Institutional Fund
Cramer Rosenthal Mcglynn LLC
Stamford, CTCIK 8207435 filings on record
Portfolio Value
$1.36B
Q1 2026
Holdings
86
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-12.2%
from $1.55B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Bankunited Inc4.4%
- Champion Homes Inc4.2%
- Regal Rexnord Corporation3.4%
- Hub Group Inc3.0%
- Evergy Inc2.6%
- Teledyne Technologies Inc2.5%
- Other79.9%
Portfolio Holdings
86 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bankunited Inc | 1.32M | $59.78M | 4.4% | −207.2K | Reduced |
| 2 | Champion Homes Inc | 767.3K | $57.06M | 4.2% | −68.7K | Reduced |
| 3 | Regal Rexnord Corporation | 248.6K | $46.56M | 3.4% | −40.4K | Reduced |
| 4 | Hub Group Inc | 1.15M | $41.47M | 3.0% | +209.8K | Added |
| 5 | Evergy Inc | 426.9K | $34.97M | 2.6% | −48.1K | Reduced |
| 6 | Teledyne Technologies Inc | 56.7K | $34.28M | 2.5% | +2.3K | Added |
| 7 | Mks Inc. | 148.4K | $34.10M | 2.5% | −82.3K | Reduced |
| 8 | Sun Cmntys Inc | 268.5K | $33.82M | 2.5% | +14.2K | Added |
| 9 | Semtech Corp | 414.5K | $31.87M | 2.3% | +414.5K | New |
| 10 | First Intst Bancsystem Inc | 914.2K | $30.53M | 2.2% | −139.5K | Reduced |
76 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio