Reinhart Partners, LLC.
Annual return '25
+13.1%
SPY '25
+17.7%
Alpha
-4.6ptsvs SPY
Invested
$3.5B
Holdings
70
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 89%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ACLS
AXCELIS TECHNOLOGIES I COM
Q1 2026: Exited (was 1.59M shares)
4.4%
02
$FCNCA
FIRST CTZNS BANCSHS NC CL A
Q1 2026: Exited (was 77.8k shares)
4.2%
03
$SIMO
SILICON MOTION TECH CP SPONSOR
Q1 2026: Exited (was 1.57M shares)
4.2%
04
$MOD
MODINE MFG CO COM
Q1 2026: Exited (was 662.2k shares)
3.7%
05
$IDCC
INTERDIGITAL INC COM
Q1 2026: Exited (was 417.6k shares)
3.7%
06
$PAYC
PAYCOM SOFTWARE INC COM
Q1 2026: Exited (was 598.3k shares)
3.5%
07
$SKWD
SKYWARD SPECIALTY INS COM
Q1 2026: Exited (was 2.42M shares)
3.5%
08
$AHCO
ADAPTHEALTH CORP COMMON STOCK
Q1 2026: Exited (was 8.10M shares)
3.4%
09
$LNTH
LANTHEUS HLDGS INC COM
Q1 2026: Exited (was 1.56M shares)
3.4%
10
$YETI
YETI HLDGS INC COM
Q1 2026: Exited (was 3.04M shares)
3.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:25 UTC.