CRAMER ROSENTHAL MCGLYNN LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$1.5T
Holdings
84
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (84 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FAFFIRST AMERN FINL CORP | 753,404 | $46.3B | 3.18% | |
| 2 | ACVAACV AUCTIONS INC | 2,787,746 | $45.2B | 3.11% | |
| 3 | BKUBANKUNITED INC | 1,269,835 | $45.2B | 3.11% | |
| 4 | RRXREGAL REXNORD CORPORATION | 279,491 | $40.5B | 2.79% | |
| 5 | SKYCHAMPION HOMES INC | 617,315 | $38.7B | 2.66% | |
| 6 | CIENCIENA CORP | 465,491 | $37.9B | 2.60% | |
| 7 | CONCONCENTRA GROUP HOLDINGS PAR | 1,823,778 | $37.5B | 2.58% | |
| 8 | EVREVERCORE INC | 132,847 | $35.9B | 2.47% | |
| 9 | SUISUN CMNTYS INC | 269,569 | $34.1B | 2.34% | |
| 10 | RRCRANGE RES CORP | 836,894 | $34.0B | 2.34% | |
| 11 | VNTVONTIER CORPORATION | 905,221 | $33.4B | 2.30% | |
| 12 | VSCOVICTORIAS SECRET AND CO | 1,791,006 | $33.2B | 2.28% | |
| 13 | BOHBANK HAWAII CORP | 487,469 | $32.9B | 2.26% | |
| 14 | ITRIITRON INC | 223,512 | $29.4B | 2.02% | |
| 15 | NINISOURCE INC | 724,284 | $29.2B | 2.01% | |
| 16 | COFCAPITAL ONE FINL CORP | 137,168 | $29.2B | 2.01% | |
| 17 | GTMZOOMINFO TECHNOLOGIES INC | 2,824,646 | $28.6B | 1.97% | |
| 18 | TDYTELEDYNE TECHNOLOGIES INC | 54,157 | $27.7B | 1.91% | |
| 19 | BURLBURLINGTON STORES INC | 115,453 | $26.9B | 1.85% | |
| 20 | TECHBIO-TECHNE CORP | 521,989 | $26.9B | 1.85% | |
| 21 | HUBGHUB GROUP INC | 749,532 | $25.1B | 1.72% | |
| 22 | SSFSENSIENT TECHNOLOGIES CORP | 253,241 | $24.9B | 1.72% | |
| 23 | CLHCLEAN HARBORS INC | 107,704 | $24.9B | 1.71% | |
| 24 | MTDRMATADOR RES CO | 509,133 | $24.3B | 1.67% | |
| 25 | ATOATMOS ENERGY CORP | 154,588 | $23.8B | 1.64% | |
| 26 | KNKNOWLES CORP | 1,346,346 | $23.7B | 1.63% | |
| 27 | EXPEAGLE MATLS INC | 114,019 | $23.0B | 1.58% | |
| 28 | TRNOTERRENO RLTY CORP | 384,834 | $21.6B | 1.48% | |
| 29 | HAYWHAYWARD HLDGS INC | 1,530,674 | $21.1B | 1.45% | |
| 30 | CPCANADIAN PACIFIC KANSAS CITY | 256,547 | $20.3B | 1.40% | |
| 31 | AVGOBROADCOM INC | 71,945 | $19.8B | 1.36% | |
| 32 | CPTCAMDEN PPTY TR | 175,728 | $19.8B | 1.36% | |
| 33 | XYLXYLEM INC | 135,774 | $17.6B | 1.21% | |
| 34 | 3M4MASIMO CORP | 94,939 | $16.0B | 1.10% | |
| 35 | PTCPTC INC | 91,601 | $15.8B | 1.09% | |
| 36 | TFSLTFS FINL CORP | 1,216,027 | $15.7B | 1.08% | |
| 37 | WSCWILLSCOT HLDGS CORP | 564,295 | $15.5B | 1.06% | |
| 38 | 37MMRC GLOBAL INC | 1,112,002 | $15.2B | 1.05% | |
| 39 | BLFSBIOLIFE SOLUTIONS INC | 704,155 | $15.2B | 1.04% | |
| 40 | CBRECBRE GROUP INC | 107,493 | $15.1B | 1.04% | |
| 41 | WMSADVANCED DRAIN SYS INC DEL | 127,002 | $14.6B | 1.00% | |
| 42 | AVYAVERY DENNISON CORP | 83,056 | $14.6B | 1.00% | |
| 43 | LCLENDINGCLUB CORP | 1,148,348 | $13.8B | 0.95% | |
| 44 | RHCRH PLC | 143,777 | $13.2B | 0.91% | |
| 45 | WWDWOODWARD INC | 52,679 | $12.9B | 0.89% | |
| 46 | TFCTRUIST FINL CORP | 296,797 | $12.8B | 0.88% | |
| 47 | GPNGLOBAL PMTS INC | 157,616 | $12.6B | 0.87% | |
| 48 | AITAPPLIED INDL TECHNOLOGIES IN | 53,034 | $12.3B | 0.85% | |
| 49 | BJRIBJS RESTAURANTS INC | 274,467 | $12.2B | 0.84% | |
| 50 | MCMOELIS & CO | 195,338 | $12.2B | 0.84% | |
| 51 | MCHPMICROCHIP TECHNOLOGY INC. | 172,339 | $12.1B | 0.83% | |
| 52 | AMEAMETEK INC | 66,182 | $12.0B | 0.82% | |
| 53 | MBLYMOBILEYE GLOBAL INC | 637,053 | $11.5B | 0.79% | |
| 54 | ASHASHLAND INC | 220,960 | $11.1B | 0.76% | |
| 55 | HMNHORACE MANN EDUCATORS CORP N | 248,489 | $10.7B | 0.73% | |
| 56 | CFFNCAPITOL FED FINL INC | 1,554,421 | $9.5B | 0.65% | |
| 57 | CCCCCC INTELLIGENT SOLUTIONS HL | 998,755 | $9.4B | 0.65% | |
| 58 | CPFCENTRAL PAC FINL CORP | 333,483 | $9.3B | 0.64% | |
| 59 | SCHWSCHWAB CHARLES CORP | 96,862 | $8.8B | 0.61% | |
| 60 | NCNONCINO INC | 313,168 | $8.8B | 0.60% | |
| 61 | MZTILANCASTER COLONY CORP | 48,306 | $8.3B | 0.57% | |
| 62 | IIIVI3 VERTICALS INC | 284,403 | $7.8B | 0.54% | |
| 63 | RG6ROGERS CORP | 112,337 | $7.7B | 0.53% | |
| 64 | NEENEXTERA ENERGY INC | 107,125 | $7.4B | 0.51% | |
| 65 | FULTFULTON FINL CORP PA | 390,957 | $7.1B | 0.49% | |
| 66 | CTLPCANTALOUPE INC | 619,878 | $6.8B | 0.47% | |
| 67 | CTVACORTEVA INC | 91,377 | $6.8B | 0.47% | |
| 68 | XHRXENIA HOTELS & RESORTS INC | 536,363 | $6.7B | 0.46% | |
| 69 | CPKCHESAPEAKE UTILS CORP | 54,388 | $6.5B | 0.45% | |
| 70 | VVVVALVOLINE INC | 169,504 | $6.4B | 0.44% | |
| 71 | STCSTEWART INFORMATION SVCS COR | 98,286 | $6.4B | 0.44% | |
| 72 | IRTINDEPENDENCE RLTY TR INC | 361,481 | $6.4B | 0.44% | |
| 73 | MSEXMIDDLESEX WTR CO | 110,670 | $6.0B | 0.41% | |
| 74 | FULFULLER H B CO | 95,996 | $5.8B | 0.40% | |
| 75 | CLWCLEARWATER PAPER CORP | 166,609 | $4.5B | 0.31% | |
| 76 | OMCLOMNICELL COM | 153,025 | $4.5B | 0.31% | |
| 77 | METAMETA PLATFORMS INC | 5,965 | $4.4B | 0.30% | |
| 78 | MLMMARTIN MARIETTA MATLS INC | 7,797 | $4.3B | 0.29% | |
| 79 | SHOOMADDEN STEVEN LTD | 171,279 | $4.1B | 0.28% | |
| 80 | CDPCOPT DEFENSE PROPERTIES | 133,313 | $3.7B | 0.25% | |
| 81 | UEURBAN EDGE PPTYS | 134,730 | $2.5B | 0.17% | |
| 82 | TRVCCITIGROUP INC | 29,095 | $2.5B | 0.17% | |
| 83 | MDBMONGODB INC | 5,793 | $1.2B | 0.08% | |
| 84 | IWSISHARES RUSSELL MID CAP VALUE | 5,750 | $759.8M | 0.05% |