RP

REINHART PARTNERS, LLC.

13F
REINHART PARTNERS, LLC.
Last update 2025-07-09 74 Stocks (5 new)
Value $2.93 Bil Turnover 11 %
Countries:
Top Holdings: FCNCA(4.63%)LNTH(3.92%)SIMO(3.78%)FTDR(3.77%)MOD(3.67%)
Summary Stock Picks Current Portfolio
REINHART PARTNERS, LLC. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FCNCA
First Citizens BancShares Inc
69,279
135,575.0
+4.24%
4.630
+0.19%
0.520
+21.92%
+2.35%
28,320.3
Banks
LNTH
Lantheus Holdings Inc
1,403,659
114,904.7
+16.40%
3.920
+0.55%
2.030
-27.56%
-18.05%
5,072.0
Drug Manufacturers
SIMO
Silicon Motion Technology Corp
1,471,583
110,619.8
+7.86%
3.780
+0.28%
4.330
+76.99%
+37.98%
2,487.6
Semiconductors
FTDR
Frontdoor Inc
1,873,702
110,436.7
-20.90%
3.770
-0.69%
2.550
+47.27%
+9.13%
4,390.1
Personal Services
MOD
Modine Manufacturing Co
1,091,561
107,520.1
+24.63%
3.670
+0.73%
2.080
+28.40%
-14.78%
5,184.7
Vehicles & Parts
NSP
Insperity Inc
1,786,953
107,432.3
+20.41%
3.670
+0.62%
4.750
-23.70%
-21.73%
2,245.6
Business Services
ACLS
Axcelis Technologies Inc
1,518,544
105,828.3
+5.38%
3.610
+0.18%
4.730
+62.91%
+7.11%
2,404.6
Semiconductors
AGO
Assured Guaranty Ltd
1,138,398
99,155.6
+0.32%
3.390
+0.01%
2.320
-0.81%
-5.60%
4,130.7
Insurance
UHAL.B
U-Haul Holding Co
1,752,270
95,271.6
-0.23%
3.250
-0.01%
0.890
+4.85%
-11.87%
11,186.8
Business Services
WTFC
Wintrust Financial Corp
751,481
93,170.4
+12.21%
3.180
+0.35%
1.120
+26.36%
+9.53%
9,068.1
Banks

REINHART PARTNERS, LLC.'s Historical Top Holdings Breakdowns

REINHART PARTNERS, LLC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AL
Air Lease Corp
2025-06-30
Reduce
Reduce
-1.22%
●
40.46 ($51.99) 58.71
$58.36
12.25%
Reduce -38.95%
1,082,860
-690,970
YETI
YETI Holdings Inc
2025-06-30
Add
Add
+1.16%
●
26.94 ($30.06) 34.72
$39.70
32.07%
Add 101.63%
2,142,818
1,080,072
INDB
Independent Bank Corp
2025-06-30
New Buy
New Buy
+1.09%
●
53.62 ($60.82) 65.63
$68.46
12.56%
New holding
507,696
507,696
THO
Thor Industries Inc
2025-06-30
Sold Out
Sold Out
-1.06%
●
64.83 ($78.94) 89.72
$96.27
21.95%
Sold Out
0
-382,754
FORM
FormFactor Inc
2025-06-30
Add
Add
+0.88%
●
23.18 ($30.34) 35.26
$34.38
13.32%
Add 64.82%
1,904,698
749,088
SFM
Sprouts Farmers Market Inc
2025-06-30
Sold Out
Sold Out
-0.81%
●
144.63 ($163.22) 179.53
$163.34
0.07%
Sold Out
0
-145,092
MOD
Modine Manufacturing Co
2025-06-30
Add
Add
+0.73%
●
69.3 ($89.04) 105.57
$98.80
10.96%
Add 24.63%
1,091,561
215,727
FTDR
Frontdoor Inc
2025-06-30
Reduce
Reduce
-0.69%
●
37.35 ($49.98) 59.68
$59.66
19.37%
Reduce -20.9%
1,873,702
-494,982
LSTR
Landstar System Inc
2025-06-30
Add
Add
+0.67%
●
131.55 ($138.84) 151.93
$138.42
-0.30%
Add 49.21%
426,033
140,500
AMN
AMN Healthcare Services Inc
2025-06-30
Sold Out
Sold Out
-0.66%
●
17.79 ($20.85) 24.46
$20.52
-1.58%
Sold Out
0
-744,943

REINHART PARTNERS, LLC. Total Holding History ($B)

To

REINHART PARTNERS, LLC.'s Asset Allocation

To

REINHART PARTNERS, LLC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

REINHART PARTNERS, LLC.'s Hypothetical Growth since 2025-06-30

REINHART PARTNERS, LLC.'s Yearly Returns

Year Portfolio % % Excess Gain %

REINHART PARTNERS, LLC.'s Holdings Heat Map

Size field:

REINHART PARTNERS, LLC.'s Holdings Bubble Chart

REINHART PARTNERS, LLC. News

  • 1

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