CRAMER ROSENTHAL MCGLYNN LLC Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$2.2B

Holdings

102

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (102 positions)

StockValue
NVSTENVISTA HLDGS CORP
$75.6M
APY1EURCHAMPIONX CORP
$65.5M
CLHCLEAN HARBORS, INC.
$57.2M
VNTVONTIER CORPORATION
$55.3M
BURLBURLINGTON STORES INC.
$52.1M
LKQ1LKQ CORPORATION
$51.0M
LWLAMB WESTON HLDGS INC
$50.4M
CLVTCLARIVATE PLC
$49.8M
KEXKIRBY CORP
$49.3M
TENBTENABLE HOLDINGS INC
$45.2M
ACAARCOSA INC
$44.6M
HP5AEQUITY COMMONWEALTH
$43.0M
SHOOMADDEN(STEVEN)LTD
$42.3M
SKYSKYLINE CHAMPION CORPORATION
$40.2M
PTCPTC INC
$38.9M
BUWABIO-RAD LABORATORIES, INC.
$38.8M
ASHASHLAND INC
$37.7M
ENVUSDENVESTNET INC
$34.9M
REEVEREST RE GROUP
$34.9M
AFGAMERICAN FINANCIAL GROUP, INC.
$34.4M
VMIVALMONT INDUSTRIES, INC.
$34.3M
TRNOTERRENO RLTY CORP COM
$34.2M
IWNISHARES RUSSELL 2000 VAL ETF
$33.8M
PXDEURPIONEER NATURAL RESOURCES CO
$31.8M
CIENCIENA CORPORATION
$31.6M
CADECADENCE BK
$31.3M
NINISOURCE INC.
$30.8M
RPMRPM INTERNATIONAL INC.
$30.3M
CP.TOCANADIAN PAC RY LTD
$30.3M
BKHBLACK HILLS CORPORATION
$29.5M
QDELQUIDELORTHO CORP
$28.8M
WMSADVANCED DRAINAGE SYSTEM INC
$27.5M
XIFRNEXTERA ENERGY PARTNERS LP
$26.3M
VACMARRIOTT VACATIONS WORLDWIDE CORP
$26.2M
CTVACORTEVA INC
$24.4M
TDYTELEDYNE TECHNOLOGIES INC
$23.5M
WBSWEBSTER FINANCIAL CORPORATION
$23.0M
BJRIBJS RESTAURANTS IN
$22.6M
UEURBAN EDGE PROPERTIES
$22.5M
EXPEAGLE MATERIALS INC.
$22.3M
ENSENERSYS
$22.1M
ABCAM PLC
$21.8M
FIBKFIRST INTERSTATE B
$21.1M
NEENEXTERA ENERGY INC
$20.4M
LPLALPL FINL HLDGS INC
$19.9M
HMNHORACE MANN EDUCATORS CORPORATION
$19.6M
LMATLEMAITRE VASCULAR
$19.4M
MCHPMICROCHIP TECH INC
$18.9M
TWNKEURHOSTESS BRANDS INC
$18.6M
OLLIOLLIES BARGAIN OUTLET HLDGS INC
$18.6M
MCMOELIS & COMPANY
$18.6M
WRBW.R. BERKLEY CORPORATION
$17.7M
ATOATMOS ENERGY CORPORATION
$17.5M
AMEAMETEK INC
$17.2M
MLMMARTIN MARIETTA MATERIALS INC
$16.4M
CVBFCVB FINANCIAL
$16.3M
MORNMORNINGSTAR INC
$16.3M
JRVRJAMES RIVER GROUP HOLDINGS
$16.1M
WWDWOODWARD INC
$16.0M
SPXCSPX TECHNOLOGIES INC
$15.7M
MTDRMATADOR RESOURCES COMPANY
$15.2M
RRXREGAL REXNORD CORPORATION
$14.0M
SMPLSIMPLY GOOD FOODS COMPANY
$13.9M
HUMHUMANA INC
$13.9M
STCSTEWART INFORMATION SVCS CORP
$13.8M
BUSDBARNES GROUP INC.
$13.4M
NWNNORTHWEST NATURAL HOLDING COMPANY
$13.2M
HTOSJW GROUP
$12.7M
HWCHANCOCK WHITNEY CORPORATION
$12.6M
CPFCENTRAL PAC FINL
$12.4M
DHRDANAHER CORP
$12.1M
AITAPPLIED INDL TECHS
$11.5M
AGYSAGILYSYS INC
$11.3M
JBIJANUS INTERNATIONAL GROUP INC
$10.6M
MSFTMICROSOFT CORP
$10.6M
DWDMORGAN STANLEY
$10.4M
QCOMQUALCOMM INC
$10.4M
BKNGBOOKING HLDGS INC
$9.3M
JAMFJAMF HLDG CORP
$8.9M
FULH.B. FULLER COMPANY
$8.6M
RHRH
$8.4M
XHRXENIA HOTELS & RESORTS INC
$8.2M
ELESTEE LAUDER COMPANIES INC
$7.9M
TFSLTFS FINANCIAL CORP
$7.7M
MAMASTERCARD INC
$7.3M
HTBKHERITAGE COMMERCE CORP
$6.8M
BCBEURPRIMO WTR CORP CDA
$6.4M
MRO*MARATHON OIL CORPORATION
$6.4M
STTSTATE STREET CORP
$6.1M
METAMETA PLATFORMS INC
$6.0M
COINCOINBASE GLOBAL INC
$5.2M
ACVAACV AUCTIONS INC CL A
$4.5M
TFCTRUIST FINANCIAL CORP
$4.1M
JNJJOHNSON & JOHNSON
$3.7M
GEGENERAL ELECTRIC CO
$3.5M
HAYWHAYWARD HLDGS INC
$2.8M
SCHWCHARLES SCHWAB CORP
$2.5M
AIGAMERICAN INTL GRP INC
$2.5M
AMALAMALGAMATED FINL CORP
$2.4M
OGSONE GAS, INC.
$2.3M
Page 1 of 2Next