CRAMER ROSENTHAL MCGLYNN LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$1.6T
Holdings
93
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (93 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VSCOVICTORIAS SECRET AND CO | 2,363,850 | $64.2B | 4.00% | |
| 2 | BKUBANKUNITED INC | 1,535,274 | $58.6B | 3.65% | |
| 3 | SKYCHAMPION HOMES INC | 663,870 | $50.7B | 3.16% | |
| 4 | FAFFIRST AMERN FINL CORP | 759,621 | $48.8B | 3.04% | |
| 5 | RRXREGAL REXNORD CORPORATION | 307,264 | $44.1B | 2.74% | |
| 6 | CONCONCENTRA GROUP HOLDINGS PAR | 2,091,448 | $43.8B | 2.73% | |
| 7 | SPYSPDR S&P 500 ETF TR | 61,800 | $41.2B | 2.56% | Put |
| 8 | GTMZOOMINFO TECHNOLOGIES INC | 3,598,447 | $39.3B | 2.44% | |
| 9 | EVREVERCORE INC | 110,575 | $37.3B | 2.32% | |
| 10 | VNTVONTIER CORPORATION | 855,912 | $35.9B | 2.24% | |
| 11 | SUISUN CMNTYS INC | 263,937 | $34.0B | 2.12% | |
| 12 | KNKNOWLES CORP | 1,421,713 | $33.1B | 2.06% | |
| 13 | RRCRANGE RES CORP | 843,286 | $31.7B | 1.98% | |
| 14 | TECHBIO-TECHNE CORP | 559,189 | $31.1B | 1.94% | |
| 15 | HUBGHUB GROUP INC | 860,682 | $29.6B | 1.85% | |
| 16 | TDYTELEDYNE TECHNOLOGIES INC | 50,559 | $29.6B | 1.85% | |
| 17 | FIBKFIRST INTST BANCSYSTEM INC | 921,900 | $29.4B | 1.83% | |
| 18 | ACVAACV AUCTIONS INC | 2,934,804 | $29.1B | 1.81% | |
| 19 | EVRGEVERGY INC | 373,032 | $28.4B | 1.77% | |
| 20 | WSCWILLSCOT HLDGS CORP | 1,295,294 | $27.3B | 1.70% | |
| 21 | TRNOTERRENO RLTY CORP | 472,073 | $26.8B | 1.67% | |
| 22 | CIENCIENA CORP | 180,730 | $26.3B | 1.64% | |
| 23 | HAYWHAYWARD HLDGS INC | 1,726,476 | $26.1B | 1.63% | |
| 24 | ATOATMOS ENERGY CORP | 151,365 | $25.8B | 1.61% | |
| 25 | LCLENDINGCLUB CORP | 1,657,356 | $25.2B | 1.57% | |
| 26 | FULFULLER H B CO | 371,650 | $22.0B | 1.37% | |
| 27 | ITRIITRON INC | 171,156 | $21.3B | 1.33% | |
| 28 | BURLBURLINGTON STORES INC | 83,478 | $21.2B | 1.32% | |
| 29 | SHOOMADDEN STEVEN LTD | 607,476 | $20.3B | 1.27% | |
| 30 | XYLXYLEM INC | 136,602 | $20.1B | 1.25% | |
| 31 | CLHCLEAN HARBORS INC | 83,549 | $19.4B | 1.21% | |
| 32 | MBLYMOBILEYE GLOBAL INC | 1,371,547 | $19.4B | 1.21% | Call |
| 33 | CPCANADIAN PACIFIC KANSAS CITY | 259,657 | $19.3B | 1.20% | |
| 34 | WMSADVANCED DRAIN SYS INC DEL | 137,852 | $19.1B | 1.19% | |
| 35 | MTDRMATADOR RES CO | 418,376 | $18.8B | 1.17% | |
| 36 | MDBMONGODB INC | 57,795 | $17.9B | 1.12% | |
| 37 | MCMOELIS & CO | 240,796 | $17.2B | 1.07% | |
| 38 | 3M4MASIMO CORP | 114,605 | $16.9B | 1.05% | |
| 39 | UUNITY SOFTWARE INC | 405,584 | $16.2B | 1.01% | |
| 40 | RHCRH PLC | 131,454 | $15.8B | 0.98% | |
| 41 | MTNVAIL RESORTS INC | 104,123 | $15.6B | 0.97% | |
| 42 | GTLBGITLAB INC | 344,657 | $15.5B | 0.97% | |
| 43 | TFSLTFS FINL CORP | 1,168,210 | $15.4B | 0.96% | |
| 44 | PTCPTC INC | 72,941 | $14.8B | 0.92% | |
| 45 | CBRECBRE GROUP INC | 89,429 | $14.1B | 0.88% | |
| 46 | COFCAPITAL ONE FINL CORP | 63,355 | $13.5B | 0.84% | |
| 47 | MHOM/I HOMES INC | 92,183 | $13.3B | 0.83% | |
| 48 | AITAPPLIED INDL TECHNOLOGIES IN | 49,508 | $12.9B | 0.80% | |
| 49 | BJRIBJS RESTAURANTS INC | 411,750 | $12.6B | 0.78% | |
| 50 | TFCTRUIST FINL CORP | 270,929 | $12.4B | 0.77% | |
| 51 | WWDWOODWARD INC | 45,474 | $11.5B | 0.72% | |
| 52 | MCHPMICROCHIP TECHNOLOGY INC. | 177,495 | $11.4B | 0.71% | |
| 53 | AMEAMETEK INC | 59,666 | $11.2B | 0.70% | |
| 54 | NEENEXTERA ENERGY INC | 147,844 | $11.2B | 0.69% | |
| 55 | CPTCAMDEN PPTY TR | 101,736 | $10.9B | 0.68% | |
| 56 | SCHWSCHWAB CHARLES CORP | 107,601 | $10.3B | 0.64% | |
| 57 | NCNONCINO INC | 375,310 | $10.2B | 0.63% | |
| 58 | CPFCENTRAL PAC FINL CORP | 329,712 | $10.0B | 0.62% | |
| 59 | EXPEAGLE MATLS INC | 41,975 | $9.8B | 0.61% | |
| 60 | CFFNCAPITOL FED FINL INC | 1,536,799 | $9.8B | 0.61% | |
| 61 | SSFSENSIENT TECHNOLOGIES CORP | 102,337 | $9.6B | 0.60% | |
| 62 | RG6ROGERS CORP | 119,308 | $9.6B | 0.60% | |
| 63 | STCSTEWART INFORMATION SVCS COR | 113,971 | $8.4B | 0.52% | |
| 64 | CCCCCC INTELLIGENT SOLUTIONS HL | 905,901 | $8.3B | 0.51% | |
| 65 | JAMFJAMF HLDG CORP | 754,385 | $8.1B | 0.50% | |
| 66 | AVYAVERY DENNISON CORP | 47,252 | $7.7B | 0.48% | |
| 67 | COOCOOPER COS INC | 109,323 | $7.5B | 0.47% | |
| 68 | CPKCHESAPEAKE UTILS CORP | 53,771 | $7.2B | 0.45% | |
| 69 | BOHBANK HAWAII CORP | 107,554 | $7.1B | 0.44% | |
| 70 | FISFIDELITY NATL INFORMATION SV | 105,000 | $6.9B | 0.43% | |
| 71 | IRTINDEPENDENCE RLTY TR INC | 393,210 | $6.4B | 0.40% | |
| 72 | XHRXENIA HOTELS & RESORTS INC | 457,699 | $6.3B | 0.39% | |
| 73 | CTVACORTEVA INC | 90,717 | $6.1B | 0.38% | |
| 74 | MSEXMIDDLESEX WTR CO | 109,416 | $5.9B | 0.37% | |
| 75 | GPNGLOBAL PMTS INC | 71,256 | $5.9B | 0.37% | |
| 76 | VVVVALVOLINE INC | 153,143 | $5.5B | 0.34% | |
| 77 | CDPCOPT DEFENSE PROPERTIES | 180,088 | $5.2B | 0.33% | |
| 78 | DVNDEVON ENERGY CORP NEW | 148,500 | $5.2B | 0.32% | |
| 79 | METAMETA PLATFORMS INC | 6,933 | $5.1B | 0.32% | |
| 80 | KWRQUAKER HOUGHTON | 38,213 | $5.0B | 0.31% | |
| 81 | MZTIMARZETTI COMPANY | 28,904 | $5.0B | 0.31% | |
| 82 | CLWCLEARWATER PAPER CORP | 232,253 | $4.8B | 0.30% | |
| 83 | OMCLOMNICELL COM | 151,368 | $4.6B | 0.29% | |
| 84 | ASHASHLAND INC | 90,305 | $4.3B | 0.27% | |
| 85 | AWNADVANCE AUTO PARTS INC | 64,332 | $3.9B | 0.25% | |
| 86 | IIIVI3 VERTICALS INC | 117,436 | $3.8B | 0.24% | |
| 87 | CSLCARLISLE COS INC | 9,350 | $3.1B | 0.19% | |
| 88 | AVGOBROADCOM INC | 8,127 | $2.7B | 0.17% | |
| 89 | BLFSBIOLIFE SOLUTIONS INC | 96,590 | $2.5B | 0.15% | |
| 90 | TRVCCITIGROUP INC | 20,391 | $2.1B | 0.13% | |
| 91 | CXTCRANE NXT CO | 26,838 | $1.8B | 0.11% | |
| 92 | IBMINTERNATIONAL BUSINESS MACHS | 4,065 | $1.1B | 0.07% | |
| 93 | TSEMTOWER SEMICONDUCTOR LTD | 4,261 | $308.1M | 0.02% |