Cramer Rosenthal Mcglynn LLC
Annual return '25
+13.4%
SPY '25
+17.7%
Alpha
-4.4ptsvs SPY
Invested
$1.4B
Holdings
86
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 66%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BKU
BANKUNITED INC
Q1 2026: Exited (was 1.53M shares)
4.4%
02
$SKY
CHAMPION HOMES INC
Q1 2026: Sold 97.6% (836.0k → 20.0k shares)
4.2%
03
$RRX
REGAL REXNORD CORPORATION
Q1 2026: Exited (was 289.0k shares)
3.4%
04
$HUBG
HUB GROUP INC
Q1 2026: Exited (was 940.9k shares)
3.0%
05
$EVRG
EVERGY INC
Q1 2026: Exited (was 475.0k shares)
2.6%
06
$TDY
TELEDYNE TECHNOLOGIES INC
Q1 2026: Exited (was 54.4k shares)
2.5%
07
$MKSI
MKS INC.
Q1 2026: Exited (was 230.7k shares)
2.5%
08
$SUI
SUN CMNTYS INC
Q1 2026: Exited (was 254.3k shares)
2.5%
09
$SMTC
SEMTECH CORP
Q1 2026: New position (29.6k shares)
2.3%
10
$FIBK
FIRST INTST BANCSYSTEM INC
Q1 2026: Exited (was 1.05M shares)
2.2%
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 13:20 UTC.