Cramer Rosenthal Mcglynn LLC Portfolio Holdings

Cramer Rosenthal Mcglynn LLC

  • $1.38 Billion
  • Q2 2025

Cramer Rosenthal Mcglynn LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.38 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First American Financial Corp with a value of $46.3M, Acv Auctions Inc. with a value of $45.2M, Bank United, Inc. with a value of $45.2M, Regal Rexnord Corp with a value of $40.5M, and Skyline Champion Corp with a value of $38.7M.

Examining the 13F form we can see an increase of $60.5M in the current position value, from $1.32B to 1.38B.

Cramer Rosenthal Mcglynn LLC is based out at Greenwich, CT

Below you can find more details about Cramer Rosenthal Mcglynn LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.38 Billion
Financial Services: $298 Million
Technology: $270 Million
Industrials: $224 Million
Consumer Cyclical: $160 Million
Real Estate: $109 Million
Basic Materials: $80.5 Million
Energy: $80 Million
Utilities: $73 Million
Other: $76 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.66B
$46.3 Million 3.35% of portfolio
753,404
Q2 2025 Reduced 0.27%
$1.29B
$45.2 Million 3.27% of portfolio
2,787,746
Q2 2025 Added 2.55%
$2.89B
$45.2 Million 3.27% of portfolio
1,269,835
Q2 2025 Added 57.46%
$9.51B
$40.5 Million 2.93% of portfolio
279,491
Q2 2025 Added 2.77%
$3.99B
$38.7 Million 2.8% of portfolio
617,315
Q2 2025 Added 11.48%
$14.2B
$37.9 Million 2.74% of portfolio
465,491
Q2 2025 Added 16.67%
$12.1B
$35.9 Million 2.59% of portfolio
132,847
Q2 2025 Added 43.21%
$15.6B
$34.1 Million 2.47% of portfolio
269,569
Q2 2025 Added 0.93%
$8.94B
$34 Million 2.46% of portfolio
836,894
Q2 2025 Added 77.35%
$6.64B
$33.4 Million 2.42% of portfolio
905,221
Q2 2025 Added 1.34%
$1.8B
$33.2 Million 2.4% of portfolio
1,791,006
Q2 2025 Added 27.3%
$2.62B
$32.9 Million 2.38% of portfolio
487,469
Q2 2025 Reduced 4.19%
$5.69B
$29.4 Million 2.13% of portfolio
223,512
Q2 2025 Added 120.27%
$17.2B
$29.2 Million 2.11% of portfolio
724,284
Q2 2025 Reduced 13.39%
$83.2B
$29.2 Million 2.11% of portfolio
137,168
Q2 2025 Added 38.77%
$4.09B
$28.7 Million 2.07% of portfolio
2,824,646
Q2 2025 Added 38.0%
$18.3B
$26.9 Million 1.94% of portfolio
115,453
Q2 2025 Added 32.85%
$2.07B
$26.9 Million 1.94% of portfolio
521,989
Q2 2025 Reduced 7.4%
$1.17B
$25.1 Million 1.81% of portfolio
749,532
Q2 2025 Added 15.01%
$4.97B
$24.9 Million 1.8% of portfolio
253,241
Q2 2025 Added 67.52%
$13.2B
$24.9 Million 1.8% of portfolio
107,704
Q2 2025 Reduced 14.11%
$5.59B
$24.3 Million 1.76% of portfolio
509,133
Q2 2025 Reduced 4.11%
$1.87B
$23.7 Million 1.72% of portfolio
1,346,346
Q2 2025 Added 35.85%
$23.2B
$23.8 Million 1.72% of portfolio
154,588
Q2 2025 Reduced 4.51%
$8.61B
$23 Million 1.67% of portfolio
114,019
Q2 2025 Added 1.72%
$4.08B
$21.6 Million 1.56% of portfolio
384,834
Q2 2025 Reduced 6.34%
$3.39B
$21.1 Million 1.53% of portfolio
1,530,674
Q2 2025 Reduced 15.33%
$11.2B
$19.8 Million 1.43% of portfolio
175,728
Q2 2025 Reduced 0.35%
$127B
$19.8 Million 1.43% of portfolio
71,945
Q2 2025 Added 63.14%
$25.8B
$17.6 Million 1.27% of portfolio
135,774
Q2 2025 Added 16.2%
$7.89B
$16 Million 1.16% of portfolio
94,939
Q2 2025 Reduced 37.4%
$3.65B
$15.7 Million 1.14% of portfolio
1,216,027
Q2 2025 Reduced 12.43%
$24B
$15.8 Million 1.14% of portfolio
91,601
Q2 2025 Reduced 16.34%
$5.28B
$15.5 Million 1.12% of portfolio
564,295
Q2 2025 Added 155.33%
$1.16B
$15.2 Million 1.1% of portfolio
1,112,002
Q2 2025 Reduced 14.67%
$1.03B
$15.2 Million 1.1% of portfolio
704,155
Q2 2025 Added 2.89%
$50.1B
$15.1 Million 1.09% of portfolio
107,493
Q2 2025 Reduced 2.05%
$11.4B
$14.6 Million 1.06% of portfolio
127,002
Q2 2025 Reduced 6.47%
$14.2B
$14.6 Million 1.05% of portfolio
83,056
Q2 2025 Reduced 7.3%
$1.62B
$13.8 Million 1.0% of portfolio
1,148,348
Q2 2025 Added 4.85%
$15.1B
$12.9 Million 0.93% of portfolio
52,679
Q2 2025 Reduced 25.55%
$58.4B
$12.8 Million 0.92% of portfolio
296,797
Q2 2025 Reduced 25.95%
$22.8B
$12.6 Million 0.91% of portfolio
157,616
Q2 2025 Reduced 41.06%
$10.4B
$12.3 Million 0.89% of portfolio
53,034
Q2 2025 Added 5.66%
$805M
$12.2 Million 0.89% of portfolio
274,467
Q2 2025 Reduced 22.46%
$35.6B
$12.1 Million 0.88% of portfolio
172,339
Q2 2025 Reduced 7.43%
$4.49B
$12.2 Million 0.88% of portfolio
195,338
Q2 2025 Added 70.01%
$42.5B
$12 Million 0.87% of portfolio
66,182
Q2 2025 Added 2.71%
$0
$11.5 Million 0.83% of portfolio
637,053
Q2 2025 Added 116.68%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $1.38 Billion
  • Prior Value $1.32 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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