REINHART PARTNERS, LLC.
CIK 1080298 · Holdings on Dec 31, 2023 · First reported Jan 16, 2024
Top ten holdings
Q4 2023- UHAL.B4.73%
- NSP4.55%
- LNTH3.70%
- FCNCA3.55%
- FTDR3.07%
- ACIW3.05%
- AGO2.94%
- WTFC2.92%
- MMI2.80%
- HLMN2.72%
Share classes counted separately34.03%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MMIWeight increased · +0.78 pp2.02% → 2.80%Shares +133.31K (+10.07%)
- SIMOWeight increased · +0.74 pp1.15% → 1.89%Shares +270.20K (+62.76%)
- UHAL.BWeight increased · +0.72 pp4.01% → 4.73%Shares +50.66K (+3.43%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | UHAL.BU-HAUL HOLDING CO-NON VOTING View history and evidence | $107.46M | 4.73% | 1.53M shares | 4.01% → 4.73%+0.72 pp +50.66K (+3.43%) | Added | ↗▾ |
| 02 | NSPINSPERITY INC View history and evidence | $103.46M | 4.55% | 882.62K shares | 4.22% → 4.55%+0.33 pp +49.58K (+5.95%) | Added | ↗▾ |
| 03 | LNTHLANTHEUS HOLDINGS INC View history and evidence | $84.09M | 3.70% | 1.36M shares | 3.25% → 3.70%+0.45 pp +454.75K (+50.44%) | Added | ↗▾ |
| 04 | FCNCAFIRST CITIZENS BCSHS -CL A View history and evidence | $80.60M | 3.55% | 56.80K shares | 3.65% → 3.55%-0.10 pp +5.95K (+11.70%) | Added | ↗▾ |
| 05 | FTDRFRONTDOOR INC View history and evidence | $69.88M | 3.07% | 1.98M shares | 2.84% → 3.07%+0.23 pp +197.02K (+11.02%) | Added | ↗▾ |
| 06 | ACIWACI WORLDWIDE INC View history and evidence | $69.33M | 3.05% | 2.27M shares | 2.42% → 3.05%+0.63 pp +203.35K (+9.86%) | Added | ↗▾ |
| 07 | AGOASSURED GUARANTY LTD View history and evidence | $66.88M | 2.94% | 893.79K shares | 2.60% → 2.94%+0.34 pp +67.61K (+8.18%) | Added | ↗▾ |
| 08 | WTFCWINTRUST FINANCIAL CORP View history and evidence | $66.42M | 2.92% | 716.11K shares | 2.56% → 2.92%+0.36 pp +63.90K (+9.80%) | Added | ↗▾ |
| 09 | MMIMARCUS & MILLICHAP INC View history and evidence | $63.67M | 2.80% | 1.46M shares | 2.02% → 2.80%+0.78 pp +133.31K (+10.07%) | Added | ↗▾ |
| 10 | HLMNHILLMAN SOLUTIONS CORP View history and evidence | $61.87M | 2.72% | 6.72M shares | 2.59% → 2.72%+0.13 pp +663.42K (+10.96%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1080298 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2272693045
}Research all 80 reported holdings.
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