13F Insight
DOSSIER · 13F-HR · Q2 2026

REINHART PARTNERS, LLC.

$4.4B in tracked AUM across 72 positions as of Q2 2026.

RP
CIK 0001080298 · last filed Jun 30, 2026
Total AUM
$4.4B
as of Q2 2026
Holdings
72
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

REINHART PARTNERS, LLC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SIMO
SILICON MOTION TECH CP SPONSOR
$322M966K7.4%02
LNTH
LANTHEUS HLDGS INC COM
$177M1.6M4.1%03
ACLS
AXCELIS TECHNOLOGIES I COM
$176M929K4.0%04
FCNCA
FIRST CTZNS BANCSHS NC CL A
$175M84K4.0%05
SKWD
SKYWARD SPECIALTY INS COM
$169M2.9M3.9%06
YETI
YETI HLDGS INC COM
$162M3.3M3.7%07
PAYC
PAYCOM SOFTWARE INC COM
$153M1.2M3.5%08
MOD
MODINE MFG CO COM
$148M556K3.4%09
NSP
INSPERITY INC COM
$136M3.3M3.1%10
FTDR
FRONTDOOR INC COM
$131M1.7M3.0%

Filing history

2026Q2Jun 30
$4.4B▲ 25.9%
72 positionsView →2026Q1Mar 31
$3.5B▲ 4.2%
70 positionsView →2025Q4Dec 31
$3.3B▲ 8.6%
74 positionsView →2025Q3Sep 30
$3.1B▲ 5.1%
74 positionsView →2025Q2Jun 30
$2.9B▲ 6.7%
74 positionsLocked2025Q1Mar 31
$2.7B▲ 5.5%
77 positionsLocked2024Q4Dec 31
$2.6B▼ 1.3%
78 positionsLocked2024Q3Sep 30
$2.6B▲ 9.4%
80 positionsLocked2024Q2Jun 30
$2.4B▼ 2.0%
81 positionsLocked2024Q1Mar 31
$2.5B▲ 8.0%
81 positionsLocked2023Q4Dec 31
$2.3B▲ 18.0%
80 positionsLocked2023Q3Sep 30
$1.9B▼ 2.5%
77 positionsLocked
Showing 12 of 92