Reinhart Partners, Llc. 13F 持仓 · 2026年Q3
Reinhart Partners 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 72 只证券，申报市值合计 41.11 亿美元。前几大持仓：SIMO（6.26%）、PAYC（5.45%）、MOD（4.46%）。本季前 25 大持仓中：新建仓 2 只、增持 7 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SIMO | SILICON MOTION TECH CP SPONSOR | $257.5M | 6.26% | 919,626 | 减持 |
| 2 | PAYC | PAYCOM SOFTWARE INC COM | $224.0M | 5.45% | 1.0M | 减持 |
| 3 | MOD | MODINE MFG CO COM | $183.5M | 4.46% | 980,220 | 增持 |
| 4 | FCNCA | FIRST CTZNS BANCSHS NC CL A | $169.4M | 4.12% | 82,235 | 减持 |
| 5 | LOPE | GRAND CANYON ED INC COM | $164.5M | 4.00% | 1.1M | 增持 |
| 6 | YETI | YETI HLDGS INC COM | $159.6M | 3.88% | 3.9M | 增持 |
| 7 | SKWD | SKYWARD SPECIALTY INS COM | $152.5M | 3.71% | 2.9M | 减持 |
| 8 | NSP | INSPERITY INC COM | $151.7M | 3.69% | 3.3M | 减持 |
| 9 | IDCC | INTERDIGITAL INC COM | $149.0M | 3.63% | 457,070 | 减持 |
| 10 | ACLS | AXCELIS TECHNOLOGIES I COM | $139.1M | 3.38% | 1.1M | 增持 |
| 11 | LNTH | LANTHEUS HLDGS INC COM | $120.2M | 2.92% | 1.2M | 减持 |
| 12 | FTDR | FRONTDOOR INC COM | $109.6M | 2.67% | 1.5M | 减持 |
| 13 | EEFT | EURONET WORLDWIDE INC COM | $103.1M | 2.51% | 1.6M | 增持 |
| 14 | UHALB | U HAUL HOLDING CO | $102.1M | 2.48% | 1.9M | 减持 |
| 15 | MMS | MAXIMUS INC COM | $101.2M | 2.46% | 1.9M | 减持 |
| 16 | FORM | FORMFACTOR INC COM | $98.5M | 2.40% | 659,667 | 增持 |
| 17 | FAF | FIRST AMERN FINL CORP COM | $93.2M | 2.27% | 1.5M | 减持 |
| 18 | WTM | WHITE MTNS INS GRP LTD COM | $88.2M | 2.15% | 43,959 | 减持 |
| 19 | IBP | INSTALLED BLDG PRODS I COM | $87.1M | 2.12% | 454,005 | 新建仓 |
| 20 | DORM | DORMAN PRODUCTS INC COM | $85.4M | 2.08% | 696,562 | 增持 |
| 21 | VVX | V2X INC COM | $83.3M | 2.03% | 1.2M | 减持 |
| 22 | AGO | ASSURED GUARANTY LTD COM | $80.5M | 1.96% | 1.2M | 减持 |
| 23 | MSGS | MADISON SQUARE GRDN SP CL A | $78.0M | 1.90% | 192,388 | 减持 |
| 24 | OSW | ONESPAWORLD HOLDINGS L COM | $77.3M | 1.88% | 3.4M | 减持 |
| 25 | CTRI | CENTURI HOLDINGS INC COM SHS | $76.7M | 1.87% | 3.8M | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR