CRAMER ROSENTHAL MCGLYNN LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$1.6T
Holdings
88
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (88 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SKYCHAMPION HOMES INC | 835,979 | $70.6B | 4.55% | |
| 2 | BKUBANKUNITED INC | 1,530,877 | $68.2B | 4.40% | |
| 3 | RRXREGAL REXNORD CORPORATION | 289,035 | $40.6B | 2.61% | |
| 4 | HUBGHUB GROUP INC | 940,939 | $40.1B | 2.58% | |
| 5 | CONCONCENTRA GROUP HOLDINGS PAR | 1,977,617 | $38.9B | 2.51% | |
| 6 | TECHBIO-TECHNE CORP | 654,470 | $38.5B | 2.48% | |
| 7 | TSEMTOWER SEMICONDUCTOR LTD | 322,606 | $37.9B | 2.44% | |
| 8 | MKSIMKS INC. | 230,692 | $36.9B | 2.38% | |
| 9 | RRCRANGE RES CORP | 1,044,122 | $36.8B | 2.37% | |
| 10 | FIBKFIRST INTST BANCSYSTEM INC | 1,053,685 | $36.5B | 2.35% | |
| 11 | EVRGEVERGY INC | 474,988 | $34.4B | 2.22% | |
| 12 | ACVAACV AUCTIONS INC | 4,256,681 | $34.1B | 2.20% | |
| 13 | WSCWILLSCOT HLDGS CORP | 1,812,933 | $34.1B | 2.20% | |
| 14 | GTMZOOMINFO TECHNOLOGIES INC | 3,317,575 | $33.7B | 2.17% | |
| 15 | SHOOMADDEN STEVEN LTD | 809,042 | $33.7B | 2.17% | |
| 16 | SUISUN CMNTYS INC | 254,316 | $31.5B | 2.03% | |
| 17 | VNTVONTIER CORPORATION | 837,967 | $31.2B | 2.01% | |
| 18 | LCLENDINGCLUB CORP | 1,634,021 | $30.9B | 1.99% | |
| 19 | KNKNOWLES CORP | 1,367,563 | $29.3B | 1.89% | |
| 20 | BURLBURLINGTON STORES INC | 98,117 | $28.3B | 1.83% | |
| 21 | EVREVERCORE INC | 82,902 | $28.2B | 1.82% | |
| 22 | TDYTELEDYNE TECHNOLOGIES INC | 54,382 | $27.8B | 1.79% | |
| 23 | HAYWHAYWARD HLDGS INC | 1,767,919 | $27.3B | 1.76% | |
| 24 | TRNOTERRENO RLTY CORP | 454,901 | $26.7B | 1.72% | |
| 25 | FAFFIRST AMERN FINL CORP | 433,179 | $26.6B | 1.72% | |
| 26 | VSCOVICTORIAS SECRET AND CO | 489,042 | $26.5B | 1.71% | |
| 27 | COOCOOPER COS INC | 317,160 | $26.0B | 1.68% | |
| 28 | MTNVAIL RESORTS INC | 191,392 | $25.4B | 1.64% | |
| 29 | BJRIBJS RESTAURANTS INC | 638,555 | $25.2B | 1.62% | |
| 30 | ATOATMOS ENERGY CORP | 149,679 | $25.1B | 1.62% | |
| 31 | CPCANADIAN PACIFIC KANSAS CITY | 318,711 | $23.5B | 1.51% | |
| 32 | CIENCIENA CORP | 96,564 | $22.6B | 1.46% | |
| 33 | WMSADVANCED DRAIN SYS INC DEL | 136,818 | $19.8B | 1.28% | |
| 34 | XYLXYLEM INC | 135,909 | $18.5B | 1.19% | |
| 35 | TTITETRA TECHNOLOGIES INC DEL | 1,849,606 | $17.3B | 1.12% | |
| 36 | CLHCLEAN HARBORS INC | 69,318 | $16.3B | 1.05% | |
| 37 | FULFULLER H B CO | 267,221 | $15.9B | 1.02% | |
| 38 | TFSLTFS FINL CORP | 1,174,685 | $15.7B | 1.01% | |
| 39 | MCMOELIS & CO | 221,463 | $15.2B | 0.98% | |
| 40 | COFCAPITAL ONE FINL CORP | 55,748 | $13.5B | 0.87% | |
| 41 | MTDRMATADOR RES CO | 313,922 | $13.3B | 0.86% | |
| 42 | SIMOSILICON MOTION TECHNOLOGY CO | 143,604 | $13.3B | 0.86% | |
| 43 | WWDWOODWARD INC | 42,236 | $12.8B | 0.82% | |
| 44 | TFCTRUIST FINL CORP | 247,952 | $12.2B | 0.79% | |
| 45 | AITAPPLIED INDL TECHNOLOGIES IN | 46,279 | $11.9B | 0.77% | |
| 46 | RHCRH PLC | 94,143 | $11.7B | 0.76% | |
| 47 | MCHPMICROCHIP TECHNOLOGY INC. | 181,633 | $11.6B | 0.75% | |
| 48 | OMCLOMNICELL COM | 249,562 | $11.3B | 0.73% | |
| 49 | GPNGLOBAL PMTS INC | 142,967 | $11.1B | 0.71% | |
| 50 | CBRECBRE GROUP INC | 67,934 | $10.9B | 0.70% | |
| 51 | XHRXENIA HOTELS & RESORTS INC | 768,276 | $10.9B | 0.70% | |
| 52 | AMEAMETEK INC | 52,123 | $10.7B | 0.69% | |
| 53 | CFFNCAPITOL FED FINL INC | 1,476,256 | $10.1B | 0.65% | |
| 54 | RG6ROGERS CORP | 108,665 | $9.9B | 0.64% | |
| 55 | CPFCENTRAL PAC FINL CORP | 316,731 | $9.9B | 0.64% | |
| 56 | ASHASHLAND INC | 165,795 | $9.7B | 0.63% | |
| 57 | AVYAVERY DENNISON CORP | 53,156 | $9.7B | 0.62% | |
| 58 | SSFSENSIENT TECHNOLOGIES CORP | 100,889 | $9.5B | 0.61% | |
| 59 | MBLYMOBILEYE GLOBAL INC | 878,237 | $9.2B | 0.59% | |
| 60 | CPTCAMDEN PPTY TR | 79,885 | $8.8B | 0.57% | |
| 61 | NCNONCINO INC | 306,706 | $7.9B | 0.51% | |
| 62 | STCSTEWART INFORMATION SVCS COR | 109,449 | $7.7B | 0.50% | |
| 63 | QQNITY ELECTRONICS INC | 91,752 | $7.5B | 0.48% | |
| 64 | IWSRUS MIDCAP VALUE ETF | 50,389 | $7.1B | 0.46% | |
| 65 | BOHBANK HAWAII CORP | 103,275 | $7.1B | 0.46% | |
| 66 | VVVVALVOLINE INC | 231,086 | $6.7B | 0.43% | |
| 67 | IRTINDEPENDENCE RLTY TR INC | 378,113 | $6.6B | 0.43% | |
| 68 | CPKCHESAPEAKE UTILS CORP | 51,630 | $6.4B | 0.42% | |
| 69 | AWNADVANCE AUTO PARTS INC | 151,878 | $6.0B | 0.38% | |
| 70 | CCCCCC INTELLIGENT SOLUTIONS HL | 743,172 | $5.9B | 0.38% | |
| 71 | CTVACORTEVA INC | 83,333 | $5.6B | 0.36% | |
| 72 | MSEXMIDDLESEX WTR CO | 105,066 | $5.3B | 0.34% | |
| 73 | WSTWEST PHARMACEUTICAL SVSC INC | 18,387 | $5.1B | 0.33% | |
| 74 | KWRQUAKER HOUGHTON | 36,751 | $5.0B | 0.33% | |
| 75 | EXPEAGLE MATLS INC | 20,281 | $4.2B | 0.27% | |
| 76 | CLWCLEARWATER PAPER CORP | 223,412 | $3.9B | 0.25% | |
| 77 | ITRIITRON INC | 39,747 | $3.7B | 0.24% | |
| 78 | IUSVCORE S&P US VALUE | 33,282 | $3.4B | 0.22% | |
| 79 | IWMRUSSELL 2000 ETF | 13,045 | $3.2B | 0.21% | |
| 80 | VIAVVIAVI SOLUTIONS INC | 156,692 | $2.8B | 0.18% | |
| 81 | MZTIMARZETTI COMPANY | 15,742 | $2.6B | 0.17% | |
| 82 | IIIVI3 VERTICALS INC | 99,143 | $2.5B | 0.16% | |
| 83 | SCHWSCHWAB CHARLES CORP | 21,536 | $2.2B | 0.14% | |
| 84 | TRVCCITIGROUP INC | 18,223 | $2.1B | 0.14% | |
| 85 | AVGOBROADCOM INC | 4,064 | $1.4B | 0.09% | |
| 86 | DHRDANAHER CORPORATION | 4,747 | $1.1B | 0.07% | |
| 87 | NEENEXTERA ENERGY INC | 6,887 | $552.0M | 0.04% | |
| 88 | CXTCRANE NXT CO | 5,656 | $266.0M | 0.02% |