Reinhart Partners, Inc. has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.56 Billion distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Lantheus Holdings, Inc. with a value of $136M, Frontdoor, Inc. with a value of $109M, First Citizens Bancshares Inc with a value of $104M, Insperity, Inc. with a value of $95.2M, and Wintrust Financial Corp with a value of $84.8M.
Examining the 13F form we can see an increase of $247M in the current position value, from $2.31B to 2.56B.
Below you can find more details about Reinhart Partners, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$2.56 Billion
Financial Services: $634 Million
Technology: $463 Million
Industrials: $430 Million
Healthcare: $291 Million
Consumer Cyclical: $275 Million
Real Estate: $212 Million
Consumer Defensive: $102 Million
Basic Materials: $70.8 Million
Other: $78.5 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions