Reinhart Partners, LLC. Top Holdings and 13F Report (2025) About Reinhart Partners, LLC.Investment ActivityReinhart Partners, LLC. has $2.74 billion in total holdings as of March 31, 2025.Reinhart Partners, LLC. owns shares of 77 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 18.01% of the portfolio was purchased this quarter.About 8.16% of the portfolio was sold this quarter.This quarter, Reinhart Partners, LLC. has purchased 78 new stocks and bought additional shares in 35 stocks.Reinhart Partners, LLC. sold shares of 35 stocks and completely divested from 5 stocks this quarter.Largest Holdings Insperity $132,422,647First Citizens BancShares $123,223,405Lantheus $117,699,732U HAUL HOLDING CO $103,938,673Assured Guaranty $99,976,802 Largest New Holdings this Quarter 830940102 - Skyward Specialty Insurance Group $49,979,274 Holding515098101 - Landstar System $42,887,083 Holding98585X104 - YETI $35,176,908 Holding464287630 - iShares Russell 2000 Value ETF $3,146,188 Holding Largest Purchases this Quarter Skyward Specialty Insurance Group 944,431 shares (about $49.98M)Modine Manufacturing 571,026 shares (about $43.83M)Landstar System 285,533 shares (about $42.89M)YETI 1,062,746 shares (about $35.18M)Insperity 312,217 shares (about $27.86M) Largest Sales this Quarter Alexander & Baldwin 1,512,013 shares (about $26.05M)Lantheus 160,933 shares (about $15.71M)Sprouts Farmers Market 82,919 shares (about $12.66M)Encompass Health 93,352 shares (about $9.45M)Element Solutions 344,902 shares (about $7.80M) 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 PortfolioSectorNSPInsperity$132,422,647$27,859,117 ▲26.6%1,484,0604.8%Business ServicesFCNCAFirst Citizens BancShares$123,223,405$15,719,286 ▲14.6%66,4594.5%FinanceLNTHLantheus$117,699,732$15,707,059 ▼-11.8%1,205,9404.3%MedicalU HAUL HOLDING CO$103,938,673$10,367,568 ▲11.1%1,756,3143.8%COMAGOAssured Guaranty$99,976,802$11,367,195 ▲12.8%1,134,8103.6%FinanceFTDRFrontdoor$91,004,855$12,719,558 ▲16.2%2,368,6843.3%ConstructionALAir Lease$85,693,726$9,084,212 ▲11.9%1,773,8303.1%TransportationIDCCInterDigital$84,858,890$10,379,678 ▲13.9%410,4423.1%Computer and TechnologyWTMWhite Mountains Insurance Group$81,804,361$8,099,937 ▲11.0%42,4783.0%FinanceFAFFirst American Financial$79,017,016$10,620,182 ▲15.5%1,203,9772.9%FinanceEEFTEuronet Worldwide$78,896,185$11,885,347 ▲17.7%738,3832.9%FinanceAHCOAdaptHealth$78,441,075$10,508,382 ▲15.5%7,236,2622.9%MedicalHLMNHillman Solutions$76,114,712$9,201,064 ▲13.8%8,659,2392.8%ConstructionWTFCWintrust Financial$75,316,511$9,573,610 ▲14.6%669,7182.7%FinanceMMIMarcus & Millichap$74,513,102$8,731,145 ▲13.3%2,162,9352.7%FinanceACLSAxcelis Technologies$71,575,581$20,111,885 ▲39.1%1,441,0222.6%Computer and TechnologyACIWACI Worldwide$71,319,823$5,701,710 ▼-7.4%1,303,5982.6%Computer and TechnologySIMOSilicon Motion Technology$68,978,548$11,555,639 ▲20.1%1,364,2912.5%Computer and TechnologyMODModine Manufacturing$67,220,265$43,826,249 ▲187.3%875,8342.5%Auto/Tires/TrucksLOPEGrand Canyon Education$63,393,085$6,132,861 ▲10.7%366,3922.3%Consumer DiscretionaryMMSMaximus$62,155,917$24,573,282 ▲65.4%911,5112.3%Business ServicesEHCEncompass Health$57,017,448$9,454,699 ▼-14.2%562,9682.1%MedicalFHBFirst Hawaiian$56,844,534$7,464,929 ▲15.1%2,325,8812.1%FinancePARPAR Technology$52,681,449$6,881,308 ▲15.0%858,8431.9%Business ServicesSKWDSkyward Specialty Insurance Group$49,979,274$49,979,274 ▲New Holding944,4311.8%FinanceIBOCInternational Bancshares$49,042,553$5,710,269 ▲13.2%777,7131.8%FinanceGMSGMS$46,553,286$6,930,365 ▲17.5%636,2351.7%Retail/WholesaleLSTRLandstar System$42,887,083$42,887,083 ▲New Holding285,5331.6%TransportationASGNASGN$41,970,515$4,965,600 ▲13.4%665,9871.5%Computer and TechnologyRHPRyman Hospitality Properties$39,984,276$14,757,057 ▲58.5%437,2731.5%FinanceYETIYETI$35,176,908$35,176,908 ▲New Holding1,062,7461.3%Consumer DiscretionaryFORMFormFactor$32,692,212$20,148,028 ▲160.6%1,155,6101.2%Computer and TechnologyTHOTHOR Industries$29,016,583$1,714,216 ▲6.3%382,7541.1%ConstructionGXOGXO Logistics$28,372,948$4,919,626 ▲21.0%726,0221.0%TransportationSFMSprouts Farmers Market$22,146,868$12,656,771 ▼-36.4%145,0920.8%Retail/WholesaleESIElement Solutions$21,033,166$7,798,238 ▼-27.0%930,2590.8%Basic MaterialsAMNAMN Healthcare Services$18,221,294$5,601,385 ▲44.4%744,9430.7%MedicalALEXAlexander & Baldwin$16,502,935$26,051,994 ▼-61.2%957,8020.6%FinancePAYCPaycom Software$15,271,445$2,247,054 ▲17.3%69,8990.6%Computer and TechnologySSNCSS&C Technologies$12,305,370$7,543,081 ▼-38.0%147,3170.4%Computer and TechnologyAMGAffiliated Managers Group$11,802,984$771,429 ▼-6.1%70,2430.4%FinanceTRUTransUnion$11,247,885$911,147 ▼-7.5%135,5330.4%Business ServicesLKQLKQ$11,184,306$697,698 ▼-5.9%262,9130.4%Auto/Tires/TrucksLPLALPL Financial$10,671,647$910,432 ▼-7.9%32,6210.4%FinanceREXRRexford Industrial Realty$10,637,522$426,187 ▼-3.9%271,7120.4%FinanceCPTCamden Property Trust$10,272,234$892,057 ▼-8.0%83,9920.4%FinanceFNFFidelity National Financial$10,235,884$825,537 ▼-7.5%157,2820.4%FinanceBKRBaker Hughes$10,187,908$780,288 ▼-7.1%231,8070.4%EnergyMTBM&T Bank$10,107,347$674,240 ▼-6.3%56,5450.4%FinanceAVTRAvantor$9,980,870$1,044,735 ▲11.7%615,7230.4%MedicalXELXcel Energy$9,558,826$798,510 ▼-7.7%135,0310.3%UtilitiesCOLDAmericold Realty Trust$9,508,594$248,077 ▼-2.5%443,0850.3%FinanceALSNAllison Transmission$9,231,942$577,367 ▼-5.9%96,4980.3%Auto/Tires/TrucksLYVLive Nation Entertainment$9,166,766$655,123 ▼-6.7%70,2000.3%Consumer DiscretionaryZBHZimmer Biomet$9,088,972$730,015 ▼-7.4%80,3050.3%MedicalFMCFMC$9,072,668$518,304 ▼-5.4%215,0430.3%Consumer StaplesTPRTapestry$8,797,658$2,364,438 ▲36.8%124,9490.3%Retail/WholesaleEXPEagle Materials$8,770,608$1,843,115 ▲26.6%39,5200.3%ConstructionFISFidelity National Information Services$8,704,589$578,543 ▼-6.2%116,5590.3%Business ServicesICEIntercontinental Exchange$8,149,091$548,724 ▼-6.3%47,2410.3%FinanceGPNGlobal Payments$8,038,025$572,732 ▼-6.7%82,0880.3%Business ServicesPGRProgressive$7,846,536$687,156 ▼-8.1%27,7250.3%FinanceAFGAmerican Financial Group$7,763,842$535,075 ▼-6.4%59,1130.3%FinanceBOKFBOK Financial$7,655,075$530,752 ▼-6.5%73,5000.3%FinanceCTSHCognizant Technology Solutions$7,630,179$557,914 ▼-6.8%99,7410.3%Computer and TechnologyCRLCharles River Laboratories International$7,336,613$291,104 ▼-3.8%48,7420.3%MedicalSTSensata Technologies$7,062,930$2,089,015 ▲42.0%291,0150.3%Computer and TechnologyBJBJ's Wholesale Club$6,921,711$4,193,030 ▼-37.7%60,6640.3%Consumer DiscretionaryMCHPMicrochip Technology$6,575,144$1,732,933 ▲35.8%135,8220.2%Computer and TechnologyKEYSKeysight Technologies$6,096,288$434,337 ▼-6.7%40,7040.2%Computer and TechnologyDGDollar General$5,978,459$201,448 ▼-3.3%67,9910.2%Retail/WholesaleSNASnap-on$4,547,129$336,662 ▼-6.9%13,4930.2%Consumer DiscretionaryIWNiShares Russell 2000 Value ETF$3,146,188$3,146,188 ▲New Holding20,8380.1%ETFWSCWillScot Mobile Mini$2,972,843$5,061,620 ▼-63.0%106,9370.1%FinanceIVViShares Core S&P 500 ETF$1,261,4660.0%2,2450.0%ETFPINCPremier$320,2410.0%16,6100.0%MedicalSPSBSPDR Portfolio Short Term Corporate Bond ETF$285,9500.0%9,5000.0%ETFGNTXGentex$0$32,304,110 ▼-100.0%00.0%Auto/Tires/TrucksIWMiShares Russell 2000 ETF$0$31,980,331 ▼-100.0%00.0%FinanceCRICarter's$0$25,348,065 ▼-100.0%00.0%Consumer DiscretionaryTNETTriNet Group$0$21,246,314 ▼-100.0%00.0%Business ServicesIWSiShares Russell Mid-Cap Value ETF$0$3,170,568 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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