Filed: 7/8/2026ACC: 0001080298-26-000008
📋 What this filing means
REINHART PARTNERS, LLC. filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $4.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$4.38B
Total AUM (reported)
70.57M
Total Shares
Allocation by class
COM$4.38B100.0%
Portfolio Concentration
Top 3$675.40M15.4%
4–10$1.08B24.6%
11–25$1.64B37.4%
Rest$989.10M22.6%
Top 3 weight
15.4%
Top 10 weight
40.0%
Voting Authority Distribution
Total shares with voting rights: 70.57M
Sole
Full voting authority
64.79M
shares
% of voting shares91.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.78M
shares
% of voting shares8.2%
Investment Discretion (by position count)
Sole72
Shared0
Other0
Dominant voting typeSole · 91.8% of voting shares
Institutional Holdings72
Rows:
SILICON MOTION TECH CP SPONSOR
SOLEShares966.06K
TypeSH
Market value$322.02M
7.35%
Sole
909.41K
Shared
0.00
None
56.65K
LANTHEUS HLDGS INC COM
SOLEShares1.60M
TypeSH
Market value$177.44M
4.05%
Sole
1.47M
Shared
0.00
None
132.25K
AXCELIS TECHNOLOGIES I COM
SOLEShares928.66K
TypeSH
Market value$175.94M
4.02%
Sole
852.17K
Shared
0.00
None
76.49K
FIRST CTZNS BANCSHS NC CL A
SOLEShares84.21K
TypeSH
Market value$175.25M
4.00%
Sole
77.17K
Shared
0.00
None
7.04K
SKYWARD SPECIALTY INS COM
SOLEShares2.89M
TypeSH
Market value$168.89M
3.86%
Sole
2.65M
Shared
0.00
None
249.35K
YETI HLDGS INC COM
SOLEShares3.28M
TypeSH
Market value$162.42M
3.71%
Sole
3M
Shared
0.00
None
277.73K
PAYCOM SOFTWARE INC COM
SOLEShares1.22M
TypeSH
Market value$153.32M
3.50%
Sole
1.12M
Shared
0.00
None
103.03K
MODINE MFG CO COM
SOLEShares555.69K
TypeSH
Market value$148.38M
3.39%
Sole
509.01K
Shared
0.00
None
46.67K
INSPERITY INC COM
SOLEShares3.30M
TypeSH
Market value$136.49M
3.12%
Sole
2.99M
Shared
0.00
None
311.08K
FRONTDOOR INC COM
SOLEShares1.68M
TypeSH
Market value$130.67M
2.98%
Sole
1.54M
Shared
0.00
None
142.90K
INTERDIGITAL INC COM
SOLEShares460.40K
TypeSH
Market value$130.36M
2.98%
Sole
420.99K
Shared
0.00
None
39.41K
GRAND CANYON ED INC COM
SOLEShares882.93K
TypeSH
Market value$126.36M
2.88%
Sole
807.38K
Shared
0.00
None
75.54K
ACI WORLDWIDE INC COM
SOLEShares2.42M
TypeSH
Market value$121.92M
2.78%
Sole
2.22M
Shared
0.00
None
204.18K
EURONET WORLDWIDE INC COM
SOLEShares1.63M
TypeSH
Market value$119.09M
2.72%
Sole
1.48M
Shared
0.00
None
146.54K
LANDSTAR SYS INC COM
SOLEShares569.09K
TypeSH
Market value$117.70M
2.69%
Sole
523.39K
Shared
0.00
None
45.70K
U HAUL HOLDING CO
SOLEShares1.95M
TypeSH
Market value$112.58M
2.57%
Sole
1.79M
Shared
0.00
None
158.64K
ONESPAWORLD HOLDINGS L COM
SOLEShares3.96M
TypeSH
Market value$111.91M
2.56%
Sole
3.63M
Shared
0.00
None
335.55K
MAXIMUS INC COM
SOLEShares1.98M
TypeSH
Market value$106.58M
2.43%
Sole
1.82M
Shared
0.00
None
162.48K
FIRST AMERN FINL CORP COM
SOLEShares1.55M
TypeSH
Market value$106.54M
2.43%
Sole
1.42M
Shared
0.00
None
131.73K
V2X INC COM
SOLEShares1.41M
TypeSH
Market value$104.86M
2.39%
Sole
1.29M
Shared
0.00
None
115.61K
FORMFACTOR INC COM
SOLEShares639.92K
TypeSH
Market value$102.35M
2.34%
Sole
587.44K
Shared
0.00
None
52.48K
ASSURED GUARANTY LTD COM
SOLEShares1.25M
TypeSH
Market value$99.90M
2.28%
Sole
1.15M
Shared
0.00
None
99.04K
HILLMAN SOLUTIONS CORP COM
SOLEShares11.16M
TypeSH
Market value$94.15M
2.15%
Sole
10.26M
Shared
0.00
None
891.93K
DORMAN PRODUCTS INC COM
SOLEShares684.38K
TypeSH
Market value$93.39M
2.13%
Sole
628.38K
Shared
0.00
None
56K
WHITE MTNS INS GRP LTD COM
SOLEShares44.48K
TypeSH
Market value$92.27M
2.11%
Sole
40.97K
Shared
0.00
None
3.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SILICON MOTION TECH CP SPONSORSOLE | COM | 966.06K | SH | $322.02M 7.35% | 909.41K | 0.00 | 56.65K |
LANTHEUS HLDGS INC COMSOLE | COM | 1.60M | SH | $177.44M 4.05% | 1.47M | 0.00 | 132.25K |
AXCELIS TECHNOLOGIES I COMSOLE | COM | 928.66K | SH | $175.94M 4.02% | 852.17K | 0.00 | 76.49K |
FIRST CTZNS BANCSHS NC CL ASOLE | COM | 84.21K | SH | $175.25M 4.00% | 77.17K | 0.00 | 7.04K |
SKYWARD SPECIALTY INS COMSOLE | COM | 2.89M | SH | $168.89M 3.86% | 2.65M | 0.00 | 249.35K |
YETI HLDGS INC COMSOLE | COM | 3.28M | SH | $162.42M 3.71% | 3M | 0.00 | 277.73K |
PAYCOM SOFTWARE INC COMSOLE | COM | 1.22M | SH | $153.32M 3.50% | 1.12M | 0.00 | 103.03K |
MODINE MFG CO COMSOLE | COM | 555.69K | SH | $148.38M 3.39% | 509.01K | 0.00 | 46.67K |
INSPERITY INC COMSOLE | COM | 3.30M | SH | $136.49M 3.12% | 2.99M | 0.00 | 311.08K |
FRONTDOOR INC COMSOLE | COM | 1.68M | SH | $130.67M 2.98% | 1.54M | 0.00 | 142.90K |
INTERDIGITAL INC COMSOLE | COM | 460.40K | SH | $130.36M 2.98% | 420.99K | 0.00 | 39.41K |
GRAND CANYON ED INC COMSOLE | COM | 882.93K | SH | $126.36M 2.88% | 807.38K | 0.00 | 75.54K |
ACI WORLDWIDE INC COMSOLE | COM | 2.42M | SH | $121.92M 2.78% | 2.22M | 0.00 | 204.18K |
EURONET WORLDWIDE INC COMSOLE | COM | 1.63M | SH | $119.09M 2.72% | 1.48M | 0.00 | 146.54K |
LANDSTAR SYS INC COMSOLE | COM | 569.09K | SH | $117.70M 2.69% | 523.39K | 0.00 | 45.70K |
U HAUL HOLDING COSOLE | COM | 1.95M | SH | $112.58M 2.57% | 1.79M | 0.00 | 158.64K |
ONESPAWORLD HOLDINGS L COMSOLE | COM | 3.96M | SH | $111.91M 2.56% | 3.63M | 0.00 | 335.55K |
MAXIMUS INC COMSOLE | COM | 1.98M | SH | $106.58M 2.43% | 1.82M | 0.00 | 162.48K |
FIRST AMERN FINL CORP COMSOLE | COM | 1.55M | SH | $106.54M 2.43% | 1.42M | 0.00 | 131.73K |
V2X INC COMSOLE | COM | 1.41M | SH | $104.86M 2.39% | 1.29M | 0.00 | 115.61K |
FORMFACTOR INC COMSOLE | COM | 639.92K | SH | $102.35M 2.34% | 587.44K | 0.00 | 52.48K |
ASSURED GUARANTY LTD COMSOLE | COM | 1.25M | SH | $99.90M 2.28% | 1.15M | 0.00 | 99.04K |
HILLMAN SOLUTIONS CORP COMSOLE | COM | 11.16M | SH | $94.15M 2.15% | 10.26M | 0.00 | 891.93K |
DORMAN PRODUCTS INC COMSOLE | COM | 684.38K | SH | $93.39M 2.13% | 628.38K | 0.00 | 56K |
WHITE MTNS INS GRP LTD COMSOLE | COM | 44.48K | SH | $92.27M 2.11% | 40.97K | 0.00 | 3.51K |
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