RP

REINHART PARTNERS, LLC.

13F
REINHART PARTNERS, LLC.
Last update 2025-04-11 77 Stocks (4 new)
Value $2.74 Bil Turnover 18 %
Countries:
Top Holdings: NSP(4.83%)FCNCA(4.49%)LNTH(4.29%)UHAL.B(3.79%)AGO(3.64%)
Summary Stock Picks Current Portfolio
REINHART PARTNERS, 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
NSP 		Insperity Inc
1,484,060
132,422.6
+26.64%
4.830
+1.02%
3.990
-25.92%
-15.93%
2,435.2
Business Services
FCNCA 		First Citizens BancShares Inc
66,459
123,223.4
+14.62%
4.490
+0.57%
0.490
-10.90%
-13.56%
24,020.6
Banks
LNTH 		Lantheus Holdings Inc
1,205,940
117,699.7
-11.77%
4.290
-0.55%
1.760
-20.76%
-16.90%
5,143.3
Drug Manufacturers
UHAL.B 		U-Haul Holding Co
1,756,314
103,938.7
+11.08%
3.790
+0.38%
0.930
-9.54%
-13.07%
10,616.1
Business Services
AGO 		Assured Guaranty Ltd
1,134,810
99,976.8
+12.83%
3.640
+0.41%
2.270
-3.30%
-6.18%
4,105.6
Insurance
FTDR 		Frontdoor Inc
2,368,684
91,004.9
+16.25%
3.320
+0.46%
3.210
+20.93%
+0.60%
4,047.2
Personal Services
AL 		Air Lease Corp
1,773,830
85,693.7
+11.86%
3.120
+0.33%
1.590
+21.55%
+20.82%
6,479.2
Business Services
IDCC 		InterDigital Inc
410,442
84,858.9
+13.94%
3.090
+0.38%
1.600
-0.56%
+9.93%
5,493.0
Software
WTM 		White Mountains Insurance Group Ltd
42,478
81,804.4
+10.99%
2.980
+0.30%
1.660
-3.67%
-8.40%
4,583.1
Insurance
FAF 		First American Financial Corp
1,203,977
79,017.0
+15.53%
2.880
+0.39%
1.170
-16.60%
-12.26%
5,589.5
Insurance

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
SKWD 		Skyward Specialty Insurance Group Inc2025-03-31New Buy
+1.82%
●
42.1 ($48.18) 54.14
$61.31
27.26%
New holding
944,431
944,431
MOD 		Modine Manufacturing Co2025-03-31Add
+1.60%
●
76.06 ($98.54) 142.68
$91.74
-6.90%
Add 187.34%
875,834
571,026
LSTR 		Landstar System Inc2025-03-31New Buy
+1.56%
●
146.63 ($161.16) 177.82
$137.27
-14.82%
New holding
285,533
285,533
YETI 		YETI Holdings Inc2025-03-31New Buy
+1.28%
●
31.92 ($36.22) 38.83
$30.07
-16.99%
New holding
1,062,746
1,062,746
GNTX 		Gentex Corp2025-03-31Sold Out
-1.24%
●
23.3 ($25.57) 28.48
$21.59
-15.55%
Sold Out
0
-1,124,403
IWM 		iShares Russell 2000 ETF2025-03-31Sold Out
-1.23%
●
198.1 ($216.92) 229.79
$205.27
-5.37%
Sold Out
0
-144,731
ALEX 		Alexander & Baldwin Inc2025-03-31Reduce
-1.03%
●
17.04 ($17.67) 18.35
$17.75
0.48%
Reduce -61.22%
957,802
-1,512,013
NSP 		Insperity Inc2025-03-31Add
+1.02%
●
69.6 ($83.03) 94.21
$64.74
-22.03%
Add 26.64%
1,484,060
312,217
CRI 		Carter's Inc2025-03-31Sold Out
-0.98%
●
39.79 ($48.09) 55.09
$31.72
-34.04%
Sold Out
0
-467,763
MMS 		Maximus Inc2025-03-31Add
+0.90%
●
64.34 ($71.24) 79.68
$71.87
0.88%
Add 65.38%
911,511
360,365

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 2025-03-31

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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