CRAMER ROSENTHAL MCGLYNN LLC: 13F holdings
CIK 8207432026Q2
| Positions | 96 |
|---|
| Reported value | $2.0bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 96 (+10 vs prior quarter) |
|---|
| Reported value | $2.0bn (+45.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SKY CHAMPION HOMES INC | 950,177 | $83.7m | 4.2% |
| BKU BANKUNITED INC | 1,571,322 | $76.1m | 3.9% |
| RRX REGAL REXNORD CORPORATION | 301,764 | $71.9m | 3.6% |
| WSC WILLSCOT HLDGS CORP | 2,375,755 | $68.6m | 3.5% |
| MKSI MKS INC. | 131,194 | $58.4m | 3.0% |
| TTI TETRA TECHNOLOGIES INC DEL | 5,070,419 | $57.4m | 2.9% |
| TECH BIO-TECHNE CORP | 774,723 | $54.7m | 2.8% |
| SMTC SEMTECH CORP | 328,140 | $53.1m | 2.7% |
| KN KNOWLES CORP | 1,152,366 | $47.8m | 2.4% |
| SHOO MADDEN STEVEN LTD | 1,115,478 | $47.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="820743")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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