CRAMER ROSENTHAL MCGLYNN LLC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$2.0B

Holdings

101

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (101 positions)

StockValue
APY1EURCHAMPIONX CORPORATION
$65.2M
VNTVONTIER CORPORATION
$61.3M
ACAARCOSA INC
$58.6M
NVSTENVISTA HOLDINGS CORPORATION
$57.7M
KEXKIRBY CORP
$49.1M
LKQ1LKQ CORP
$48.6M
CLHCLEAN HARBORS INC
$45.1M
CLVTCLARIVATE PLC
$42.3M
LWLAMB WESTON HLDGS INC
$42.0M
BURLBURLINGTON STORES INC
$39.9M
ABCAM PLC
$39.1M
PTCPTC INC
$38.9M
SHOOMADDEN STEVEN LTD
$38.8M
TENBTENABLE HLDGS INC
$38.5M
HP5AEQUITY COMWLTH
$38.2M
WMSADVANCED DRAIN SYS INC DEL
$37.4M
ASHASHLAND INC
$36.9M
REEVEREST RE GROUP LTD
$34.2M
ENVUSDENVESTNET INC
$31.1M
QDELQUIDELORTHO CORP
$31.1M
SKYSKYLINE CHAMPION CORPORATION
$30.6M
AFGAMERICAN FINL GROUP INC OHIO
$30.3M
RPMRPM INTL INC
$30.2M
PXDEURPIONEER NAT RES CO
$29.9M
CPCANADIAN PACIFIC KANSAS CITY
$29.5M
ENSENERSYS
$28.2M
NINISOURCE INC
$27.3M
EXPEAGLE MATLS INC
$27.2M
CIENCIENA CORP
$26.6M
XIFRNEXTERA ENERGY PARTNERS LP
$26.0M
CADECADENCE BANK
$25.8M
BUWABIO RAD LABS INC
$25.6M
MCMOELIS & CO
$25.5M
BKHBLACK HILLS CORP
$24.0M
UEURBAN EDGE PPTYS
$23.8M
TRNOTERRENO RLTY CORP
$23.7M
WWDWOODWARD INC
$21.7M
MLMMARTIN MARIETTA MATLS INC
$21.5M
WBSWEBSTER FINL CORP
$20.3M
BJRIBJS RESTAURANTS INC
$19.9M
TDYTELEDYNE TECHNOLOGIES INC
$19.6M
NEENEXTERA ENERGY INC
$19.4M
LPLALPL FINL HLDGS INC
$19.4M
TFSLTFS FINL CORP
$17.8M
MCHPMICROCHIP TECHNOLOGY INC.
$17.7M
ATOATMOS ENERGY CORP
$17.1M
MTDRMATADOR RES CO
$16.0M
WRBBERKLEY W R CORP
$15.5M
TWNKEURHOSTESS BRANDS INC
$15.3M
SPXCSPX TECHNOLOGIES INC
$15.2M
FISFIDELITY NATL INFORMATION SV
$14.9M
HMNHORACE MANN EDUCATORS CORP N
$14.9M
AMEAMETEK INC
$14.8M
VMIVALMONT INDS INC
$14.7M
FIBKFIRST INTST BANCSYSTEM INC
$14.6M
MORNMORNINGSTAR INC
$14.4M
RRXREGAL REXNORD CORPORATION
$13.9M
MSFTMICROSOFT CORP
$12.8M
CTVACORTEVA INC
$12.8M
CPFCENTRAL PAC FINL CORP
$12.5M
HUMHUMANA INC
$12.3M
JRVRJAMES RIV GROUP LTD
$12.2M
STCSTEWART INFORMATION SVCS COR
$12.2M
OLLIOLLIES BARGAIN OUTLET HLDGS
$11.9M
DHRDANAHER CORPORATION
$11.0M
RHRH
$10.9M
HWCHANCOCK WHITNEY CORPORATION
$10.7M
LMATLEMAITRE VASCULAR INC
$10.4M
AGYSAGILYSYS INC
$10.4M
SMPLSIMPLY GOOD FOODS CO
$10.3M
HAYWHAYWARD HLDGS INC
$10.1M
AITAPPLIED INDL TECHNOLOGIES IN
$9.8M
RG6ROGERS CORP
$9.7M
NWNNORTHWEST NAT HLDG CO
$9.6M
ACVAACV AUCTIONS INC
$9.5M
HTOSJW GROUP
$9.4M
KVUEKENVUE INC
$9.2M
DWDMORGAN STANLEY
$9.0M
ECVTECOVYST INC
$8.7M
JT5MUELLER WTR PRODS INC
$8.1M
ELLAUDER ESTEE COS INC
$7.7M
QCOMQUALCOMM INC
$7.7M
MAMASTERCARD INCORPORATED
$6.7M
MRO*MARATHON OIL CORP
$6.5M
METAMETA PLATFORMS INC
$6.4M
GEGENERAL ELECTRIC CO
$6.2M
HTBKHERITAGE COMM CORP
$5.4M
JBTJOHN BEAN TECHNOLOGIES CORP
$5.0M
TRSTTRUSTCO BK CORP N Y
$4.4M
JBIJANUS INTERNATIONAL GROUP IN
$4.2M
BKNGBOOKING HOLDINGS INC
$3.8M
BCBEURPRIMO WATER CORPORATION
$3.7M
JAMFJAMF HLDG CORP
$3.6M
JNJJOHNSON & JOHNSON
$3.2M
TFCTRUIST FINL CORP
$2.9M
SCHWSCHWAB CHARLES CORP
$2.6M
OGSONE GAS INC
$2.3M
AIGAMERICAN INTL GROUP INC
$2.3M
CRCRANE COMPANY
$1.2M
INTCINTEL CORP
$1.1M
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