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REINHART PARTNERS, LLC. · 13F 持仓分析
期权收益计算器 机构排行

REINHART PARTNERS, LLC.

No.1049 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$43.80亿
环比变动 Q1 2026
+$9.01亿+25.9%
持仓股票数
72
新买入
5
加仓
27
减仓
38
清仓
3
持股不变
2
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSILICON MOTION (SPADR REPR 4 SHS)SIMO
7.35%4.24%$3.22亿96.6万股$1.48亿131.4万股-34.8万股-26.48%减仓
LANTHEUSLNTH
4.05%3.41%$1.77亿159.9万股$1.19亿156.5万股+3.5万股+2.20%加仓
AAXCELIS TECHNOLOGIESACLS
4.02%4.44%$1.76亿92.9万股$1.54亿165.8万股-72.9万股-43.98%减仓
FIRST CTZNS BANCSHARES DFCNCA
4%4.24%$1.75亿8.4万股$1.48亿7.8万股+5,909股+7.55%加仓
SKYWARD SPECIALTY INSSKWD
3.86%3.49%$1.69亿289.4万股$1.21亿278.1万股+11.4万股+4.09%加仓
YYETIYETI
3.71%3.28%$1.62亿327.7万股$1.14亿311.8万股+15.9万股+5.10%加仓
PPAYCOM SOFTWAREPAYC
3.5%3.55%$1.53亿122.0万股$1.23亿101.6万股+20.4万股+20.10%加仓
MMODINE MFGMOD
3.39%3.75%$1.48亿55.6万股$1.30亿60.1万股-4.6万股-7.57%减仓
IINSPERITYNSP
3.12%2.29%$1.36亿330.4万股$7,970.6万294.8万股+35.6万股+12.09%加仓
FRONTDOORFTDR
2.98%2.46%$1.31亿168.4万股$8,560.8万162.0万股+6.5万股+3.99%加仓
IINTERDIGITALIDCC
2.98%3.67%$1.30亿46.0万股$1.28亿42.2万股+3.8万股+9.03%加仓
GRAND CANYON EDLOPE
2.88%3.15%$1.26亿88.3万股$1.10亿64.5万股+23.8万股+36.89%加仓
ACI WORLDWIDEACIW
2.78%2.63%$1.22亿242.4万股$9,165.0万223.5万股+18.9万股+8.48%加仓
EURONET WORLDWIDEEEFT
2.72%2.84%$1.19亿162.7万股$9,892.7万149.1万股+13.7万股+9.17%加仓
LANDSTAR SYSLSTR
2.69%3.15%$1.18亿56.9万股$1.09亿68.3万股-11.3万股-16.62%减仓
U HAUL HOLDINGSCL
2.57%2.35%$1.13亿195.1万股$8,188.1万183.3万股+11.8万股+6.44%加仓
ONESPAWORLD LIMITEDOSW
2.56%2.56%$1.12亿396.3万股$8,915.6万388.5万股+7.8万股+2.01%加仓
MAXIMUSMMS
2.43%1.58%$1.07亿198.2万股$5,481.1万85.5万股+112.7万股+131.84%加仓
FIRST AMERN FINLFAF
2.43%2.64%$1.07亿155.3万股$9,192.5万152.5万股+2.9万股+1.87%加仓
VV2XVVX
2.39%2.84%$1.05亿140.6万股$9,870.7万144.1万股-3.5万股-2.40%减仓
FFORMFACTORFORM
2.34%3.23%$1.02亿64.0万股$1.12亿116.0万股-52.0万股-44.82%减仓
ASSURED GUARANTYAGO
2.28%3.01%$9,989.5万124.6万股$1.05亿128.7万股-4.1万股-3.18%减仓
HILLMAN SOLUTIONSHLMN
2.15%2.74%$9,415.1万1,115.5万股$9,520.7万1,144.3万股-28.8万股-2.52%减仓
DORMAN PRODSDORM
2.13%$9,338.6万68.4万股$00股+68.4万股新买入
WHITE MTNS INSWTM
2.11%2.36%$9,226.5万4.4万股$8,214.8万3.7万股+7,106股+19.01%加仓
RYMAN HOSPITALITY PPTYSRHP
2.09%1.85%$9,138.6万71.1万股$6,450.9万69.9万股+1.2万股+1.68%加仓
MADISON SQUARE GARDEN SPCLASS AMSGS
2.05%2.08%$8,968.7万22.3万股$7,231.1万22.5万股-1,796股-0.80%减仓
WINTRUST FINLWTFC
1.93%2.1%$8,472.7万52.7万股$7,288.5万52.5万股+2,592股+0.49%加仓
CCADRECDRE
1.78%1.97%$7,807.1万273.8万股$6,865.9万223.8万股+50.0万股+22.36%加仓
FIRST HAWAIIANFHB
1.78%1.87%$7,796.4万266.1万股$6,509.7万264.2万股+1.9万股+0.72%加仓
AADAPTHEALTHAHCO
1.76%3.45%$7,727.0万741.6万股$1.20亿1,008.2万股-266.6万股-26.45%减仓
OOceaneering Intl Inc ComOII
1.53%$6,679.5万164.8万股$00股+164.8万股新买入
AMERICOLD REALTY TRUSTCOLD
1.31%1.12%$5,758.6万366.3万股$3,899.0万340.2万股+26.1万股+7.67%加仓
INTERNATIONAL BANCSHARES CORIBOC
1.3%1.44%$5,694.6万75.0万股$5,017.9万74.6万股+4,065股+0.55%加仓
INDEPENDENT BK MASSINDB
1.26%1.4%$5,507.8万65.8万股$4,883.5万64.9万股+8,575股+1.32%加仓
IICU MEDICUI
1.05%$4,614.8万31.5万股$00股+31.5万股新买入
EENCOMPASS HEALTH COMEHC
1%1.19%$4,400.8万43.5万股$4,132.5万42.7万股+8,162股+1.91%加仓
SENSATA TECHNOLOGIES PLST
0.18%0.17%$772.3万16.2万股$605.7万17.2万股-1.0万股-5.93%减仓
CCOCA COLA CONSCOKE
0.17%0.23%$748.5万3.9万股$807.9万4.2万股-2,933股-6.96%减仓
CADENCE DESIGN SYSTEM COMAYI
0.17%0.16%$741.1万2.0万股$557.7万2.0万股-228股-1.15%减仓
MICROCHIP TECHNOLOGYMCHP
0.16%0.15%$707.9万7.8万股$539.1万8.3万股-5,825股-6.98%减仓
Camden地产CPT
0.16%0.14%$690.0万6.0万股$495.0万5.1万股+9,576股+18.89%加仓
KEYSIGHT TECHNOLOGIESKEYS
0.15%0.19%$672.1万1.9万股$675.5万2.4万股-4,726股-19.76%减仓
AFFILIATED MANAGERSAMG
0.15%0.21%$665.2万2.0万股$727.3万2.6万股-6,628股-25.22%减仓
环联TRU
0.15%0.2%$660.3万9.2万股$678.5万9.8万股-6,529股-6.66%减仓
TapestryTPR
0.15%0.19%$635.2万4.3万股$654.4万4.6万股-2,977股-6.42%减仓
XCEL ENERGY COMXEL
0.14%0.18%$599.7万7.5万股$628.5万7.9万股-4,440股-5.61%减仓
SMITH A OAOS
0.13%0.19%$576.8万9.2万股$677.1万10.3万股-1.1万股-10.44%减仓
DOLLAR GEN NEWDG
0.12%0.17%$541.1万4.7万股$601.8万5.1万股-3,677股-7.25%减仓
INTERCONTINENTAL EXCHANGE COMICE
0.12%0.17%$533.5万4.3万股$585.5万3.7万股+6,108股+16.41%加仓

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