Reinhart Partners, Inc. Portfolio Holdings
Reinhart Partners, Inc.
- $2.78 Billion
- Q2 2025
Reinhart Partners, Inc. has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.78 Billion distributed in 74 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Citizens Bancshares Inc with a value of $136M, Lantheus Holdings, Inc. with a value of $115M, Silicon Motion Technology Corp with a value of $111M, Frontdoor, Inc. with a value of $110M, and Modine Manufacturing CO with a value of $108M.
Examining the 13F form we can see an increase of $194M in the current position value, from $2.58B to 2.78B.
Below you can find more details about Reinhart Partners, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$2.78 Billion
Financial Services: $689 Million
Technology: $598 Million
Industrials: $516 Million
Consumer Cyclical: $320 Million
Healthcare: $246 Million
Real Estate: $151 Million
Communication Services: $102 Million
Consumer Defensive: $65.4 Million
Other: $89.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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