Reinhart Partners, Inc. Buys Encompass Health Corp, Hillman Solutions Corp, Stanley Black & Decker Inc, Sells LPL Financial Holdings Inc, Rayonier Inc, Southwest Gas Holdings Inc

Mequon, WI, based Investment company Reinhart Partners, Inc. (Current Portfolio) buys Encompass Health Corp, Hillman Solutions Corp, Stanley Black & Decker Inc, EVO Payments Inc, Assured Guaranty, sells LPL Financial Holdings Inc, Rayonier Inc, Southwest Gas Holdings Inc, Aramark, LKQ Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Reinhart Partners, Inc.. As of 2021Q4, Reinhart Partners, Inc. owns 80 stocks with a total value of $2.1 billion. These are the details of the buys and sells.

For the details of REINHART PARTNERS, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/reinhart+partners%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of REINHART PARTNERS, INC.
  1. Amerco Inc (UHAL) - 92,830 shares, 3.85% of the total portfolio. Shares reduced by 19.69%
  2. Insperity Inc (NSP) - 551,674 shares, 3.12% of the total portfolio. Shares reduced by 5.3%
  3. Encompass Health Corp (EHC) - 917,745 shares, 2.87% of the total portfolio. Shares added by 51.88%
  4. Marcus & Millichap Inc (MMI) - 1,139,943 shares, 2.81% of the total portfolio. Shares added by 1.45%
  5. Alexander & Baldwin Inc (ALEX) - 2,283,301 shares, 2.75% of the total portfolio. Shares added by 2.45%
New Purchase: Assured Guaranty Ltd (AGO)

Reinhart Partners, Inc. initiated holding in Assured Guaranty Ltd. The purchase prices were between $45.76 and $56.69, with an estimated average price of $51.5. The stock is now traded at around $51.360000. The impact to a portfolio due to this purchase was 0.74%. The holding were 308,815 shares as of 2021-12-31.

New Purchase: iShares Russell 2000 ETF (IWM)

Reinhart Partners, Inc. initiated holding in iShares Russell 2000 ETF. The purchase prices were between $212.12 and $241.83, with an estimated average price of $225.48. The stock is now traded at around $193.420000. The impact to a portfolio due to this purchase was 0.38%. The holding were 35,250 shares as of 2021-12-31.

Added: Encompass Health Corp (EHC)

Reinhart Partners, Inc. added to a holding in Encompass Health Corp by 51.88%. The purchase prices were between $56.6 and $73.44, with an estimated average price of $64.67. The stock is now traded at around $61.160000. The impact to a portfolio due to this purchase was 0.98%. The holding were 917,745 shares as of 2021-12-31.

Added: Hillman Solutions Corp (HLMN)

Reinhart Partners, Inc. added to a holding in Hillman Solutions Corp by 128.94%. The purchase prices were between $9.74 and $11.62, with an estimated average price of $10.74. The stock is now traded at around $8.430000. The impact to a portfolio due to this purchase was 0.88%. The holding were 3,029,054 shares as of 2021-12-31.

Added: Stanley Black & Decker Inc (SWK)

Reinhart Partners, Inc. added to a holding in Stanley Black & Decker Inc by 742.54%. The purchase prices were between $171.07 and $196.61, with an estimated average price of $184.83. The stock is now traded at around $172.600000. The impact to a portfolio due to this purchase was 0.82%. The holding were 953,209 shares as of 2021-12-31.

Added: EVO Payments Inc (EVOP)

Reinhart Partners, Inc. added to a holding in EVO Payments Inc by 120.08%. The purchase prices were between $20.95 and $25.6, with an estimated average price of $22.89. The stock is now traded at around $23.630000. The impact to a portfolio due to this purchase was 0.81%. The holding were 1,246,171 shares as of 2021-12-31.

Added: Frontdoor Inc (FTDR)

Reinhart Partners, Inc. added to a holding in Frontdoor Inc by 43.73%. The purchase prices were between $32.84 and $44.28, with an estimated average price of $37.84. The stock is now traded at around $34.660000. The impact to a portfolio due to this purchase was 0.53%. The holding were 994,367 shares as of 2021-12-31.

Added: Switch Inc (SWCH)

Reinhart Partners, Inc. added to a holding in Switch Inc by 49.55%. The purchase prices were between $23.06 and $28.75, with an estimated average price of $26.19. The stock is now traded at around $23.850000. The impact to a portfolio due to this purchase was 0.52%. The holding were 1,140,561 shares as of 2021-12-31.

Sold Out: Rayonier Inc (RYN)

Reinhart Partners, Inc. sold out a holding in Rayonier Inc. The sale prices were between $35.06 and $40.8, with an estimated average price of $38.4.

Sold Out: Southwest Gas Holdings Inc (SWX)

Reinhart Partners, Inc. sold out a holding in Southwest Gas Holdings Inc. The sale prices were between $63.43 and $71.99, with an estimated average price of $68.98.

Sold Out: Aramark (ARMK)

Reinhart Partners, Inc. sold out a holding in Aramark. The sale prices were between $32.02 and $39.26, with an estimated average price of $36.24.

Sold Out: Universal Health Services Inc (UHS)

Reinhart Partners, Inc. sold out a holding in Universal Health Services Inc. The sale prices were between $116.39 and $137.35, with an estimated average price of $128.38.

Sold Out: American Express Co (AXP)

Reinhart Partners, Inc. sold out a holding in American Express Co. The sale prices were between $150.06 and $187.08, with an estimated average price of $170.39.



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