account_balance
Investment manager · 13F filer · SEC CIK 1080298
Reinhart Partners, LLC.
Reported value$4.38Bas of Jun 30, 2026
Positions72 5 new, 3 sold out
Top 10 weight40.0%SIMO alone is 7%
FiledJul 88 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SIMOSilicon Motion Tech Cp Sponsor
7.4%Trimmed −26%
LNTHLantheus Hldgs Inc Com
4.1%Added +2%
ACLSAxcelis Technologies I Com
4.0%Trimmed −44%
FCNCAFirst Ctzns Bancshs Nc Cl A
4.0%Added +8%
SKWDSkyward Specialty Ins Com
3.9%Added +4%
YETIYeti Hldgs Inc Com
3.7%Added +5%
PAYCPaycom Software Inc Com
3.5%Added +20%
MODModine MFG Co Com
3.4%Trimmed −8%
NSPInsperity Inc Com
3.1%Added +12%
FTDRFrontdoor Inc Com
3.0%Added +4%
IDCCInterdigital Inc Com
3.0%Added +9%
LOPEGrand Canyon Ed Inc Com
2.9%Added +37%
SIMOSilicon Motion Tech Cp Sponsor
7.4%Trimmed −26%
LNTH4.1%ACLS4.0%FCNCAFirst Ctzns Bancshs Nc Cl A
4.0%Added +8%
SKWDSkyward Specialty Ins Com
3.9%Added +4%
YETIYeti Hldgs Inc Com
3.7%Added +5%
PAYC3.5%MOD3.4%NSP3.1%FTDR3.0%IDCC3.0%LOPE2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SIMO Silicon Motion Tech Cp Sponsor 7.4% Trimmed −26%LNTH Lantheus Hldgs Inc Com 4.1% Added +2%ACLS Axcelis Technologies I Com 4.0% Trimmed −44%FCNCA First Ctzns Bancshs Nc Cl A 4.0% Added +8%SKWD Skyward Specialty Ins Com 3.9% Added +4%YETI Yeti Hldgs Inc Com 3.7% Added +5%PAYC Paycom Software Inc Com 3.5% Added +20%MOD Modine MFG Co Com 3.4% Trimmed −8%NSP Insperity Inc Com 3.1% Added +12%FTDR Frontdoor Inc Com 3.0% Added +4%IDCC Interdigital Inc Com 3.0% Added +9%LOPE Grand Canyon Ed Inc Com 2.9% Added +37%
What changed