Cramer Rosenthal Mcglynn LLC
Net buyer this quarter
$1.98B
95
+$273M
31.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
| SKY | $83.7M | 4.24% | 1.73% | +23.8% | Q3 2020 |
 BKU | $76.1M | 3.85% | 2.17% | +18.7% | Q1 2014 |
 RRX | $71.9M | 3.64% | 0.45% | +21.4% | Q2 2013 |
 WSC | $68.6M | 3.47% | 1.31% | +39.1% | Q4 2024 |
 MKSI | $58.4M | 2.95% | 0.19% | -11.6% | Q4 2015 |
 TTI | $57.4M | 2.91% | 3.42% | +187.9% | Q4 2025 |
 TECH | $54.7M | 2.77% | 0.50% | +77.8% | Q4 2014 |
 SMTC | $53.1M | 2.69% | 0.35% | -20.8% | Q1 2026 |
 KN | $47.8M | 2.42% | 1.35% | +9.5% | Q1 2014 |
 SHOO | $47M | 2.38% | 1.52% | +28.8% | Q2 2013 |
 EVRG | $45.1M | 2.28% | 0.23% | +22.3% | Q3 2025 |
 GTES | $44.7M | 2.26% | 0.63% | +274.3% | Q1 2026 |
 ACVA | $43.2M | 2.19% | 3.55% | +53.2% | Q1 2023 |
 TDY | $40.7M | 2.06% | 0.13% | +7.7% | Q3 2017 |
 FIBK | $39.9M | 2.02% | 1.08% | +13.1% | Q1 2022 |
 HUBG | $37.7M | 1.91% | 1.15% | -25.3% | Q3 2023 |
 MTN | $37M | 1.87% | 0.76% | +34.0% | Q2 2013 |
 SOLS | $36.5M | 1.85% | 0.26% | New | Q2 2026 |
 VECO | $34.7M | 1.76% | 0.75% | New | Q2 2026 |
 TKR | $34.1M | 1.73% | 0.34% | +129.4% | Q2 2013 |
 AAP | $33.3M | 1.68% | 0.89% | +163.8% | Q2 2013 |
 SAIA | $33.2M | 1.68% | 0.30% | New | Q2 2026 |
 COO | $31.9M | 1.61% | 0.23% | +26.6% | Q2 2013 |
 FAF | $31.8M | 1.61% | 0.45% | +21.1% | Q3 2023 |
 CP | $30.9M | 1.56% | 0.04% | +44.9% | Q4 2016 |
 SUI | $28.7M | 1.45% | 0.20% | -11.0% | Q3 2023 |
 MRTN | $26.4M | 1.34% | 1.87% | New | Q2 2026 |
 DCH | $24.5M | 1.24% | 1.91% | +29.9% | Q1 2026 |
 HAPN | $24.5M | 1.24% | 1.02% | -28.6% | Q4 2024 |
 TRNO | $24.1M | 1.22% | 0.35% | -10.1% | Q4 2022 |
 SLB | $23.1M | 1.17% | 0.03% | New | Q2 2026 |
 WMS | $22.5M | 1.14% | 0.20% | +19.7% | Q2 2019 |
 ASH | $22.3M | 1.13% | 0.74% | +61.6% | Q2 2013 |
 Q | $22.3M | 1.13% | 0.07% | -19.1% | Q4 2025 |
 CPT | $22.2M | 1.12% | 0.19% | +128.4% | Q2 2018 |
 BJRI | $21.2M | 1.07% | 1.65% | -41.2% | Q4 2016 |
 TFSL | $20.6M | 1.04% | 0.41% | -1.3% | Q2 2013 |
 SAIL | $18.9M | 0.96% | 0.23% | New | Q2 2026 |
 WWD | $17.7M | 0.90% | 0.07% | -3.3% | Q2 2013 |
 TGT | $17.7M | 0.90% | 0.03% | Not reported | Q2 2013 |
 CON | $17.4M | 0.88% | 0.46% | -45.0% | Q3 2024 |
 KWR | $16.9M | 0.85% | 0.62% | +53.2% | Q3 2025 |
 ATO | $16.7M | 0.85% | 0.06% | +8.0% | Q1 2017 |
 BLFS | $16.3M | 0.82% | 1.18% | -9.0% | Q1 2024 |
 MCHP | $16M | 0.81% | 0.03% | -3.3% | Q2 2013 |
 AIT | $15.9M | 0.80% | 0.13% | -3.1% | Q4 2019 |
 NEE | $13.8M | 0.70% | 0.01% | +47.1% | Q3 2015 |
 MC | $13.2M | 0.67% | Not reported | +56.6% | Q2 2015 |
 RRC | $13.1M | 0.66% | 0.15% | -45.8% | Q4 2024 |
 FND | $13M | 0.66% | 0.21% | New | Q2 2026 |
| Q1 2026 | |||||
| BKU | $59.8M | 4.39% | 1.80% | -13.5% | Q1 2014 |
| SKY | $57.1M | 4.19% | 1.39% | -8.2% | Q3 2020 |
| RRX | $46.6M | 3.42% | 0.37% | -14.0% | Q2 2013 |
| HUBG | $41.5M | 3.04% | 1.54% | +22.3% | Q3 2023 |
| EVRG | $35M | 2.57% | 0.19% | -10.1% | Q3 2025 |
| TDY | $34.3M | 2.52% | 0.12% | +4.2% | Q3 2017 |
| MKSI | $34.1M | 2.50% | 0.22% | -35.7% | Q4 2015 |
| SUI | $33.8M | 2.48% | 0.22% | +5.6% | Q3 2023 |
| SMTC | $31.9M | 2.34% | 0.45% | New | Q1 2026 |
| FIBK | $30.5M | 2.24% | 0.94% | -13.2% | Q1 2022 |
| WSC | $29.6M | 2.18% | 0.94% | -5.8% | Q4 2024 |
| SHOO | $29.4M | 2.16% | 1.19% | +7.1% | Q2 2013 |
| RRC | $29.3M | 2.15% | 0.28% | -37.9% | Q4 2024 |
| KN | $27M | 1.98% | 1.23% | -23.1% | Q1 2014 |
| MTN | $26M | 1.91% | 0.57% | +6.0% | Q2 2013 |
| TRNO | $25.4M | 1.87% | 0.39% | -9.0% | Q4 2022 |
| COO | $25.1M | 1.84% | 0.18% | +10.7% | Q2 2013 |
 VSXY | $24.7M | 1.81% | 0.66% | +8.9% | Q1 2024 |
| HAPN | $23.7M | 1.74% | 1.43% | +1.4% | Q4 2024 |
| FAF | $23.1M | 1.70% | 0.38% | -11.6% | Q3 2023 |
| CON | $22.9M | 1.68% | 0.83% | -46.1% | Q3 2024 |
| TECH | $22.8M | 1.67% | 0.28% | -33.4% | Q4 2014 |
 FUL | $21.8M | 1.60% | 0.65% | +32.0% | Q1 2021 |
 TSEM | $21.6M | 1.59% | 0.11% | -61.8% | Q3 2025 |
| BJRI | $20.8M | 1.53% | 2.82% | -7.1% | Q4 2016 |
| DCH | $20.7M | 1.52% | 1.47% | New | Q1 2026 |
| Q | $19.5M | 1.43% | 0.08% | +83.9% | Q4 2025 |
| CP | $19.4M | 1.42% | 0.03% | -22.8% | Q4 2016 |
 MTDR | $18.4M | 1.35% | 0.23% | -7.1% | Q2 2022 |
| ACVA | $16.6M | 1.22% | 2.25% | -7.8% | Q1 2023 |
| ATO | $16.6M | 1.22% | 0.05% | -40.0% | Q1 2017 |
| TFSL | $16.5M | 1.21% | 0.42% | +0.3% | Q2 2013 |
 XYL | $16.4M | 1.21% | 0.06% | +1.2% | Q2 2014 |
| WMS | $16.4M | 1.21% | 0.17% | -12.4% | Q2 2019 |
| WWD | $15.4M | 1.13% | 0.07% | +2.1% | Q2 2013 |
| TTI | $15M | 1.10% | 1.30% | -4.8% | Q4 2025 |
 BURL | $14.7M | 1.08% | 0.07% | -54.0% | Q2 2022 |
 VNT | $13.9M | 1.02% | 0.28% | -53.2% | Q1 2022 |
 XHR | $13.1M | 0.96% | 0.96% | +14.9% | Q4 2020 |
| AIT | $12.9M | 0.94% | 0.13% | +4.8% | Q4 2019 |
| BLFS | $12.1M | 0.89% | 1.30% | Not reported | Q1 2024 |
| MCHP | $11.7M | 0.86% | 0.03% | -0.4% | Q2 2013 |
| ASH | $11.7M | 0.86% | 0.46% | +26.4% | Q2 2013 |
 CIEN | $11.6M | 0.85% | 0.02% | -69.1% | Q2 2014 |
 AME | $11.5M | 0.84% | 0.02% | +2.6% | Q1 2017 |
 TFC | $11.2M | 0.82% | 0.02% | -2.1% | Q3 2021 |
 GPN | $11M | 0.80% | 0.06% | +13.9% | Q3 2024 |
| AAP | $10.7M | 0.78% | 0.34% | +33.4% | Q2 2013 |
 EVR | $10.6M | 0.78% | Not reported | -57.0% | Q2 2013 |
 SXT | $10.3M | 0.76% | 0.28% | +18.2% | Q1 2025 |
| Q4 2025 | |||||
| SKY | $70.6M | 4.55% | 1.50% | +25.9% | Q3 2020 |
| BKU | $68.2M | 4.40% | 2.06% | -0.3% | Q1 2014 |
| RRX | $40.6M | 2.61% | 0.44% | -5.9% | Q2 2013 |
| HUBG | $40.1M | 2.58% | 1.26% | +9.3% | Q3 2023 |
| CON | $38.9M | 2.51% | 1.54% | -5.4% | Q3 2024 |
| TECH | $38.5M | 2.48% | 0.42% | +17.0% | Q4 2014 |
| TSEM | $37.9M | 2.44% | 0.29% | +7471.1% | Q3 2025 |
| MKSI | $36.9M | 2.38% | 0.34% | Not reported | Q4 2015 |
| RRC | $36.8M | 2.37% | 0.44% | +23.8% | Q4 2024 |
| FIBK | $36.5M | 2.35% | 1.04% | +14.3% | Q1 2022 |
| EVRG | $34.4M | 2.22% | 0.21% | +27.3% | Q3 2025 |
| ACVA | $34.1M | 2.20% | 2.46% | +45.0% | Q1 2023 |
| WSC | $34.1M | 2.20% | 1.00% | +40.0% | Q4 2024 |
 GTM | $33.7M | 2.17% | 1.08% | -7.8% | Q4 2024 |
| SHOO | $33.7M | 2.17% | 1.11% | +33.2% | Q2 2013 |
| SUI | $31.5M | 2.03% | 0.21% | -3.7% | Q3 2023 |
| VNT | $31.2M | 2.01% | 0.59% | -2.1% | Q1 2022 |
| HAPN | $30.9M | 1.99% | 1.42% | -1.4% | Q4 2024 |
| KN | $29.3M | 1.89% | 1.61% | -3.8% | Q1 2014 |
| BURL | $28.3M | 1.83% | 0.16% | +17.5% | Q2 2022 |
| EVR | $28.2M | 1.82% | Not reported | -25.0% | Q2 2013 |
| TDY | $27.8M | 1.79% | 0.12% | +7.6% | Q3 2017 |
 HAYW | $27.3M | 1.76% | 0.81% | +2.4% | Q1 2021 |
| TRNO | $26.7M | 1.72% | 0.44% | -3.6% | Q4 2022 |
| FAF | $26.6M | 1.72% | 0.42% | -43.0% | Q3 2023 |
| VSXY | $26.5M | 1.71% | 0.61% | -79.3% | Q1 2024 |
| COO | $26M | 1.68% | 0.16% | +190.1% | Q2 2013 |
| MTN | $25.4M | 1.64% | 0.54% | +83.8% | Q2 2013 |
| BJRI | $25.2M | 1.62% | 3.02% | +55.1% | Q4 2016 |
| ATO | $25.1M | 1.62% | 0.09% | -1.1% | Q1 2017 |
| CP | $23.5M | 1.51% | 0.04% | +22.7% | Q4 2016 |
| CIEN | $22.6M | 1.46% | 0.07% | -46.6% | Q2 2014 |
| WMS | $19.8M | 1.28% | 0.19% | -0.8% | Q2 2019 |
| XYL | $18.5M | 1.19% | 0.06% | -0.5% | Q2 2014 |
| TTI | $17.3M | 1.12% | 1.38% | New | Q4 2025 |
 CLH | $16.3M | 1.05% | 0.13% | -17.0% | Q1 2018 |
| FUL | $15.9M | 1.02% | 0.49% | -28.1% | Q1 2021 |
| TFSL | $15.7M | 1.01% | 0.42% | +0.6% | Q2 2013 |
| MC | $15.2M | 0.98% | Not reported | -8.0% | Q2 2015 |
 COF | $13.5M | 0.87% | 0.01% | -12.0% | Q2 2013 |
| MTDR | $13.3M | 0.86% | 0.25% | -25.0% | Q2 2022 |
 SIMO | $13.3M | 0.86% | 0.11% | New | Q4 2025 |
| WWD | $12.8M | 0.82% | 0.07% | -7.1% | Q2 2013 |
| TFC | $12.2M | 0.79% | 0.02% | -8.5% | Q3 2021 |
| AIT | $11.9M | 0.77% | 0.12% | -6.5% | Q4 2019 |
 CRH | $11.7M | 0.76% | 0.01% | -28.4% | Q4 2014 |
| MCHP | $11.6M | 0.75% | 0.03% | +2.3% | Q2 2013 |
 OMCL | $11.3M | 0.73% | 0.55% | +64.9% | Q2 2016 |
| GPN | $11.1M | 0.71% | 0.06% | +100.6% | Q3 2024 |
 CBRE | $10.9M | 0.70% | 0.02% | -24.0% | Q2 2013 |
| Q3 2025 | |||||
| VSXY | $64.2M | 4.00% | 2.95% | +32.0% | Q1 2024 |
| BKU | $58.6M | 3.65% | 2.04% | +20.9% | Q1 2014 |
| SKY | $50.7M | 3.16% | 1.17% | +7.5% | Q3 2020 |
| FAF | $48.8M | 3.04% | 0.75% | +0.8% | Q3 2023 |
| RRX | $44.1M | 2.74% | 0.46% | +9.9% | Q2 2013 |
| CON | $43.8M | 2.73% | 1.63% | +14.7% | Q3 2024 |
| GTM | $39.3M | 2.44% | 1.15% | +27.4% | Q4 2024 |
| EVR | $37.3M | 2.32% | Not reported | -16.8% | Q2 2013 |
| VNT | $35.9M | 2.24% | 0.59% | -5.5% | Q1 2022 |
| SUI | $34M | 2.12% | 0.21% | -2.1% | Q3 2023 |
| KN | $33.1M | 2.06% | 1.67% | +5.6% | Q1 2014 |
| RRC | $31.7M | 1.98% | 0.35% | +0.8% | Q4 2024 |
| TECH | $31.1M | 1.94% | 0.36% | +7.1% | Q4 2014 |
| HUBG | $29.6M | 1.85% | 1.15% | +14.8% | Q3 2023 |
| TDY | $29.6M | 1.85% | 0.11% | -6.6% | Q3 2017 |
| FIBK | $29.4M | 1.83% | 0.89% | Not reported | Q1 2022 |
| ACVA | $29.1M | 1.81% | 1.71% | +5.3% | Q1 2023 |
| EVRG | $28.4M | 1.77% | 0.16% | New | Q3 2025 |
| WSC | $27.3M | 1.70% | 0.71% | +129.5% | Q4 2024 |
| TRNO | $26.8M | 1.67% | 0.46% | +22.7% | Q4 2022 |
| CIEN | $26.3M | 1.64% | 0.13% | -61.2% | Q2 2014 |
| HAYW | $26.1M | 1.63% | 0.80% | +12.8% | Q1 2021 |
| ATO | $25.8M | 1.61% | 0.09% | -2.1% | Q1 2017 |
| HAPN | $25.2M | 1.57% | 1.44% | +44.3% | Q4 2024 |
| FUL | $22M | 1.37% | 0.69% | +287.2% | Q1 2021 |
 ITRI | $21.3M | 1.33% | 0.37% | -23.4% | Q4 2015 |
| BURL | $21.2M | 1.32% | 0.13% | -27.7% | Q2 2022 |
| SHOO | $20.3M | 1.27% | 0.84% | +254.7% | Q2 2013 |
| XYL | $20.1M | 1.25% | 0.06% | +0.6% | Q2 2014 |
| CLH | $19.4M | 1.21% | 0.16% | -22.4% | Q1 2018 |
| CP | $19.3M | 1.20% | 0.03% | +1.2% | Q4 2016 |
| WMS | $19.1M | 1.19% | 0.19% | +8.5% | Q2 2019 |
| MTDR | $18.8M | 1.17% | 0.34% | -17.8% | Q2 2022 |
 MDB | $17.9M | 1.12% | 0.07% | +897.7% | Q1 2025 |
| MC | $17.2M | 1.07% | Not reported | +23.3% | Q2 2015 |
| MASI | $16.9M | 1.05% | 0.21% | +20.7% | Q2 2024 |
 U | $16.2M | 1.01% | 0.09% | New | Q3 2025 |
| CRH | $15.8M | 0.98% | 0.02% | -8.6% | Q4 2014 |
| MTN | $15.6M | 0.97% | 0.29% | Not reported | Q2 2013 |
 GTLB | $15.5M | 0.97% | Not reported | New | Q3 2025 |
| TFSL | $15.4M | 0.96% | 0.42% | -3.9% | Q2 2013 |
 PTC | $14.8M | 0.92% | 0.06% | -20.4% | Q2 2013 |
| CBRE | $14.1M | 0.88% | 0.03% | -16.8% | Q2 2013 |
| COF | $13.5M | 0.84% | 0.01% | -53.8% | Q2 2013 |
 MHO | $13.3M | 0.83% | 0.35% | New | Q3 2025 |
| AIT | $12.9M | 0.80% | 0.13% | -6.7% | Q4 2019 |
| BJRI | $12.6M | 0.78% | 1.94% | +50.0% | Q4 2016 |
| TFC | $12.4M | 0.77% | 0.02% | -8.7% | Q3 2021 |
| WWD | $11.5M | 0.72% | 0.08% | -13.7% | Q2 2013 |
 MBLY | $11.5M | 0.71% | 0.38% | +27.5% | Q2 2024 |