CRAMER ROSENTHAL MCGLYNN LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CR CRAMER ROSENTHAL MCGLYNN LLC | Institutional Filer | ▲ 45.08% | $1.98B | 96 |
Current Portfolio Holdings
Showing all 96 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SKY | Champion Homes, Inc. | Consumer Cyclical | 950K | $83.7M | 4.24% |
| 2 | BKU | BankUnited, Inc. | Financial Services | 1.6M | $76.1M | 3.85% |
| 3 | RRX | Regal Rexnord Corporation | Industrials | 302K | $71.9M | 3.64% |
| 4 | WSC | WillScot Holdings Corporation | Industrials | 2.4M | $68.6M | 3.47% |
| 5 | MKSI | MKS Inc. | Technology | 131K | $58.4M | 2.95% |
| 6 | TTI | TETRA Technologies, Inc. | Energy | 5.1M | $57.4M | 2.91% |
| 7 | TECH | Bio-Techne Corporation | Healthcare | 775K | $54.7M | 2.77% |
| 8 | SMTC | Semtech Corporation | Technology | 328K | $53.1M | 2.69% |
| 9 | KN | Knowles Corporation | Technology | 1.2M | $47.8M | 2.42% |
| 10 | SHOO | Steven Madden, Ltd. | Consumer Cyclical | 1.1M | $47.0M | 2.38% |
| 11 | EVRG | Evergy, Inc. | Utilities | 522K | $45.1M | 2.28% |
| 12 | No Ticker | GATES INDL CORP LTD | — | 1.6M | $44.7M | 2.26% |
| 13 | ACVA | ACV Auctions Inc. | Consumer Cyclical | 6.0M | $43.2M | 2.19% |
| 14 | TDY | Teledyne Technologies Incorporated | Technology | 61K | $40.7M | 2.06% |
| 15 | FIBK | First Interstate BancSystem, Inc. | Financial Services | 1.0M | $39.9M | 2.02% |
Showing 1 to 15 of 96 holdings