account_balance
Investment manager · 13F filer · SEC CIK 820743
Cramer Rosenthal Mcglynn LLC
Reported value$1.97Bas of Jun 30, 2026
Positions95 16 new, 7 sold out
Top 10 weight31.4%SKY alone is 4%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SKYChampion Homes Inc
4.3%Added +24%
BKUBankunited Inc
3.9%Added +19%
RRXRegal Rexnord Corporation
3.6%Added +21%
WSCWillscot Hldgs Corp
3.5%Added +39%
MKSIMKS Inc.
3.0%Trimmed −12%
TTITetra Technologies Inc
2.9%Added +188%
TECHBio-techne Corp
2.8%Added +78%
SMTCSemtech Corp
2.7%Trimmed −21%
KNKnowles Corp
2.4%Added +10%
SHOOMadden Steven Ltd
2.4%Added +29%
EVRGEvergy Inc
2.3%Added +22%
GTESGates Indl Corp Ltd
2.3%Added +274%
SKY4.3%BKU3.9%RRX3.6%
WSCWillscot Hldgs Corp
3.5%Added +39%
MKSIMKS Inc.
3.0%Trimmed −12%
TTITetra Technologies Inc
2.9%Added +188%
TECH2.8%SMTC2.7%KN2.4%SHOO2.4%EVRG2.3%GTES2.3%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
SKY Champion Homes Inc 4.3% Added +24%BKU Bankunited Inc 3.9% Added +19%RRX Regal Rexnord Corporation 3.6% Added +21%WSC Willscot Hldgs Corp 3.5% Added +39%MKSI MKS Inc. 3.0% Trimmed −12%TTI Tetra Technologies Inc 2.9% Added +188%TECH Bio-techne Corp 2.8% Added +78%SMTC Semtech Corp 2.7% Trimmed −21%KN Knowles Corp 2.4% Added +10%SHOO Madden Steven Ltd 2.4% Added +29%EVRG Evergy Inc 2.3% Added +22%GTES Gates Indl Corp Ltd 2.3% Added +274%
What changed