CRAMER ROSENTHAL MCGLYNN LLC Q2 2019 Filing
Filed August 13, 2019
Portfolio Value
$3.6T
Holdings
117
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (117 positions)
| Stock | Value |
|---|---|
HWCHancock Whitney | $106.2B |
CSLCarlisle Cos Inc | $100.4B |
TNETTriNet Group Inc | $99.5B |
RPMRPM International Inc | $89.8B |
ASBAssociated Banc Corp | $85.5B |
BKUBankUnited Inc | $80.6B |
CLHClean Harbors Inc | $79.9B |
BKHBlack Hills Corp | $76.4B |
CLVTClarivate Analytics PLC | $76.1B |
PFGCPerformance Food Group Co | $73.7B |
GIIIG-III Apparel Group Ltd | $72.5B |
—Cott Corp | $72.5B |
SERVUSDServiceMaster Global Holdings Inc | $70.0B |
PTCPTC Inc | $66.1B |
GRA1EURWR Grace & Co | $58.9B |
CUZCousins Properties Inc | $57.0B |
EQIXEquinix Inc | $56.8B |
PVHPVH Corp | $56.4B |
BUWABio-Rad Laboratories Inc | $54.4B |
NINiSource Inc | $52.1B |
EXPEExpedia Inc | $48.5B |
RGSUSDRegis Corp | $47.6B |
DOVDover Corp | $47.2B |
—GCP Applied Technologies Inc | $46.3B |
APY1USDApergy Corp | $44.1B |
MSFTMicrosoft Corp | $43.9B |
AINAlbany International Corp | $43.1B |
HP5AEquity Commonwealth | $42.1B |
THSTreeHouse Foods Inc | $41.9B |
ETRNUSDEquitrans Midstream Corp | $41.8B |
FLIRFLIR Systems Inc | $41.5B |
AFGAmerican Financial Group Inc | $40.6B |
THGHanover Insurance Group Inc | $40.3B |
—Natus Medical Inc | $39.4B |
ELVAnthem Inc | $38.0B |
SIGISelective Insurance Group Inc | $37.6B |
AWCAmerican Water Works Co Inc | $36.8B |
DHRDanaher Corp | $36.0B |
—SPX Flow Inc | $35.3B |
ATOAtmos Energy Corp | $34.9B |
DEIDouglas Emmett Inc | $34.0B |
AIGAmerican International Group Inc | $33.9B |
TDYTeledyne Technologies Inc | $33.2B |
SFStifel Financial Corp | $33.1B |
—Cree Inc | $32.2B |
CWCurtiss-Wright Corp | $32.0B |
—BancorpSouth Bank | $31.7B |
APDAir Products & Chemicals Inc | $31.4B |
NSRGYNestle SA | $31.3B |
—IHS Markit Ltd | $31.1B |
XYLXylem Inc | $30.9B |
TELTE Connectivity Ltd | $30.6B |
FANGDiamondback Energy Inc | $30.3B |
NDAQNasdaq Inc | $30.1B |
COOCooper Companies Inc | $29.8B |
CVLTCommVault Systems Inc | $29.4B |
CPE3EURCallon Petroleum Co | $29.3B |
HMNHorace Mann Educators Corp | $27.5B |
DXCDXC Technology | $26.3B |
JT5Mueller Water Products Inc | $24.9B |
COKECoca-Cola Consolidated Inc | $24.3B |
SPXCSPX Corp | $24.0B |
CFFNCapitol Federal Financial Inc | $23.5B |
UTXZUnited Technologies Corp | $23.5B |
AATAmerican Assets Trust Inc | $23.1B |
CDPCorporate Office Properties Trust | $23.1B |
STESTERIS PLC | $22.4B |
AVGOBroadcom Inc | $22.3B |
MCHPMicrochip Technology Inc | $22.1B |
—Parsley Energy Inc | $21.5B |
NEENextEra Energy Inc | $20.4B |
JBTJohn Bean Technologies Corp | $20.4B |
SWXSouthwest Gas Holdings Inc | $19.9B |
—Actuant Corp | $19.5B |
TFSLTFS Financial Corp | $19.4B |
BOHBank of Hawaii Corp | $19.0B |
ENVUSDEnvestnet Inc | $18.7B |
BCOVUSDBrightcove Inc | $18.3B |
AMEAmetek Inc | $18.1B |
LITELumentum Holdings Inc | $16.6B |
—Vonage Holdings Corp | $16.6B |
WMSAdvanced Drainage Systems Inc | $16.4B |
MHKMohawk Industries Inc | $16.4B |
JELDJELD-WEN Holding Inc | $16.0B |
DISWalt Disney Company | $15.6B |
EXTRExtreme Networks Inc | $15.5B |
JNJJohnson & Johnson | $15.3B |
—Amalgamated Bank | $15.0B |
AKRAcadia Realty Trust | $14.9B |
—Oritani Financial Corp | $14.0B |
4I1Philip Morris International Inc | $13.8B |
VMCVulcan Materials Co | $13.2B |
—Tufin Software Technologies Ltd | $12.7B |
LKQ1LKQ Corp | $11.8B |
37MMRC Global Inc | $11.4B |
HUMHumana Inc | $10.6B |
—Houghton Mifflin Harcourt Co | $10.5B |
ALTREURAltair Engineering Inc | $9.8B |
CSXCSX Corp | $9.6B |
—Amber Road Inc | $9.3B |
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