CR

CRAMER ROSENTHAL MCGLYNN LLC

13F
CRAMER ROSENTHAL MCGLYNN LLC
Last update 2025-05-15 85 Stocks (3 new)
Value $1.39 Bil Turnover 8 %
Countries:

CRAMER ROSENTHAL MCGLYNN LLC Profile

Cramer Rosenthal Mcglynn LLC is a private investment management company based out of New York that currently operates as a subsidiary of WT Investments Inc. The company was founded in 1973 by Gerry Cramer, Ed Rosenthal, and Ron McGlynn and started as a value equity investment specialist. Cramer Rosenthal Mcglynn would develop its investment rationale during the market decline of 1974, focusing on the “opportunities inherent in companies undergoing change while operating in an environment of low investor expectations.” The company has grown and expanded, attracting more clients through a positive investment history and bringing in more talented professionals to develop in depth approaches. Cramer Rosenthal Mcglynn conducts its research both internally and externally, utilizing both fundamental and quantitative approaches for its bottom up investment approach. The company invests in various public equity markets, allocating its assets in the value stocks of companies across all market caps on a global scale. Cramer Rosenthal Mcglynn invests in many diverse sectors including finance, consumer discretionary, industrials, information technology, health care, materials, utilities and telecommunications, and consumer staples, among others to a lesser degree, in order of decreasing allocation. The firm employs 54 people with 22 of them being investment professionals. Cramer Rosenthal Mcglynn currently has over $10 billion in total assets under management spread across 191 accounts, all of which are discretionary. Although its total number of accounts has been steadily decreasing in recent years, its total assets under management has increased from $7.8 billion back in 2010, although still a decrease from its highest point of $14.6 billion a year ago. Cramer Rosenthal Mcglynn mainly caters to high net worth individuals, which makes up a third of its client base, and also caters to pension and profit sharing plans, charities, corporations, and others, in order of decreasing clientele. Its family of mutual funds current include its Global Opportunity, All Cap Value, and International Opportunity funds.
CRAMER ROSENTHAL MCGLYNN LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SKY
Champion Homes Inc
553,730
52,471.5
-7.60%
3.780
-0.23%
0.970
-19.61%
-24.64%
3,803.0
Homebuilding & Construction
FAF
First American Financial Corp
755,408
49,577.4
-10.90%
3.570
-0.33%
0.730
-2.55%
-6.03%
5,929.1
Insurance
ACVA
ACV Auctions Inc
2,718,457
38,303.1
+21.48%
2.760
+0.49%
1.510
+5.54%
-29.44%
2,749.7
Vehicles & Parts
BOH
Bank of Hawaii Corp
508,794
35,091.5
-9.67%
2.530
-0.22%
1.280
+2.35%
-3.41%
2,679.3
Banks
SUI
Sun Communities Inc
267,090
34,358.5
-7.57%
2.470
-0.15%
0.210
+6.08%
+6.07%
15,865.9
REITs
NI
NiSource Inc
836,246
33,525.1
-4.81%
2.410
-0.09%
0.180
+6.78%
+15.08%
19,623.6
Utilities - Regulated
TECH
Bio-Techne Corp
563,730
33,051.5
+16.11%
2.380
+0.33%
0.360
+10.45%
-23.00%
8,670.8
Biotechnology
CON
Concentra Group Holdings Parent Inc
1,500,717
32,565.6
+5.15%
2.340
+0.11%
1.170
-3.23%
+2.51%
2,583.9
Healthcare Providers & Services
TDY
Teledyne Technologies Inc
62,775
31,243.8
-16.32%
2.250
-0.32%
0.130
+21.86%
+17.76%
25,612.4
Hardware
RRX
Regal Rexnord Corp
271,951
30,961.6
+10.33%
2.230
+0.21%
0.410
+49.81%
-0.64%
10,170.6
Industrial Products

CRAMER ROSENTHAL MCGLYNN LLC's Historical Top Holdings Breakdowns

CRAMER ROSENTHAL MCGLYNN 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
ELAN
Elanco Animal Health Inc
2025-03-31
Sold Out
Sold Out
-1.85%
â—Ź
10.04 ($11.31) 12.47
$15.02
32.80%
Sold Out
0
-2,706,225
ALL
Allstate Corp
2025-03-31
Sold Out
Sold Out
-1.36%
â—Ź
180.99 ($194.74) 210.18
$197.61
1.47%
Sold Out
0
-125,145
VSCO
Victoria's Secret & Co
2025-03-31
Add
Add
+1.17%
â—Ź
16.25 ($29.4) 41.86
$21.63
-26.43%
Add 163.02%
1,406,865
871,968
SHOO
Steven Madden Ltd
2025-03-31
Reduce
Reduce
-1.14%
â—Ź
25.03 ($35.19) 42.15
$27.00
-23.27%
Reduce -75.8%
151,084
-473,237
ACA
Arcosa Inc
2025-03-31
Sold Out
Sold Out
-0.93%
â—Ź
77.12 ($91.74) 103.53
$90.96
-0.85%
Sold Out
0
-170,245
CADE
Cadence Bank
2025-03-31
Reduce
Reduce
-0.86%
â—Ź
29.1 ($33.13) 35.93
$35.92
8.42%
Reduce -72.17%
169,712
-440,144
SXT
Sensient Technologies Corp
2025-03-31
New Buy
New Buy
+0.81%
â—Ź
67.31 ($72.79) 77.4
$108.26
48.73%
New holding
151,167
151,167
BKU
BankUnited Inc
2025-03-31
Add
Add
+0.79%
â—Ź
31.36 ($37.71) 41.63
$39.55
4.88%
Add 64.94%
806,468
317,532
PTC
PTC Inc
2025-03-31
Reduce
Reduce
-0.75%
â—Ź
153.3 ($171.97) 193.48
$201.36
17.09%
Reduce -39.67%
109,498
-71,998
MASI
Masimo Corp
2025-03-31
Reduce
Reduce
-0.66%
â—Ź
163.55 ($173.51) 190.63
$165.00
-4.90%
Reduce -31.93%
151,664
-71,153

CRAMER ROSENTHAL MCGLYNN LLC Total Holding History ($B)

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CRAMER ROSENTHAL MCGLYNN LLC's Asset Allocation

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CRAMER ROSENTHAL MCGLYNN LLC Past Portfolios

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

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CRAMER ROSENTHAL MCGLYNN LLC's Hypothetical Growth since 2025-03-31

CRAMER ROSENTHAL MCGLYNN LLC's Yearly Returns

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CRAMER ROSENTHAL MCGLYNN LLC's Holdings Heat Map

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