Reinhart Partners, LLC. Top Holdings and 13F Report (2025) About Reinhart Partners, LLC.Investment ActivityReinhart Partners, LLC. has $2.60 billion in total holdings as of December 31, 2024.Reinhart Partners, LLC. owns shares of 78 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 8.24% of the portfolio was purchased this quarter.About 9.14% of the portfolio was sold this quarter.This quarter, Reinhart Partners, LLC. has purchased 80 new stocks and bought additional shares in 31 stocks.Reinhart Partners, LLC. sold shares of 39 stocks and completely divested from 7 stocks this quarter.Largest Holdings First Citizens BancShares $122,515,601Lantheus $122,280,496Frontdoor $111,396,573U HAUL HOLDING CO $101,271,202Insperity $90,829,573 Largest New Holdings this Quarter iShares Russell 2000 ETF $31,980,331 HoldingAMN Healthcare Services $12,341,310 HoldingTapestry $5,969,099 HoldingMicrochip Technology $5,736,447 HoldingiShares Russell Mid-Cap Value ETF $3,170,568 Holding Largest Purchases this Quarter U HAUL HOLDING CO 510,481 shares (about $32.70M)iShares Russell 2000 ETF 144,731 shares (about $31.98M)InterDigital 164,223 shares (about $31.81M)Axcelis Technologies 348,504 shares (about $24.35M)Maximus 167,019 shares (about $12.47M) Largest Sales this Quarter LPL Financial 91,353 shares (about $29.83M)Wintrust Financial 196,804 shares (about $24.54M)Ryman Hospitality Properties 107,138 shares (about $15.23M)PAR Technology 200,113 shares (about $14.54M)Frontdoor 239,078 shares (about $13.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofReinhart Partners, LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFCNCAFirst Citizens BancShares$122,515,601$2,499,715 ▲2.1%57,9814.7%FinanceLNTHLantheus$122,280,496$11,028,811 ▲9.9%1,366,8734.7%MedicalFTDRFrontdoor$111,396,573$13,070,394 ▼-10.5%2,037,6184.3%ConstructionU HAUL HOLDING CO$101,271,202$32,696,314 ▲47.7%1,581,1273.9%COMNSPInsperity$90,829,573$6,961,097 ▲8.3%1,171,8433.5%Business ServicesAGOAssured Guaranty$90,530,647$2,522,621 ▲2.9%1,005,7843.5%FinanceALAir Lease$76,450,933$2,026,459 ▲2.7%1,585,7902.9%TransportationWTMWhite Mountains Insurance Group$74,441,221$2,133,728 ▼-2.8%38,2722.9%FinanceHLMNHillman Solutions$74,145,499$1,268,859 ▲1.7%7,612,4742.9%ConstructionMMIMarcus & Millichap$73,057,491$2,823,296 ▲4.0%1,909,4912.8%FinanceACIWACI Worldwide$73,049,685$49,917 ▼-0.1%1,407,8152.8%Computer and TechnologyWTFCWintrust Financial$72,904,058$24,543,415 ▼-25.2%584,5892.8%FinanceACLSAxcelis Technologies$72,393,144$24,349,974 ▲50.7%1,036,1122.8%Computer and TechnologyIDCCInterDigital$69,785,366$31,813,307 ▲83.8%360,2382.7%Computer and TechnologyFAFFirst American Financial$65,072,324$1,795,462 ▲2.8%1,042,1582.5%FinanceEEFTEuronet Worldwide$64,496,048$2,141,542 ▲3.4%627,1492.5%FinanceSIMOSilicon Motion Technology$61,386,646$2,992,370 ▲5.1%1,135,7382.4%Computer and TechnologyEHCEncompass Health$60,611,155$1,544,092 ▼-2.5%656,3202.3%MedicalAHCOAdaptHealth$59,660,445$649,378 ▲1.1%6,266,8542.3%MedicalPARPAR Technology$54,259,810$14,542,219 ▼-21.1%746,6602.1%Business ServicesLOPEGrand Canyon Education$54,209,003$874,529 ▲1.6%330,9462.1%Consumer DiscretionaryFHBFirst Hawaiian$52,430,465$11,440,757 ▼-17.9%2,020,4422.0%FinanceASGNASGN$48,936,628$150,512 ▼-0.3%587,1931.9%Computer and TechnologyGMSGMS$45,937,063$1,026,358 ▲2.3%541,5191.8%Retail/WholesaleALEXAlexander & Baldwin$43,814,519$1,491,881 ▼-3.3%2,469,8151.7%FinanceIBOCInternational Bancshares$43,401,020$316,811 ▲0.7%687,1601.7%FinanceMMSMaximus$41,143,014$12,467,958 ▲43.5%551,1461.6%Business ServicesRHPRyman Hospitality Properties$39,220,140$15,230,700 ▼-28.0%275,8881.5%FinanceMODModine Manufacturing$35,336,357$100,163 ▼-0.3%304,8081.4%Auto/Tires/TrucksTHOTHOR Industries$34,469,212$3,911,479 ▲12.8%360,1421.3%ConstructionESIElement Solutions$32,427,341$871,588 ▲2.8%1,275,1611.2%Basic MaterialsGNTXGentex$32,304,110$592,528 ▲1.9%1,124,4031.2%Auto/Tires/TrucksIWMiShares Russell 2000 ETF$31,980,331$31,980,331 ▲New Holding144,7311.2%FinanceSFMSprouts Farmers Market$28,973,361$12,490,982 ▼-30.1%228,0111.1%Retail/WholesaleGXOGXO Logistics$26,105,928$372,273 ▼-1.4%600,1361.0%TransportationCRICarter's$25,348,065$3,044,176 ▼-10.7%467,7631.0%Consumer DiscretionaryTNETTriNet Group$21,246,314$101,027 ▲0.5%234,0680.8%Business ServicesFORMFormFactor$19,510,229$816,685 ▲4.4%443,4140.8%Computer and TechnologySSNCSS&C Technologies$18,006,937$3,561,360 ▼-16.5%237,6210.7%Computer and TechnologyAMGAffiliated Managers Group$13,838,262$2,725,713 ▼-16.5%74,8340.5%FinanceTRUTransUnion$13,583,086$2,651,220 ▼-16.3%146,5120.5%Business ServicesAMNAMN Healthcare Services$12,341,310$12,341,310 ▲New Holding515,9410.5%MedicalPAYCPaycom Software$12,219,089$2,619,108 ▲27.3%59,6140.5%Computer and TechnologyAVTRAvantor$11,615,323$432,778 ▲3.9%551,2730.4%MedicalLPLALPL Financial$11,559,666$29,827,425 ▼-72.1%35,4040.4%FinanceMTBM&T Bank$11,340,200$2,479,100 ▼-17.9%60,3170.4%FinanceALSNAllison Transmission$11,079,732$2,361,655 ▼-17.6%102,5330.4%Auto/Tires/TrucksFMCFMC$11,050,425$1,906,972 ▲20.9%227,3280.4%Consumer StaplesREXRRexford Industrial Realty$10,925,222$174,666 ▲1.6%282,5980.4%FinanceCPTCamden Property Trust$10,592,798$2,120,161 ▼-16.7%91,2860.4%FinanceLKQLKQ$10,264,794$247,070 ▲2.5%279,3140.4%Auto/Tires/TrucksBKRBaker Hughes$10,236,972$2,125,201 ▼-17.2%249,5610.4%EnergyFISFidelity National Information Services$10,040,197$2,169,725 ▼-17.8%124,3060.4%Business ServicesXELXcel Energy$9,878,926$2,208,041 ▼-18.3%146,3110.4%UtilitiesGPNGlobal Payments$9,854,240$2,222,266 ▼-18.4%87,9370.4%Business ServicesLYVLive Nation Entertainment$9,740,565$11,743,404 ▼-54.7%75,2170.4%Consumer DiscretionaryCOLDAmericold Realty Trust$9,729,396$354,041 ▲3.8%454,6450.4%FinanceWSCWillScot Mobile Mini$9,667,376$248,366 ▲2.6%289,0100.4%FinanceFNFFidelity National Financial$9,541,919$1,971,631 ▼-17.1%169,9670.4%FinanceCRLCharles River Laboratories International$9,354,861$2,182,358 ▼-18.9%50,6760.4%MedicalZBHZimmer Biomet$9,163,916$2,347,095 ▲34.4%86,7550.4%MedicalBJBJ's Wholesale Club$8,703,807$4,836,401 ▼-35.7%97,4130.3%Consumer DiscretionaryAFGAmerican Financial Group$8,652,260$1,853,772 ▼-17.6%63,1870.3%FinanceBOKFBOK Financial$8,366,543$4,608,859 ▼-35.5%78,5960.3%FinanceCTSHCognizant Technology Solutions$8,230,911$1,885,433 ▼-18.6%107,0340.3%Computer and TechnologyEXPEagle Materials$7,702,593$1,713,744 ▼-18.2%31,2150.3%ConstructionICEIntercontinental Exchange$7,513,419$1,556,566 ▼-17.2%50,4220.3%FinancePGRProgressive$7,225,024$1,499,732 ▼-17.2%30,1530.3%FinanceKEYSKeysight Technologies$7,004,039$1,394,094 ▼-16.6%43,6040.3%Computer and TechnologyTPRTapestry$5,969,099$5,969,099 ▲New Holding91,3680.2%Retail/WholesaleMCHPMicrochip Technology$5,736,447$5,736,447 ▲New Holding100,0250.2%Computer and TechnologySTSensata Technologies$5,615,384$1,627,094 ▼-22.5%204,9410.2%Computer and TechnologyDGDollar General$5,328,759$1,161,178 ▼-17.9%70,2820.2%Retail/WholesaleSNASnap-on$4,919,673$4,483,108 ▼-47.7%14,4920.2%Consumer DiscretionaryIWSiShares Russell Mid-Cap Value ETF$3,170,568$3,170,568 ▲New Holding245,5130.1%ETFIVViShares Core S&P 500 ETF$1,321,5870.0%2,2450.1%ETFPINCPremier$352,1320.0%16,6100.0%MedicalSPSBSPDR Portfolio Short Term Corporate Bond ETF$283,6700.0%9,5000.0%ETFSRCE1st Source$0$13,984,358 ▼-100.0%00.0%FinanceAREAlexandria Real Estate Equities$0$9,204,739 ▼-100.0%00.0%FinanceIPGInterpublic Group of Companies$0$8,393,645 ▼-100.0%00.0%Business ServicesLLoews$0$7,670,653 ▼-100.0%00.0%FinanceMSFTMicrosoft$0$387,270 ▼-100.0%00.0%Computer and TechnologyINTUIntuit$0$310,500 ▼-100.0%00.0%Computer and TechnologyAXPAmerican Express$0$298,320 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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