Reinhart Partners, Inc. Portfolio Holdings
Reinhart Partners, Inc.
- $2.52 Billion
- Q4 2024
Reinhart Partners, Inc. has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.52 Billion distributed in 78 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Citizens Bancshares Inc with a value of $123M, Lantheus Holdings, Inc. with a value of $122M, Frontdoor, Inc. with a value of $111M, Insperity, Inc. with a value of $90.8M, and Assured Guaranty LTD with a value of $90.5M.
Examining the 13F form we can see an decrease of $39.8M in the current position value, from $2.56B to 2.52B.
Below you can find more details about Reinhart Partners, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$2.52 Billion
Financial Services: $599 Million
Technology: $461 Million
Industrials: $414 Million
Healthcare: $274 Million
Consumer Cyclical: $266 Million
Real Estate: $177 Million
Consumer Defensive: $97.2 Million
Communication Services: $79.5 Million
Other: $148 Million