CRAMER ROSENTHAL MCGLYNN LLC Q1 2019 Filing
Filed May 14, 2019
Portfolio Value
$4.2T
Holdings
127
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (127 positions)
| Stock | Value |
|---|---|
TNETTriNet Group Inc | $122.0M |
ASBAssociated Banc Corp | $113.9M |
CSLCarlisle Cos Inc | $112.5M |
GIIIG-III Apparel Group Ltd | $104.6M |
PVHPVH Corp | $100.8M |
SERVUSDServiceMaster Global Holdings Inc | $93.2M |
PTCPTC Inc | $81.9M |
PFGCPerformance Food Group Co | $76.3M |
RPMRPM International Inc | $74.9M |
BKHBlack Hills Corp | $74.4M |
MSFTMicrosoft Corp | $70.1M |
HWCHancock Whitney | $68.7M |
GRA1EURWR Grace & Co | $68.2M |
CLHClean Harbors Inc | $66.6M |
EQIXEquinix Inc | $66.0M |
DOVDover Corp | $65.7M |
BKUBankUnited Inc | $64.6M |
—GCP Applied Technologies Inc | $62.2M |
DHRDanaher Corp | $61.3M |
WFCWells Fargo & Co | $59.7M |
—Cott Corp | $58.7M |
APY1USDApergy Corp | $57.9M |
—Allergan PLC | $56.4M |
UTXZUnited Technologies Corp | $56.4M |
BUWABio-Rad Laboratories Inc | $54.8M |
RGSUSDRegis Corp | $54.6M |
NINiSource Inc | $53.5M |
ELVAnthem Inc | $53.2M |
EXPEExpedia Inc | $52.5M |
—Cousins Properties Inc | $52.2M |
TELTE Connectivity Ltd | $50.3M |
ATOAtmos Energy Corp | $49.8M |
THSTreeHouse Foods Inc | $46.5M |
NSRGYNestle SA | $44.8M |
HP5AEquity Commonwealth | $44.6M |
EPCEdgewell Personal Care Co | $44.4M |
XYLXylem Inc | $40.7M |
NDAQNasdaq Inc | $39.9M |
APDAir Products & Chemicals Inc | $39.2M |
—Cree Inc | $38.6M |
—IHS Markit Ltd | $37.9M |
THGHanover Insurance Group Inc | $37.1M |
ETRNUSDEquitrans Midstream Corp | $36.3M |
AVGOBroadcom Inc | $35.7M |
NEENextEra Energy Inc | $35.4M |
CVLTCommVault Systems Inc | $34.8M |
CPE3EURCallon Petroleum Co | $34.5M |
SFStifel Financial Corp | $34.5M |
AWCAmerican Water Works Co Inc | $34.1M |
MCHPMicrochip Technology Inc | $33.8M |
FLIRFLIR Systems Inc | $33.7M |
MTNVail Resorts Inc | $33.2M |
—Natus Medical Inc | $32.7M |
DXCDXC Technology | $32.3M |
COKECoca-Cola Consolidated Inc | $32.2M |
KEYKeyCorp | $31.8M |
TDYTeledyne Technologies Inc | $31.7M |
—BancorpSouth Bank | $31.6M |
LITELumentum Holdings Inc | $31.5M |
—Parsley Energy Inc | $29.8M |
CWCurtiss-Wright Corp | $29.3M |
FANGDiamondback Energy Inc | $29.1M |
CDPCorporate Office Properties Trust | $29.0M |
CSXCSX Corp | $27.8M |
—SPX Flow Inc | $27.7M |
COOCooper Companies Inc | $27.0M |
DEIDouglas Emmett Inc | $26.8M |
MIDDMiddleby Corporation | $26.1M |
SPXCSPX Corp | $25.9M |
AIGAmerican International Group Inc | $25.1M |
OMCLOmnicell Inc | $24.6M |
CFFNCapitol Federal Financial Inc | $23.4M |
AATAmerican Assets Trust Inc | $23.0M |
JT5Mueller Water Products Inc | $22.6M |
JNJJohnson & Johnson | $21.3M |
—Houghton Mifflin Harcourt Co | $20.6M |
HMNHorace Mann Educators Corp | $20.0M |
HUMHumana Inc | $20.0M |
AINAlbany International Corp | $20.0M |
STESTERIS PLC | $19.9M |
BKIEURBlack Knight Inc | $19.7M |
JBTJohn Bean Technologies Corp | $19.7M |
—Actuant Corp | $19.7M |
OXYOccidental Petroleum Corp | $19.0M |
SWXSouthwest Gas Holdings Inc | $18.7M |
BOHBank of Hawaii Corp | $18.5M |
EXTRExtreme Networks Inc | $18.4M |
ENVUSDEnvestnet Inc | $18.3M |
—Vonage Holdings Corp | $18.2M |
TFSLTFS Financial Corp | $18.2M |
AMEAmetek Inc | $17.1M |
BCOVUSDBrightcove Inc | $15.2M |
AKRAcadia Realty Trust | $15.2M |
MHKMohawk Industries Inc | $14.9M |
AFGAmerican Financial Group Inc | $14.1M |
—Amalgamated Bank | $13.7M |
4I1Philip Morris International Inc | $13.7M |
JELDJELD-WEN Holding Inc | $13.6M |
ESRTEmpire State Realty Trust Inc | $12.9M |
—Keane Group Inc | $12.2M |
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