Holdings
Reinhart Partners, LLC.
As of Sep 30, 2026, Reinhart Partners, LLC. reported 68 positions worth US$3.85B. Largest: Paycom Software, Inc., Modine Manufacturing Company and First Citizens Bancshares, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Paycom Software, Inc. | 1.03M | US$224M | −191K | Sep 30, 2026 |
| Modine Manufacturing Company | 980K | US$183M | +425K | Sep 30, 2026 |
| First Citizens Bancshares, Inc. | 82,235 | US$169M | −1,971 | Sep 30, 2026 |
| Grand Canyon Education, Inc. | 1.09M | US$165M | +202K | Sep 30, 2026 |
| Yeti Holdings, Inc. | 3.89M | US$160M | +613K | Sep 30, 2026 |
| Skyward Specialty Insurance Group, Inc. | 2.89M | US$153M | −5,708 | Sep 30, 2026 |
| Insperity, Inc. | 3.26M | US$152M | −47,299 | Sep 30, 2026 |
| Interdigital, Inc. | 457K | US$149M | −3,334 | Sep 30, 2026 |
| Axcelis Technologies, Inc. | 1.06M | US$139M | +132K | Sep 30, 2026 |
| Lantheus Holdings, Inc. | 1.21M | US$120M | −391K | Sep 30, 2026 |