REINHART PARTNERS, LLC.
CIK: 1080298SEC EDGAR →
Portfolio Value
$2.0T
Holdings
72
As of
Q3 2026
New Positions
4
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | YETI HLDGS INC COM | 3,889,802 | $159.6B | 7.94% |
| 2 | SKYWARD SPECIALTY INS COM | 2,888,699 | $152.5B | 7.59% |
| 3 | INSPERITY INC COM | 3,256,775 | $151.7B | 7.55% |
| 4 | LANTHEUS HLDGS INC COM | 1,207,900 | $120.2B | 5.98% |
| 5 | FRONTDOOR INC COM | 1,498,861 | $109.6B | 5.45% |
| 6 | EURONET WORLDWIDE INC COM | 1,640,380 | $103.1B | 5.13% |
| 7 | U HAUL HOLDING CO | 1,931,052 | $102.1B | 5.08% |
| 8 | MAXIMUS INC COM | 1,901,996 | $101.2B | 5.03% |
| 9 | FIRST AMERN FINL CORP COM | 1,534,492 | $93.2B | 4.64% |
| 10 | V2X INC COM | 1,177,623 | $83.3B | 4.15% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 11 | $498.6B | 24.8% |
| Financial Services | 19 | $484.0B | 24.1% |
| Consumer Cyclical | 7 | $346.6B | 17.2% |
| Unknown | 5 | $171.1B | 8.5% |
| Technology | 13 | $167.1B | 8.3% |
| Healthcare | 3 | $120.3B | 6.0% |
| Utilities | 2 | $81.2B | 4.0% |
| Energy | 2 | $75.2B | 3.7% |
| Real Estate | 4 | $60.0B | 3.0% |
| Consumer Defensive | 3 | $5.5B | 0.3% |
| Communication Services | 2 | $80.7M | 0.0% |
| Basic Materials | 1 | $4.1M | 0.0% |