Filed: 4/13/2026ACC: 0001080298-26-000007
📋 What this filing means
REINHART PARTNERS, LLC. filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $3.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$3.48B
Total AUM (reported)
71.81M
Total Shares
Allocation by class
COM$3.48B100.0%
Portfolio Concentration
Top 3$449.46M12.9%
4–10$855.52M24.6%
11–25$1.40B40.4%
Rest$769.40M22.1%
Top 3 weight
12.9%
Top 10 weight
37.5%
Voting Authority Distribution
Total shares with voting rights: 71.81M
Sole
Full voting authority
65.51M
shares
% of voting shares91.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.31M
shares
% of voting shares8.8%
Investment Discretion (by position count)
Sole70
Shared0
Other0
Dominant voting typeSole · 91.2% of voting shares
Institutional Holdings70
Rows:
AXCELIS TECHNOLOGIES I COM
SOLEShares1.66M
TypeSH
Market value$154.30M
4.44%
Sole
1.51M
Shared
0.00
None
147.56K
FIRST CTZNS BANCSHS NC CL A
SOLEShares78.30K
TypeSH
Market value$147.60M
4.24%
Sole
71.21K
Shared
0.00
None
7.08K
SILICON MOTION TECH CP SPONSOR
SOLEShares1.31M
TypeSH
Market value$147.56M
4.24%
Sole
1.30M
Shared
0.00
None
17.78K
MODINE MFG CO COM
SOLEShares601.20K
TypeSH
Market value$130.29M
3.75%
Sole
548.61K
Shared
0.00
None
52.59K
INTERDIGITAL INC COM
SOLEShares422.29K
TypeSH
Market value$127.54M
3.67%
Sole
382.05K
Shared
0.00
None
40.24K
PAYCOM SOFTWARE INC COM
SOLEShares1.02M
TypeSH
Market value$123.45M
3.55%
Sole
925.07K
Shared
0.00
None
90.64K
SKYWARD SPECIALTY INS COM
SOLEShares2.78M
TypeSH
Market value$121.47M
3.49%
Sole
2.53M
Shared
0.00
None
252.84K
ADAPTHEALTH CORP COMMON STOCK
SOLEShares10.08M
TypeSH
Market value$119.98M
3.45%
Sole
9.20M
Shared
0.00
None
885.04K
LANTHEUS HLDGS INC COM
SOLEShares1.56M
TypeSH
Market value$118.70M
3.41%
Sole
1.43M
Shared
0.00
None
136.16K
YETI HLDGS INC COM
SOLEShares3.12M
TypeSH
Market value$114.10M
3.28%
Sole
2.84M
Shared
0.00
None
282.97K
FORMFACTOR INC COM
SOLEShares1.16M
TypeSH
Market value$112.48M
3.23%
Sole
1.06M
Shared
0.00
None
101.90K
GRAND CANYON ED INC COM
SOLEShares644.99K
TypeSH
Market value$109.67M
3.15%
Sole
584.92K
Shared
0.00
None
60.07K
LANDSTAR SYS INC COM
SOLEShares682.54K
TypeSH
Market value$109.42M
3.15%
Sole
622.40K
Shared
0.00
None
60.14K
ASSURED GUARANTY LTD COM
SOLEShares1.29M
TypeSH
Market value$104.88M
3.01%
Sole
1.17M
Shared
0.00
None
114.83K
EURONET WORLDWIDE INC COM
SOLEShares1.49M
TypeSH
Market value$98.93M
2.84%
Sole
1.35M
Shared
0.00
None
140.80K
V2X INC COM
SOLEShares1.44M
TypeSH
Market value$98.71M
2.84%
Sole
1.31M
Shared
0.00
None
128.84K
HILLMAN SOLUTIONS CORP COM
SOLEShares11.44M
TypeSH
Market value$95.21M
2.74%
Sole
10.39M
Shared
0.00
None
1.05M
FIRST AMERN FINL CORP COM
SOLEShares1.52M
TypeSH
Market value$91.93M
2.64%
Sole
1.39M
Shared
0.00
None
137.19K
ACI WORLDWIDE INC COM
SOLEShares2.23M
TypeSH
Market value$91.65M
2.63%
Sole
2.04M
Shared
0.00
None
193.25K
ONESPAWORLD HOLDINGS L COM
SOLEShares3.88M
TypeSH
Market value$89.16M
2.56%
Sole
3.54M
Shared
0.00
None
346.55K
FRONTDOOR INC COM
SOLEShares1.62M
TypeSH
Market value$85.61M
2.46%
Sole
1.47M
Shared
0.00
None
148.26K
WHITE MTNS INS GRP LTD COM
SOLEShares37.37K
TypeSH
Market value$82.15M
2.36%
Sole
34.61K
Shared
0.00
None
2.77K
U HAUL HOLDING CO
SOLEShares1.83M
TypeSH
Market value$81.88M
2.35%
Sole
1.67M
Shared
0.00
None
164.57K
INSPERITY INC COM
SOLEShares2.95M
TypeSH
Market value$79.71M
2.29%
Sole
2.64M
Shared
0.00
None
310.45K
WINTRUST FINL CORP COM
SOLEShares524.56K
TypeSH
Market value$72.88M
2.10%
Sole
475.99K
Shared
0.00
None
48.57K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AXCELIS TECHNOLOGIES I COMSOLE | COM | 1.66M | SH | $154.30M 4.44% | 1.51M | 0.00 | 147.56K |
FIRST CTZNS BANCSHS NC CL ASOLE | COM | 78.30K | SH | $147.60M 4.24% | 71.21K | 0.00 | 7.08K |
SILICON MOTION TECH CP SPONSORSOLE | COM | 1.31M | SH | $147.56M 4.24% | 1.30M | 0.00 | 17.78K |
MODINE MFG CO COMSOLE | COM | 601.20K | SH | $130.29M 3.75% | 548.61K | 0.00 | 52.59K |
INTERDIGITAL INC COMSOLE | COM | 422.29K | SH | $127.54M 3.67% | 382.05K | 0.00 | 40.24K |
PAYCOM SOFTWARE INC COMSOLE | COM | 1.02M | SH | $123.45M 3.55% | 925.07K | 0.00 | 90.64K |
SKYWARD SPECIALTY INS COMSOLE | COM | 2.78M | SH | $121.47M 3.49% | 2.53M | 0.00 | 252.84K |
ADAPTHEALTH CORP COMMON STOCKSOLE | COM | 10.08M | SH | $119.98M 3.45% | 9.20M | 0.00 | 885.04K |
LANTHEUS HLDGS INC COMSOLE | COM | 1.56M | SH | $118.70M 3.41% | 1.43M | 0.00 | 136.16K |
YETI HLDGS INC COMSOLE | COM | 3.12M | SH | $114.10M 3.28% | 2.84M | 0.00 | 282.97K |
FORMFACTOR INC COMSOLE | COM | 1.16M | SH | $112.48M 3.23% | 1.06M | 0.00 | 101.90K |
GRAND CANYON ED INC COMSOLE | COM | 644.99K | SH | $109.67M 3.15% | 584.92K | 0.00 | 60.07K |
LANDSTAR SYS INC COMSOLE | COM | 682.54K | SH | $109.42M 3.15% | 622.40K | 0.00 | 60.14K |
ASSURED GUARANTY LTD COMSOLE | COM | 1.29M | SH | $104.88M 3.01% | 1.17M | 0.00 | 114.83K |
EURONET WORLDWIDE INC COMSOLE | COM | 1.49M | SH | $98.93M 2.84% | 1.35M | 0.00 | 140.80K |
V2X INC COMSOLE | COM | 1.44M | SH | $98.71M 2.84% | 1.31M | 0.00 | 128.84K |
HILLMAN SOLUTIONS CORP COMSOLE | COM | 11.44M | SH | $95.21M 2.74% | 10.39M | 0.00 | 1.05M |
FIRST AMERN FINL CORP COMSOLE | COM | 1.52M | SH | $91.93M 2.64% | 1.39M | 0.00 | 137.19K |
ACI WORLDWIDE INC COMSOLE | COM | 2.23M | SH | $91.65M 2.63% | 2.04M | 0.00 | 193.25K |
ONESPAWORLD HOLDINGS L COMSOLE | COM | 3.88M | SH | $89.16M 2.56% | 3.54M | 0.00 | 346.55K |
FRONTDOOR INC COMSOLE | COM | 1.62M | SH | $85.61M 2.46% | 1.47M | 0.00 | 148.26K |
WHITE MTNS INS GRP LTD COMSOLE | COM | 37.37K | SH | $82.15M 2.36% | 34.61K | 0.00 | 2.77K |
U HAUL HOLDING COSOLE | COM | 1.83M | SH | $81.88M 2.35% | 1.67M | 0.00 | 164.57K |
INSPERITY INC COMSOLE | COM | 2.95M | SH | $79.71M 2.29% | 2.64M | 0.00 | 310.45K |
WINTRUST FINL CORP COMSOLE | COM | 524.56K | SH | $72.88M 2.10% | 475.99K | 0.00 | 48.57K |
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