNS INS GRP LTD COM
SOLEShares43.97K
TypeSH
Market value$91.41M
2.74%
Sole
40.34K
Shared
0.00
None
3.63K
CADRE HLDGS INC COM
SOLEShares2.17M
TypeSH
Market value$88.64M
2.65%
Sole
1.98M
Shared
0.00
None
191.85K
MODINE MFG CO COM
SOLEShares662.19K
TypeSH
Market value$88.41M
2.65%
Sole
608.43K
Shared
0.00
None
53.76K
GRAND CANYON ED INC COM
SOLEShares518.91K
TypeSH
Market value$86.30M
2.58%
Sole
474.30K
Shared
0.00
None
44.62K
U HAUL HOLDING CO
SOLEShares1.82M
TypeSH
Market value$85.19M
2.55%
Sole
1.66M
Shared
0.00
None
164.09K
ADAPTHEALTH CORP COMMON STOCK
SOLEShares8.10M
TypeSH
Market value$80.68M
2.42%
Sole
7.36M
Shared
0.00
None
736.66K
V2X INC COM
SOLEShares1.43M
TypeSH
Market value$77.96M
2.34%
Sole
1.31M
Shared
0.00
None
123.48K
WINTRUST FINL CORP COM
SOLEShares524.57K
TypeSH
Market value$73.35M
2.20%
Sole
481.10K
Shared
0.00
None
43.48K
FIRST HAWAIIAN INC COM
SOLEShares2.59M
TypeSH
Market value$65.57M
1.96%
Sole
2.37M
Shared
0.00
None
222.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIRST CTZNS BANCSHS NC CL ASOLE | COM | 77.81K | SH | $167.04M 5.00% | 71.48K | 0.00 | 6.33K |
SILICON MOTION TECH CP SPONSORSOLE | COM | 1.57M | SH | $145.85M 4.37% | 1.55M | 0.00 | 20.71K |
YETI HLDGS INC COMSOLE | COM | 3.04M | SH | $134.08M 4.02% | 2.78M | 0.00 | 257.51K |
INTERDIGITAL INC COMSOLE | COM | 417.64K | SH | $132.97M 3.98% | 382.49K | 0.00 | 35.15K |
AXCELIS TECHNOLOGIES I COMSOLE | COM | 1.59M | SH | $127.73M 3.83% | 1.46M | 0.00 | 132.12K |
SKYWARD SPECIALTY INS COMSOLE | COM | 2.42M | SH | $123.52M 3.70% | 2.22M | 0.00 | 199.18K |
FORMFACTOR INC COMSOLE | COM | 2.15M | SH | $120.06M 3.60% | 1.97M | 0.00 | 178.24K |
ASSURED GUARANTY LTD COMSOLE | COM | 1.26M | SH | $113.48M 3.40% | 1.15M | 0.00 | 109.59K |
INSPERITY INC COMSOLE | COM | 2.75M | SH | $106.29M 3.18% | 2.51M | 0.00 | 237.41K |
LANTHEUS HLDGS INC COMSOLE | COM | 1.56M | SH | $103.99M 3.11% | 1.43M | 0.00 | 132.34K |
EURONET WORLDWIDE INC COMSOLE | COM | 1.35M | SH | $102.62M 3.07% | 1.23M | 0.00 | 119.31K |
HILLMAN SOLUTIONS CORP COMSOLE | COM | 11.39M | SH | $98.62M 2.95% | 10.38M | 0.00 | 1M |
PAYCOM SOFTWARE INC COMSOLE | COM | 598.32K | SH | $95.35M 2.86% | 548.14K | 0.00 | 50.18K |
LANDSTAR SYS INC COMSOLE | COM | 661.08K | SH | $95.00M 2.85% | 603.74K | 0.00 | 57.34K |
FRONTDOOR INC COMSOLE | COM | 1.63M | SH | $93.99M 2.81% | 1.49M | 0.00 | 139.88K |
FIRST AMERN FINL CORP COMSOLE | COM | 1.51M | SH | $93.05M 2.79% | 1.39M | 0.00 | 125.70K |
WHITE MTNS INS GRP LTD COMSOLE | COM | 43.97K | SH | $91.41M 2.74% | 40.34K | 0.00 | 3.63K |
CADRE HLDGS INC COMSOLE | COM | 2.17M | SH | $88.64M 2.65% | 1.98M | 0.00 | 191.85K |
MODINE MFG CO COMSOLE | COM | 662.19K | SH | $88.41M 2.65% | 608.43K | 0.00 | 53.76K |
GRAND CANYON ED INC COMSOLE | COM | 518.91K | SH | $86.30M 2.58% | 474.30K | 0.00 | 44.62K |
U HAUL HOLDING COSOLE | COM | 1.82M | SH | $85.19M 2.55% | 1.66M | 0.00 | 164.09K |
ADAPTHEALTH CORP COMMON STOCKSOLE | COM | 8.10M | SH | $80.68M 2.42% | 7.36M | 0.00 | 736.66K |
V2X INC COMSOLE | COM | 1.43M | SH | $77.96M 2.34% | 1.31M | 0.00 | 123.48K |
WINTRUST FINL CORP COMSOLE | COM | 524.57K | SH | $73.35M 2.20% | 481.10K | 0.00 | 43.48K |
FIRST HAWAIIAN INC COMSOLE | COM | 2.59M | SH | $65.57M 1.96% | 2.37M | 0.00 | 222.68K |
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