REINHART PARTNERS, LLC.
CIK: 1080298SEC EDGAR →
Portfolio Value
$2.1T
Holdings
72
As of
Q2 2026
New Positions
5
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SKYWARD SPECIALTY INS COM | 2,894,407 | $168.9B | 7.98% |
| 2 | YETI HLDGS INC COM | 3,277,296 | $162.4B | 7.67% |
| 3 | INSPERITY INC COM | 3,304,074 | $136.5B | 6.45% |
| 4 | FRONTDOOR INC COM | 1,684,065 | $130.7B | 6.17% |
| 5 | ACI WORLDWIDE INC COM | 2,424,247 | $121.9B | 5.76% |
| 6 | EURONET WORLDWIDE INC COM | 1,627,141 | $119.1B | 5.63% |
| 7 | U HAUL HOLDING CO | 1,951,075 | $112.6B | 5.32% |
| 8 | ONESPAWORLD HOLDINGS L COM | 3,962,810 | $111.9B | 5.29% |
| 9 | MAXIMUS INC COM | 1,982,415 | $106.6B | 5.04% |
| 10 | FIRST AMERN FINL CORP COM | 1,553,234 | $106.5B | 5.03% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 20 | $577.6B | 27.3% |
| Industrials | 10 | $528.3B | 25.0% |
| Consumer Cyclical | 7 | $405.1B | 19.1% |
| Unknown | 5 | $234.8B | 11.1% |
| Technology | 12 | $144.2B | 6.8% |
| Healthcare | 4 | $77.5B | 3.7% |
| Energy | 2 | $70.7B | 3.3% |
| Real Estate | 4 | $62.7B | 3.0% |
| Consumer Defensive | 4 | $9.4B | 0.4% |
| Utilities | 1 | $6.0B | 0.3% |
| Communication Services | 2 | $93.4M | 0.0% |
| Basic Materials | 1 | $5.1M | 0.0% |