REINHART PARTNERS, LLC.
13F filer · CIK 1080298 · Mequon, WI
Summary
REINHART PARTNERS, LLC. reported $4.38B across 72 positions in its 13F for 2026 Q2, filed Jul 8, 2026. The largest holdings are SIMO (7.4%), LNTH (4.1%), ACLS (4.0%). Versus 2026 Q1, leaving options aside, it opened 5 new positions, added to 27, trimmed 38 and sold out of 3.
Reported value$4.38B
Positions72
Report period2026 Q2
FiledJul 8, 2026
New positions5
Added27
Trimmed38
Sold out3
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 7.4%Value $322.02MPrice $276.16Shares 966K -26.48%Since Jun 30 -17.15%
Weight 4.1%Value $177.44MPrice $99.51Shares 1.60M +2.20%Since Jun 30 -10.30%
Weight 4.0%Value $175.94MPrice $128.69Shares 929K -43.98%Since Jun 30 -32.07%
Weight 4.0%Value $175.25MPrice $2073Shares 84K +7.55%Since Jun 30 -0.37%
Weight 3.9%Value $168.89MPrice $53.48Shares 2.89M +4.09%Since Jun 30 -8.35%
Weight 3.7%Value $162.42MPrice $42.55Shares 3.28M +5.10%Since Jun 30 -14.14%
Weight 3.5%Value $153.32MPrice $218.58Shares 1.22M +20.10%Since Jun 30 +73.92%
Weight 3.4%Value $148.38MPrice $183.72Shares 556K -7.57%Since Jun 30 -31.20%
Weight 3.1%Value $136.49MPrice $46.52Shares 3.30M +12.09%Since Jun 30 +12.61%
Weight 3.0%Value $130.67MPrice $73.38Shares 1.68M +3.99%Since Jun 30 -5.43%
Weight 3.0%Value $130.36MPrice $324.30Shares 460K +9.03%Since Jun 30 +14.54%
Weight 2.9%Value $126.36MPrice $147.59Shares 883K +36.89%Since Jun 30 +3.13%
Weight 2.8%Value $121.92MPrice $48.59Shares 2.42M +8.48%Since Jun 30 -3.38%
Weight 2.7%Value $119.09MPrice $63.76Shares 1.63M +9.17%Since Jun 30 -12.88%
Weight 2.7%Value $117.70MPrice $168.42Shares 569K -16.62%Since Jun 30 -18.57%
Weight 2.6%Value $112.58MPrice $53.45Shares 1.95M +6.44%Since Jun 30 -7.37%
Weight 2.6%Value $111.91MPrice $23.15Shares 3.96M +2.01%Since Jun 30 -18.02%
Weight 2.4%Value $106.58MPrice $53.07Shares 1.98M +131.84%Since Jun 30 -1.28%
Weight 2.4%Value $106.54MPrice $64.03Shares 1.55M +1.87%Since Jun 30 -6.65%
Weight 2.4%Value $104.86MPrice $72.80Shares 1.41M -2.40%Since Jun 30 -2.36%
Weight 2.3%Value $102.35MPrice $136.25Shares 640K -44.82%Since Jun 30 -14.81%
Weight 2.3%Value $99.90MPrice $68.97Shares 1.25M -3.18%Since Jun 30 -13.96%
Weight 2.1%Value $94.15MPrice $7.11Shares 11.16M -2.52%Since Jun 30 -15.76%
Weight 2.1%Value $93.39MPrice $123.89Shares 684KSince Jun 30 -9.21%
Weight 2.1%Value $92.27MPrice $2022Shares 44K +19.01%Since Jun 30 -2.55%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 7.4% | $322.02M | -17.15% | -26.48% | Trim | |
| 4.1% | $177.44M | -10.30% | +2.20% | Add | |
| 4.0% | $175.94M | -32.07% | -43.98% | Trim | |
| 4.0% | $175.25M | -0.37% | +7.55% | Add | |
| 3.9% | $168.89M | -8.35% | +4.09% | Add | |
| 3.7% | $162.42M | -14.14% | +5.10% | Add | |
| 3.5% | $153.32M | +73.92% | +20.10% | Add | |
| 3.4% | $148.38M | -31.20% | -7.57% | Trim | |
| 3.1% | $136.49M | +12.61% | +12.09% | Add | |
| 3.0% | $130.67M | -5.43% | +3.99% | Add | |
| 3.0% | $130.36M | +14.54% | +9.03% | Add | |
| 2.9% | $126.36M | +3.13% | +36.89% | Add | |
| 2.8% | $121.92M | -3.38% | +8.48% | Add | |
| 2.7% | $119.09M | -12.88% | +9.17% | Add | |
| 2.7% | $117.70M | -18.57% | -16.62% | Trim | |
| 2.6% | $112.58M | -7.37% | +6.44% | Add | |
| 2.6% | $111.91M | -18.02% | +2.01% | Add | |
| 2.4% | $106.58M | -1.28% | +131.84% | Add | |
| 2.4% | $106.54M | -6.65% | +1.87% | Add | |
| 2.4% | $104.86M | -2.36% | -2.40% | Trim | |
| 2.3% | $102.35M | -14.81% | -44.82% | Trim | |
| 2.3% | $99.90M | -13.96% | -3.18% | Trim | |
| 2.1% | $94.15M | -15.76% | -2.52% | Trim | |
| 2.1% | $93.39M | -9.21% | — | New | |
| 2.1% | $92.27M | -2.55% | +19.01% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.