Cramer Rosenthal McGlynn LLC holds a diversified book of 86 stocks worth $1.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Semtech Corp and trimmed Bankunited Inc. Their largest long position is Bankunited Inc at 4% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/820743/holdings"
Use Arkolith to show CRAMER ROSENTHAL MCGLYNN LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Bankunited Inc COM | $59.8M | 1.32M | 4.4% | ▼−14% Reduced · −207K sh | |
| 2 | Champion Homes Inc COM | $57.1M | 767.3K | 4.2% | ▼−8.2% Reduced · −69K sh | |
| 3 | Regal Rexnord Corporation COM | $46.6M | 248.6K | 3.4% | ▼−14% Reduced · −40K sh | |
| 4 | Hub Group Inc COM | $41.5M | 1.15M | 3.0% | ▲+22% Added · +210K sh | |
| 5 | Evergy Inc COM | $35.0M | 426.9K | 2.6% | ▼−10% Reduced · −48K sh | |
| 6 | Teledyne Technologies Inc COM | $34.3M | 56.7K | 2.5% | ▲+4.2% Added · +2K sh | |
| 7 | MKS Inc. COM | $34.1M | 148.4K | 2.5% | ▼−36% Reduced · −82K sh | |
| 8 | Sun Cmntys Inc COM | $33.8M | 268.5K | 2.5% | ▲+5.6% Added · +14K sh | |
| 9 | Semtech Corp COM | $31.9M | 414.5K | 2.3% | ▲New New position | |
| 10 | First Intst Bancsystem Inc COM | $30.5M | 914.2K | 2.2% | ▼−13% Reduced · −139K sh | |
| 11 | Willscot Hldgs Corp COM | $29.6M | 1.71M | 2.2% | ▼−5.8% Reduced · −105K sh | |
| 12 | Madden Steven Ltd COM | $29.4M | 866.3K | 2.2% | ▲+7.1% Added · +57K sh | |
| 13 | Range Res Corp COM | $29.3M | 648.5K | 2.2% | ▼−38% Reduced · −396K sh | |
| 14 | Knowles Corp COM | $27.0M | 1.05M | 2.0% | ▼−23% Reduced · −315K sh | |
| 15 | Vail Resorts Inc COM | $26.0M | 202.9K | 1.9% | ▲+6.0% Added · +12K sh | |
| 16 | Terreno Rlty Corp COM | $25.4M | 414.0K | 1.9% | ▼−9.0% Reduced · −41K sh | |
| 17 | Cooper Cos Inc COM | $25.1M | 351.0K | 1.8% | ▲+11% Added · +34K sh | |
| 18 | Victorias Secret And Co COM | $24.7M | 532.7K | 1.8% | ▲+8.9% Added · +44K sh | |
| 19 | Lendingclub Issuance TR Ser COM | $23.7M | 1.66M | 1.7% | ▲+1.4% Added · +22K sh | |
| 20 | First Amern Finl Corp COM | $23.1M | 383.1K | 1.7% | ▼−12% Reduced · −50K sh | |
| 21 | Concentra Group Holdings Par COM | $22.9M | 1.07M | 1.7% | ▼−46% Reduced · −912K sh | |
| 22 | Bio-Techne Corp COM | $22.8M | 435.6K | 1.7% | ▼−33% Reduced · −219K sh | |
| 23 | Fuller H B Co COM | $21.8M | 352.8K | 1.6% | ▲+32% Added · +86K sh | |
| 24 | Tower Semiconductor Ltd COM | $21.6M | 123.3K | 1.6% | ▼−62% Reduced · −199K sh | |
| 25 | BJS Restaurants Inc COM | $20.8M | 593.1K | 1.5% | ▼−7.1% Reduced · −45K sh | |
| 26 | Dauch Corp COM | $20.7M | 3.49M | 1.5% | ▲New New position | |
| 27 | Qnity Electronics Inc COM | $19.5M | 168.7K | 1.4% | ▲+84% Added · +77K sh | |
| 28 | Canadian Pacific Kansas City COM | $19.4M | 246.1K | 1.4% | ▼−23% Reduced · −73K sh | |
| 29 | Matador Res Co COM | $18.4M | 291.7K | 1.4% | ▼−7.1% Reduced · −22K sh | |
| 30 | Acv Auctions Inc COM | $16.6M | 3.92M | 1.2% | ▼−7.8% Reduced · −332K sh | |
| 31 | Atmos Energy Corp COM | $16.6M | 89.9K | 1.2% | ▼−40% Reduced · −60K sh | |
| 32 | TFS Finl Corp COM | $16.5M | 1.18M | 1.2% | ▲+0.3% Added · +3K sh | |
| 33 | Xylem Inc COM | $16.4M | 137.6K | 1.2% | ▲+1.2% Added · +2K sh | |
| 34 | Advanced Drain Sys Inc Del COM | $16.4M | 119.8K | 1.2% | ▼−12% Reduced · −17K sh | |
| 35 | Woodward Inc COM | $15.4M | 43.1K | 1.1% | ▲+2.1% Added · +890 sh | |
| 36 | Tetra Technologies Inc Del COM | $15.0M | 1.76M | 1.1% | ▼−4.8% Reduced · −89K sh | |
| 37 | Burlington Stores Inc COM | $14.7M | 45.1K | 1.1% | ▼−54% Reduced · −53K sh | |
| 38 | Vontier Corporation COM | $13.9M | 392.5K | 1.0% | ▼−53% Reduced · −446K sh | |
| 39 | Xenia Hotels & Resorts Inc COM | $13.1M | 882.7K | 1.0% | ▲+15% Added · +114K sh | |
| 40 | Applied Indl Technologies In COM | $12.9M | 48.5K | 0.9% | ▲+4.8% Added · +2K sh | |
| 41 | Biolife Solutions Inc COM | $12.1M | 632.8K | 0.9% | ▲New New position | |
| 42 | Microchip Technology Inc. COM | $11.7M | 180.9K | 0.9% | ▼−0.4% Reduced · −739 sh | |
| 43 | Ashland Inc COM | $11.7M | 209.6K | 0.9% | ▲+26% Added · +44K sh | |
| 44 | Ciena Corp COM | $11.6M | 29.9K | 0.9% | ▼−69% Reduced · −67K sh | |
| 45 | Ametek Inc COM | $11.5M | 53.5K | 0.8% | ▲+2.6% Added · +1K sh | |
| 46 | Truist Finl Corp COM | $11.2M | 242.8K | 0.8% | ▼−2.1% Reduced · −5K sh | |
| 47 | Global PMTS Inc COM | $11.0M | 162.8K | 0.8% | ▲+14% Added · +20K sh | |
| 48 | Advance Auto Parts Inc COM | $10.7M | 202.7K | 0.8% | ▲+33% Added · +51K sh | |
| 49 | Evercore Inc COM | $10.6M | 35.7K | 0.8% | ▼−57% Reduced · −47K sh | |
| 50 | Sensient Technologies Corp COM | $10.3M | 119.2K | 0.8% | ▲+18% Added · +18K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.