13FBOX
CRAMER ROSENTHAL MCGLYNN LLC · 13F Holdings
Options Calculator Rankings

CRAMER ROSENTHAL MCGLYNN LLC

No.1761 Data as of 2026Q2
Latest AUM (Q2 2026)
$1.98B
QoQ Change Q1 2026
+$614.2M+45.1%
Holdings
96
New Buys
18
Adds
32
Reduces
46
Exits
8
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CHAMPION HOMES INCSKY
4.24%4.19%$83.7M950,177$57.1M767,276+182,901+23.84%Add
BANKUNITED INCBKU
3.85%4.39%$76.1M1.6M$59.8M1.3M+247,658+18.71%Add
RREGAL REXNORD CORPORATION COMRRX
3.64%3.42%$71.9M301,764$46.6M248,646+53,118+21.36%Add
WWILLSCOT HLDGS CORPWSC
3.47%2.18%$68.6M2.4M$29.6M1.7M+668,306+39.14%Add
MMKS INC.MKSI
2.95%2.5%$58.4M131,194$34.1M148,385-17,191-11.59%Reduce
TTETRA TECHNOLOGIES INC DELTTI
2.91%1.1%$57.4M5.1M$15.0M1.8M+3.3M+187.94%Add
BIO-TECHNE CORPTECH
2.77%1.67%$54.7M774,723$22.8M435,633+339,090+77.84%Add
SSEMTECH CORPSMTC
2.69%2.34%$53.1M328,140$31.9M414,535-86,395-20.84%Reduce
KKNOWLES CORPKN
2.42%1.98%$47.8M1.2M$27.0M1.1M+100,104+9.51%Add
MADDEN STEVEN LTDSHOO
2.38%2.16%$47.0M1.1M$29.4M866,295+249,183+28.76%Add
EVERGY INC COMEVRG
2.28%2.57%$45.1M522,181$35.0M426,900+95,281+22.32%Add
GGATES INDL CORP LTD COM SHS
2.26%$44.7M1.6M$00+1.6MNew Buy
ACV AUCTIONS INCACVA
2.19%1.22%$43.2M6.0M$16.6M3.9M+2.1M+53.15%Add
TELEDYNE TECHNOLOGIES INCTDY
2.06%2.52%$40.7M61,031$34.3M56,655+4,376+7.72%Add
FIRST INTST BANCSYSTEM INCFIBK
2.02%2.24%$39.9M1.0M$30.5M914,214+119,829+13.11%Add
HHUB GROUP INCHUBG
1.91%3.04%$37.7M859,884$41.5M1.2M-290,870-25.28%Reduce
VAIL RESORTS INCMTN
1.87%1.91%$37.0M271,836$26.0M202,908+68,928+33.97%Add
SSOLSTICE ADVANCED MATLS INCSOL
1.85%$36.5M411,697$00+411,697New Buy
VVEECO INSTRS INC DELVECO
1.76%$34.7M457,953$00+457,953New Buy
TIMKEN COTKR
1.73%0.76%$34.1M234,754$10.3M102,335+132,419+129.40%Add
ADVANCE AUTO PARTS INCAAP
1.68%0.78%$33.3M534,592$10.7M202,665+331,927+163.78%Add
SSAIA INCSAIA
1.68%$33.2M78,777$00+78,777New Buy
COOPER COS INCCOO
1.61%1.84%$31.9M444,359$25.1M350,962+93,397+26.61%Add
FIRST AMERN FINL CORPFAF
1.61%1.7%$31.8M463,958$23.1M383,079+80,879+21.11%Add
CANADIAN PACIFIC KANSAS CITYCP
1.56%1.42%$30.9M356,535$19.4M246,105+110,430+44.87%Add
SUN CMNTYS INC COMSUI
1.45%2.48%$28.7M239,019$33.8M268,485-29,466-10.97%Reduce
MMARTEN TRANS LTDMRTN
1.34%$26.4M1.5M$00+1.5MNew Buy
DDAUCH CORPDCH
1.24%1.52%$24.5M4.5M$20.7M3.5M+1.0M+29.86%Add
HHAPPEN INCHAPN
1.24%1.74%$24.5M1.2M$23.7M1.7M-474,009-28.62%Reduce
TERRENO RLTY CORPTRNO
1.22%1.87%$24.1M372,281$25.4M414,018-41,737-10.08%Reduce
SLB LIMITEDSLB
1.17%$23.1M495,974$00+495,974New Buy
ADVANCED DRAIN SYS INC DELWMS
1.14%1.21%$22.5M143,426$16.4M119,850+23,576+19.67%Add
ASHLAND INCASH
1.13%0.86%$22.3M338,743$11.7M209,620+129,123+61.60%Add
QQNITY ELECTRONICS INC COMMON STOCKQ
1.13%1.43%$22.3M136,460$19.5M168,733-32,273-19.13%Reduce
CAMDEN PPTY TRCPT
1.12%0.61%$22.2M193,746$8.3M84,814+108,932+128.44%Add
BJS RESTAURANTS INCBJRI
1.07%1.53%$21.2M348,656$20.8M593,065-244,409-41.21%Reduce
TFS FINL CORPTFSL
1.04%1.21%$20.6M1.2M$16.5M1.2M-14,721-1.25%Reduce
SSAILPOINT INC COMSAIL
0.96%$18.9M1.3M$00+1.3MNew Buy
WOODWARD INCWWD
0.9%1.13%$17.7M41,698$15.4M43,126-1,428-3.31%Reduce
TARGET CORP COMTGT
0.9%$17.7M135,478$00+135,478New Buy
CCONCENTRA GROUP HOLDINGS PARCON
0.88%1.68%$17.4M586,444$22.9M1.1M-478,977-44.96%Reduce
QUAKER HOUGHTONKWR
0.85%0.63%$16.9M106,074$8.6M69,249+36,825+53.18%Add
ATMOS ENERGY CORPATO
0.85%1.22%$16.7M97,107$16.6M89,879+7,228+8.04%Add
BBIOLIFE SOLUTIONS INCBLFS
0.82%0.89%$16.3M575,792$12.1M632,812-57,020-9.01%Reduce
MICROCHIP TECHNOLOGYMCHP
0.81%0.86%$16.0M174,976$11.7M180,894-5,918-3.27%Reduce
APPLIED INDL TECHNOLOGIES INAIT
0.8%0.94%$15.9M46,990$12.9M48,478-1,488-3.07%Reduce
NNEXTERA ENERGY INCNEE
0.7%0.73%$13.8M157,314$9.9M106,951+50,363+47.09%Add
MMOELIS & COMC
0.67%0.54%$13.2M201,323$7.3M128,595+72,728+56.56%Add
RANGE RES CORPRRC
0.66%2.15%$13.1M351,397$29.3M648,464-297,067-45.81%Reduce
FLOOR & DECOR HLDGS INCFND
0.66%$13.0M219,573$00+219,573New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow