REINHART PARTNERS, LLC.
REINHART PARTNERS, LLC. reported 72 positions worth $4.38B as of June 30, 2026 (13F filed July 8, 2026). Largest holding: SIMO (7.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SIMO | SH | $322.0M | 7.35% | 966,060 | — | — | |
| ▸ 2 | LNTH | SH | $177.4M | 4.05% | 1,599,379 | — | — | |
| ▸ 3 | ACLS | SH | $175.9M | 4.02% | 928,660 | — | — | |
| ▸ 4 | FCNCA | SH | $175.3M | 4.00% | 84,206 | — | — | |
| ▸ 5 | SKWD | SH | $168.9M | 3.86% | 2,894,407 | — | — | |
| ▸ 6 | YETI | SH | $162.4M | 3.71% | 3,277,296 | — | — | |
| ▸ 7 | PAYC | SH | $153.3M | 3.50% | 1,219,906 | — | — | |
| ▸ 8 | MOD | SH | $148.4M | 3.39% | 555,686 | — | — | |
| ▸ 9 | NSP | SH | $136.5M | 3.12% | 3,304,074 | — | — | |
| ▸ 10 | FTDR | SH | $130.7M | 2.98% | 1,684,065 | — | — |
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Frequently Asked Questions
What stocks does REINHART PARTNERS, LLC. hold as of Q2 2026?
REINHART PARTNERS, LLC. reported 72 positions worth $4.38B in its Q2 2026 13F filing. Largest positions: SIMO (7.4%), LNTH (4.1%), ACLS (4.0%), FCNCA (4.0%) and SKWD (3.9%).
What did REINHART PARTNERS, LLC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did REINHART PARTNERS, LLC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.