Reinhart Partners, LLC.
Net seller this quarter
$4.38B
70
-$44.6M
40.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SIMO | $322M | 7.35% | 0.72% | -26.5% | Q3 2023 |
 LNTH | $177M | 4.05% | 2.45% | +2.2% | Q2 2022 |
 ACLS | $176M | 4.02% | 3.01% | -44.0% | Q1 2024 |
 FCNCA | $175M | 4.00% | Not reported | +7.6% | Q4 2013 |
 SKWD | $169M | 3.86% | 6.52% | +4.1% | Q2 2025 |
 YETI | $162M | 3.71% | 4.33% | +5.1% | Q2 2025 |
 PAYC | $153M | 3.50% | 2.75% | +20.1% | Q3 2024 |
 MOD | $148M | 3.39% | 1.05% | -7.6% | Q4 2023 |
| NSP | $136M | 3.12% | 8.66% | +12.1% | Q2 2017 |
 FTDR | $131M | 2.98% | 2.43% | +4.0% | Q4 2018 |
 IDCC | $130M | 2.98% | 1.78% | +9.0% | Q3 2024 |
 LOPE | $126M | 2.88% | 3.37% | +36.9% | Q2 2013 |
 ACIW | $122M | 2.78% | 2.39% | +8.5% | Q4 2018 |
 EEFT | $119M | 2.72% | 4.27% | +9.2% | Q1 2023 |
 LSTR | $118M | 2.69% | 1.68% | -16.6% | Q1 2016 |
 UHAL.B | $113M | 2.57% | Not reported | +6.4% | Q1 2023 |
 OSW | $112M | 2.56% | 3.90% | +2.0% | Q4 2025 |
 MMS | $107M | 2.43% | 3.79% | +131.8% | Q4 2019 |
 FAF | $107M | 2.43% | 1.52% | +1.9% | Q1 2020 |
 VVX | $105M | 2.39% | 4.49% | -2.4% | Q3 2014 |
 FORM | $102M | 2.34% | 0.82% | -44.8% | Q1 2023 |
 AGO | $99.9M | 2.28% | 2.83% | -3.2% | Q2 2022 |
 HLMN | $94.2M | 2.15% | 5.73% | -2.5% | Q2 2022 |
 DORM | $93.4M | 2.13% | 2.31% | Not reported | Q4 2017 |
 WTM | $92.3M | 2.11% | 1.86% | +19.0% | Q2 2013 |
 RHP | $91.4M | 2.09% | 1.13% | +1.7% | Q2 2013 |
 MSGS | $89.7M | 2.05% | 0.90% | -0.8% | Q4 2025 |
 WTFC | $84.7M | 1.93% | 0.78% | +0.5% | Q1 2020 |
 CDRE | $78.1M | 1.78% | 6.40% | +22.4% | Q4 2025 |
 FHB | $78M | 1.78% | 2.19% | +0.7% | Q2 2018 |
 AHCO | $77.3M | 1.76% | 5.44% | -26.5% | Q2 2022 |
 OII | $66.8M | 1.53% | 1.65% | New | Q2 2026 |
 COLD | $57.6M | 1.31% | 1.28% | +7.7% | Q2 2022 |
 IBOC | $56.9M | 1.30% | 1.21% | +0.6% | Q2 2015 |
 INDB | $55.1M | 1.26% | 1.38% | +1.3% | Q2 2025 |
 ICUI | $46.1M | 1.05% | 1.26% | Not reported | Q2 2013 |
 EHC | $44M | 1.00% | 0.44% | +1.9% | Q1 2018 |
 ST | $7.72M | 0.18% | 0.11% | -5.9% | Q2 2022 |
 COKE | $7.48M | 0.17% | 0.05% | -7.0% | Q4 2025 |
 AYI | $7.41M | 0.17% | 0.07% | -1.2% | Q1 2026 |
 MCHP | $7.08M | 0.16% | 0.01% | -7.0% | Q2 2013 |
 CPT | $6.9M | 0.16% | 0.06% | +18.9% | Q1 2020 |
 KEYS | $6.72M | 0.15% | 0.01% | -19.8% | Q3 2024 |
 AMG | $6.65M | 0.15% | 0.07% | -25.2% | Q2 2022 |
 TRU | $6.6M | 0.15% | 0.05% | -6.7% | Q1 2023 |
 TPR | $6.35M | 0.15% | 0.02% | -6.4% | Q2 2025 |
 XEL | $6M | 0.14% | 0.01% | -5.6% | Q1 2024 |
 AOS | $5.77M | 0.13% | 0.06% | -10.4% | Q3 2013 |
 DG | $5.41M | 0.12% | 0.02% | -7.3% | Q3 2024 |
 ICE | $5.34M | 0.12% | 0.01% | +16.4% | Q1 2023 |
| Q1 2026 | |||||
| ACLS | $154M | 4.44% | 5.39% | +4.3% | Q1 2024 |
| FCNCA | $148M | 4.24% | Not reported | +0.6% | Q4 2013 |
| SIMO | $148M | 4.24% | 0.98% | -16.5% | Q3 2023 |
| MOD | $130M | 3.75% | 1.14% | -9.2% | Q4 2023 |
| IDCC | $128M | 3.67% | 1.63% | +1.1% | Q3 2024 |
| PAYC | $123M | 3.55% | 2.18% | +69.8% | Q3 2024 |
| SKWD | $121M | 3.49% | 6.24% | +15.1% | Q2 2025 |
| AHCO | $120M | 3.45% | 7.41% | +24.5% | Q2 2022 |
| LNTH | $119M | 3.41% | 2.40% | +0.2% | Q2 2022 |
| YETI | $114M | 3.28% | 4.14% | +2.7% | Q2 2025 |
| FORM | $112M | 3.23% | 1.49% | -46.1% | Q1 2023 |
| LOPE | $110M | 3.15% | 2.42% | +24.3% | Q2 2013 |
| LSTR | $109M | 3.15% | 2.00% | +3.3% | Q1 2016 |
| AGO | $105M | 3.01% | 2.89% | +1.9% | Q2 2022 |
| EEFT | $98.9M | 2.84% | 3.79% | +10.6% | Q1 2023 |
| VVX | $98.7M | 2.84% | 4.62% | +0.8% | Q3 2014 |
| HLMN | $95.2M | 2.74% | 5.83% | +0.5% | Q2 2022 |
| FAF | $91.9M | 2.64% | 1.49% | +0.7% | Q1 2020 |
| ACIW | $91.7M | 2.63% | 2.20% | +97.5% | Q4 2018 |
| OSW | $89.2M | 2.56% | 3.83% | +77.6% | Q4 2025 |
| FTDR | $85.6M | 2.46% | 2.30% | -0.6% | Q4 2018 |
| WTM | $82.1M | 2.36% | 1.51% | -15.0% | Q2 2013 |
| UHAL.B | $81.9M | 2.35% | Not reported | +0.6% | Q1 2023 |
| NSP | $79.7M | 2.29% | 7.81% | +7.4% | Q2 2017 |
| WTFC | $72.9M | 2.10% | 0.78% | 0.0% | Q1 2020 |
| MSGS | $72.3M | 2.08% | 0.90% | +4.7% | Q4 2025 |
| CDRE | $68.7M | 1.97% | 5.23% | +3.1% | Q4 2025 |
| FHB | $65.1M | 1.87% | 2.17% | +1.9% | Q2 2018 |
| RHP | $64.5M | 1.85% | 1.11% | +4.0% | Q2 2013 |
 EFOR | $63.9M | 1.84% | 4.00% | +36.8% | Q4 2019 |
| MMS | $54.8M | 1.58% | 1.61% | +17.9% | Q4 2019 |
| IBOC | $50.2M | 1.44% | 1.20% | +0.9% | Q2 2015 |
| INDB | $48.8M | 1.40% | 1.34% | +4.2% | Q2 2025 |
| EHC | $41.3M | 1.19% | 0.43% | +14.6% | Q1 2018 |
| COLD | $39M | 1.12% | 1.19% | +1141.1% | Q2 2022 |
 ESI | $33.3M | 0.96% | 0.40% | -21.7% | Q2 2022 |
| COKE | $8.08M | 0.23% | 0.06% | -6.5% | Q4 2025 |
| AMG | $7.27M | 0.21% | 0.10% | -7.1% | Q2 2022 |
| TRU | $6.78M | 0.20% | 0.05% | -7.7% | Q1 2023 |
| AOS | $6.77M | 0.19% | 0.07% | +8.2% | Q3 2013 |
| KEYS | $6.76M | 0.19% | 0.01% | -34.2% | Q3 2024 |
| TPR | $6.54M | 0.19% | 0.02% | -7.3% | Q2 2025 |
 LYV | $6.51M | 0.19% | 0.02% | -6.5% | Q2 2013 |
| XEL | $6.29M | 0.18% | 0.01% | -7.1% | Q1 2024 |
| ST | $6.06M | 0.17% | 0.12% | -6.8% | Q2 2022 |
| DG | $6.02M | 0.17% | 0.02% | -5.8% | Q3 2024 |
 LPLA | $5.94M | 0.17% | 0.02% | -5.4% | Q2 2022 |
| ICE | $5.86M | 0.17% | 0.01% | +21.2% | Q1 2023 |
| AYI | $5.58M | 0.16% | 0.07% | New | Q1 2026 |
| MCHP | $5.39M | 0.15% | 0.02% | -6.9% | Q2 2013 |
| Q4 2025 | |||||
| FCNCA | $167M | 5.00% | Not reported | Not reported | Q4 2013 |
| SIMO | $146M | 4.37% | 1.17% | Not reported | Q3 2023 |
| YETI | $134M | 4.02% | 3.90% | Not reported | Q2 2025 |
| IDCC | $133M | 3.98% | 1.63% | Not reported | Q3 2024 |
| ACLS | $128M | 3.83% | 5.18% | Not reported | Q1 2024 |
| SKWD | $124M | 3.70% | 5.97% | Not reported | Q2 2025 |
| FORM | $120M | 3.60% | 2.77% | Not reported | Q1 2023 |
| AGO | $113M | 3.40% | 2.79% | Not reported | Q2 2022 |
| NSP | $106M | 3.18% | 7.28% | Not reported | Q2 2017 |
| LNTH | $104M | 3.11% | 2.42% | Not reported | Q2 2022 |
| EEFT | $103M | 3.07% | 3.21% | Not reported | Q1 2023 |
| HLMN | $98.6M | 2.95% | 5.80% | Not reported | Q2 2022 |
| PAYC | $95.4M | 2.86% | 1.09% | Not reported | Q3 2024 |
| LSTR | $95M | 2.85% | 1.92% | Not reported | Q1 2016 |
| FTDR | $94M | 2.81% | 2.30% | Not reported | Q4 2018 |
| FAF | $93M | 2.79% | 1.48% | Not reported | Q1 2020 |
| WTM | $91.4M | 2.74% | 1.77% | Not reported | Q2 2013 |
| CDRE | $88.6M | 2.65% | 5.15% | New | Q4 2025 |
| MOD | $88.4M | 2.65% | 1.26% | Not reported | Q4 2023 |
| LOPE | $86.3M | 2.58% | 1.89% | Not reported | Q2 2013 |
| UHAL.B | $85.2M | 2.55% | Not reported | Not reported | Q1 2023 |
| AHCO | $80.7M | 2.42% | 5.98% | Not reported | Q2 2022 |
| VVX | $78M | 2.34% | 4.59% | Not reported | Q3 2014 |
| WTFC | $73.3M | 2.20% | 0.78% | Not reported | Q1 2020 |
| FHB | $65.6M | 1.96% | 2.11% | Not reported | Q2 2018 |
| RHP | $63.6M | 1.90% | 1.07% | Not reported | Q2 2013 |
| MMS | $62.6M | 1.88% | 1.33% | Not reported | Q4 2019 |
| EFOR | $58.1M | 1.74% | 2.92% | Not reported | Q4 2019 |
| MSGS | $55.6M | 1.66% | 0.86% | New | Q4 2025 |
| ACIW | $54.1M | 1.62% | 1.10% | Not reported | Q4 2018 |
| IBOC | $49.1M | 1.47% | 1.19% | Not reported | Q2 2015 |
 PAR | $47.5M | 1.42% | 3.22% | Not reported | Q2 2022 |
| INDB | $45.5M | 1.36% | 1.27% | Not reported | Q2 2025 |
| OSW | $45.4M | 1.36% | 2.15% | New | Q4 2025 |
| EHC | $39.6M | 1.19% | 0.37% | Not reported | Q1 2018 |
| ESI | $31.2M | 0.93% | 0.52% | Not reported | Q2 2022 |
| TRU | $9.11M | 0.27% | 0.06% | Not reported | Q1 2023 |
 SSNC | $8.18M | 0.25% | 0.04% | Not reported | Q2 2022 |
| AMG | $8.15M | 0.24% | 0.10% | Not reported | Q2 2022 |
| LPLA | $7.46M | 0.22% | 0.03% | Not reported | Q2 2022 |
| KEYS | $7.38M | 0.22% | 0.02% | Not reported | Q3 2024 |
| DG | $7.14M | 0.21% | 0.02% | Not reported | Q3 2024 |
| COKE | $6.91M | 0.21% | 0.06% | New | Q4 2025 |
 REXR | $6.63M | 0.20% | 0.07% | Not reported | Q1 2024 |
| LYV | $6.51M | 0.19% | 0.02% | Not reported | Q2 2013 |
| TPR | $6.39M | 0.19% | 0.02% | Not reported | Q2 2025 |
| AOS | $6.35M | 0.19% | 0.06% | Not reported | Q3 2013 |
| XEL | $6.29M | 0.19% | 0.01% | Not reported | Q1 2024 |
| ST | $6.14M | 0.18% | 0.13% | Not reported | Q2 2022 |
 ALSN | $6.04M | 0.18% | 0.07% | Not reported | Q2 2013 |
| Q2 2025 | |||||
| FCNCA | $136M | 4.63% | Not reported | Not reported | Q4 2013 |
| LNTH | $115M | 3.92% | 1.96% | Not reported | Q2 2022 |
| SIMO | $111M | 3.78% | 1.09% | Not reported | Q3 2023 |
| FTDR | $110M | 3.77% | 2.56% | Not reported | Q4 2018 |
| MOD | $108M | 3.67% | 2.08% | Not reported | Q4 2023 |
| NSP | $107M | 3.67% | 4.75% | Not reported | Q2 2017 |
| ACLS | $106M | 3.61% | 4.83% | Not reported | Q1 2024 |
| AGO | $99.2M | 3.39% | 2.37% | Not reported | Q2 2022 |
| UHAL.B | $95.3M | 3.25% | Not reported | Not reported | Q1 2023 |
| WTFC | $93.2M | 3.18% | 1.12% | Not reported | Q1 2020 |
| IDCC | $91.8M | 3.14% | 1.58% | Not reported | Q3 2024 |
| EEFT | $91M | 3.11% | 2.08% | Not reported | Q1 2023 |
| WTM | $74.9M | 2.56% | 1.62% | Not reported | Q2 2013 |
| FAF | $74.7M | 2.55% | 1.19% | Not reported | Q1 2020 |
| HLMN | $71.8M | 2.45% | 5.09% | Not reported | Q2 2022 |
| GMS | $70M | 2.39% | 1.69% | Not reported | Q4 2017 |
| AHCO | $69M | 2.36% | 5.41% | Not reported | Q2 2022 |
 MMI | $68M | 2.32% | 5.68% | Not reported | Q1 2016 |
| YETI | $67.5M | 2.31% | 2.61% | New | Q2 2025 |
| FORM | $65.5M | 2.24% | 2.47% | Not reported | Q1 2023 |
| MMS | $64.2M | 2.19% | 1.62% | Not reported | Q4 2019 |
| AL | $63.3M | 2.16% | 0.97% | Not reported | Q1 2016 |
| PAR | $61.3M | 2.09% | 2.18% | Not reported | Q2 2022 |
| LSTR | $59.2M | 2.02% | 1.22% | Not reported | Q1 2016 |
| RHP | $58.7M | 2.01% | 0.94% | Not reported | Q2 2013 |
| FHB | $58.5M | 2.00% | 1.88% | Not reported | Q2 2018 |
| EHC | $55.6M | 1.90% | 0.45% | Not reported | Q1 2018 |
| SKWD | $55.4M | 1.89% | 2.37% | New | Q2 2025 |
| LOPE | $53.4M | 1.82% | 1.00% | Not reported | Q2 2013 |
| IBOC | $52.5M | 1.79% | 1.27% | Not reported | Q2 2015 |
| EFOR | $50.9M | 1.74% | 2.33% | Not reported | Q4 2019 |
| ACIW | $45.3M | 1.55% | 0.95% | Not reported | Q4 2018 |
| ESI | $37.4M | 1.28% | 0.68% | Not reported | Q2 2022 |
 GXO | $35.2M | 1.20% | 0.63% | Not reported | Q1 2023 |
| INDB | $31.9M | 1.09% | 1.19% | New | Q2 2025 |
| PAYC | $14.8M | 0.51% | 0.11% | Not reported | Q3 2024 |
| VVX | $14.1M | 0.48% | 0.91% | Not reported | Q3 2014 |
| TPR | $12.9M | 0.44% | 0.07% | New | Q2 2025 |
| AMG | $12.7M | 0.43% | 0.23% | Not reported | Q2 2022 |
| SSNC | $11.2M | 0.38% | 0.06% | Not reported | Q2 2022 |
| TRU | $11.2M | 0.38% | 0.07% | Not reported | Q1 2023 |
| LPLA | $11.1M | 0.38% | 0.04% | Not reported | Q2 2022 |
 MTB | $10M | 0.34% | 0.03% | Not reported | Q2 2023 |
| LYV | $9.74M | 0.33% | 0.03% | Not reported | Q2 2013 |
| MCHP | $9.03M | 0.31% | 0.02% | Not reported | Q2 2013 |
 LKQ | $8.95M | 0.31% | 0.09% | Not reported | Q4 2018 |
| REXR | $8.92M | 0.30% | 0.11% | Not reported | Q1 2024 |
 FIS | $8.75M | 0.30% | 0.02% | Not reported | Q3 2023 |
| CPT | $8.71M | 0.30% | 0.07% | Not reported | Q1 2020 |
| KEYS | $8.6M | 0.29% | 0.03% | Not reported | Q3 2024 |