Reinhart Partners, Inc. Portfolio Holdings

Reinhart Partners, Inc.

  • $2.91 Billion
  • Q3 2025

Reinhart Partners, Inc. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.91 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Axcelis Technologies Inc with a value of $157M, Silicon Motion Technology Corp with a value of $142M, Inter Digital, Inc. with a value of $142M, Modine Manufacturing CO with a value of $127M, and First Citizens Bancshares Inc with a value of $126M.

Examining the 13F form we can see an increase of $133M in the current position value, from $2.78B to 2.91B.

Below you can find more details about Reinhart Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.91 Billion
Technology: $683 Million
Financial Services: $681 Million
Industrials: $594 Million
Consumer Cyclical: $329 Million
Healthcare: $188 Million
Communication Services: $152 Million
Real Estate: $141 Million
Consumer Defensive: $65.7 Million
Other: $75 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.24B
$108 Million 3.72% of portfolio
2,202,326
Q3 2025 Added 23.24%
$1.63B
$96.1 Million 3.3% of portfolio
10,471,532
Q3 2025 Added 4.16%
$1.6B
$70.2 Million 2.41% of portfolio
1,922,891
Q3 2025 New
$1.24B
$65.6 Million 2.25% of portfolio
7,327,058
Q3 2025 Added 0.2%
$1.16B
$64.8 Million 2.23% of portfolio
2,208,439
Q3 2025 Reduced 0.29%
$1.65B
$51.7 Million 1.78% of portfolio
890,002
Q3 2025 Added 206.81%
$1.06B
$35.6 Million 1.22% of portfolio
899,677
Q3 2025 Added 1.8%
$1.34B
$7.25 Million 0.25% of portfolio
61,858
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $2.91 Billion
  • Prior Value $2.78 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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