Reinhart Partners, LLC. holds a diversified book of 70 stocks worth $3.5B as of Q1 2026 (disclosed Apr 13, 2026, a ~45-day 13F lag). This quarter they opened Acuity Inc and trimmed Silicon Motion Technol-ADR. Their largest long position is Axcelis Technologies 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/1080298/holdings"
Use Arkolith to show REINHART PARTNERS, 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 | Axcelis Technologies I Com COM | $154.3M | 1.66M | 4.4% | ▲+4.3% Added · +68K sh | |
| 2 | First CTZNS Bancshs NC CL A COM | $147.6M | 78.3K | 4.2% | ▲+0.6% Added · +483 sh | |
| 3 | Silicon Motion Tech CP Sponsor COM | $147.6M | 1.31M | 4.2% | ▼−16% Reduced · −259K sh | |
| 4 | Modine MFG Co Com COM | $130.3M | 601.2K | 3.7% | ▼−9.2% Reduced · −61K sh | |
| 5 | Interdigital Inc Com COM | $127.5M | 422.3K | 3.7% | ▲+1.1% Added · +5K sh | |
| 6 | Paycom Software Inc Com COM | $123.5M | 1.02M | 3.5% | ▲+70% Added · +417K sh | |
| 7 | Skyward Specialty Ins Com COM | $121.5M | 2.78M | 3.5% | ▲+15% Added · +364K sh | |
| 8 | Adapthealth Corp Common Stock COM | $120.0M | 10.08M | 3.4% | ▲+24% Added · +2.0M sh | |
| 9 | Lantheus Hldgs Inc Com COM | $118.7M | 1.56M | 3.4% | ▲+0.1% Added · +2K sh | |
| 10 | Yeti Hldgs Inc Com COM | $114.1M | 3.12M | 3.3% | ▲+2.7% Added · +83K sh | |
| 11 | Formfactor Inc Com COM | $112.5M | 1.16M | 3.2% | ▼−46% Reduced · −993K sh | |
| 12 | Grand Canyon Ed Inc Com COM | $109.7M | 645.0K | 3.2% | ▲+24% Added · +126K sh | |
| 13 | Landstar Sys Inc Com COM | $109.4M | 682.5K | 3.1% | ▲+3.2% Added · +21K sh | |
| 14 | Assured Guaranty Ltd Com COM | $104.9M | 1.29M | 3.0% | ▲+1.9% Added · +24K sh | |
| 15 | Euronet Worldwide Inc Com COM | $98.9M | 1.49M | 2.8% | ▲+11% Added · +142K sh | |
| 16 | V2X Inc Com COM | $98.7M | 1.44M | 2.8% | ▲+0.8% Added · +12K sh | |
| 17 | Hillman Solutions Corp Com COM | $95.2M | 11.44M | 2.7% | ▲+0.5% Added · +55K sh | |
| 18 | First Amern Finl Corp Com COM | $91.9M | 1.52M | 2.6% | ▲+0.7% Added · +10K sh | |
| 19 | Aci Worldwide Inc Com COM | $91.7M | 2.23M | 2.6% | ▲+98% Added · +1.1M sh | |
| 20 | Onespaworld Holdings L Com COM | $89.2M | 3.88M | 2.6% | ▲+78% Added · +1.7M sh | |
| 21 | Frontdoor Inc Com COM | $85.6M | 1.62M | 2.5% | ▼−0.6% Reduced · −10K sh | |
| 22 | White MTNS Ins Grp Ltd Com COM | $82.1M | 37.4K | 2.4% | ▼−15% Reduced · −7K sh | |
| 23 | U Haul Holding Co COM | $81.9M | 1.83M | 2.4% | ▲+0.6% Added · +10K sh | |
| 24 | Insperity Inc Com COM | $79.7M | 2.95M | 2.3% | ▲+7.4% Added · +203K sh | |
| 25 | Wintrust Finl Corp Com COM | $72.9M | 524.6K | 2.1% | ▼~0% Reduced · −11 sh | |
| 26 | Madison Square GRDN SP CL A COM | $72.3M | 225.0K | 2.1% | ▲+4.7% Added · +10K sh | |
| 27 | Cadre Hldgs Inc Com COM | $68.7M | 2.24M | 2.0% | ▲+3.1% Added · +68K sh | |
| 28 | First Hawaiian Inc Com COM | $65.1M | 2.64M | 1.9% | ▲+1.9% Added · +50K sh | |
| 29 | Ryman Hospitality Ppty Com COM | $64.5M | 699.1K | 1.9% | ▲+4.0% Added · +27K sh | |
| 30 | Asgn Inc Com COM | $63.9M | 1.65M | 1.8% | ▲+37% Added · +444K sh | |
| 31 | Maximus Inc Com COM | $54.8M | 855.1K | 1.6% | ▲+18% Added · +130K sh | |
| 32 | International BNCSHRS Com COM | $50.2M | 745.7K | 1.4% | ▲+0.8% Added · +6K sh | |
| 33 | Independent BK CP Mass Com COM | $48.8M | 649.3K | 1.4% | ▲+4.2% Added · +26K sh | |
| 34 | Encompass Health Corp Com COM | $41.3M | 427.2K | 1.2% | ▲+15% Added · +54K sh | |
| 35 | Americold Rlty TR Com COM | $39.0M | 3.40M | 1.1% | ▲12× Added · +3.1M sh | |
| 36 | Element Solutions Inc Com COM | $33.3M | 976.3K | 1.0% | ▼−22% Reduced · −271K sh | |
| 37 | Coca Cola Consolidated,inc COM | $8.1M | 42.1K | 0.2% | ▼−6.5% Reduced · −3K sh | |
| 38 | Affiliated MNGRS Grp Com COM | $7.3M | 26.3K | 0.2% | ▼−7.1% Reduced · −2K sh | |
| 39 | Transunion Com COM | $6.8M | 98.1K | 0.2% | ▼−7.7% Reduced · −8K sh | |
| 40 | Smith A O Corp COM | $6.8M | 102.7K | 0.2% | ▲+8.2% Added · +8K sh | |
| 41 | Keysight Technologies Com COM | $6.8M | 23.9K | 0.2% | ▼−34% Reduced · −12K sh | |
| 42 | Tapestry Inc Com COM | $6.5M | 46.4K | 0.2% | ▼−7.3% Reduced · −4K sh | |
| 43 | Live Nation Inc Com COM | $6.5M | 42.7K | 0.2% | ▼−6.5% Reduced · −3K sh | |
| 44 | Xcel Energy COM | $6.3M | 79.1K | 0.2% | ▼−7.1% Reduced · −6K sh | |
| 45 | Sensata Technologies H SHS COM | $6.1M | 172.0K | 0.2% | ▼−6.8% Reduced · −12K sh | |
| 46 | Dollar Gen Corp Com COM | $6.0M | 50.7K | 0.2% | ▼−5.8% Reduced · −3K sh | |
| 47 | LPL Finl Hldgs Inc Com COM | $5.9M | 19.8K | 0.2% | ▼−5.4% Reduced · −1K sh | |
| 48 | Intercontinental Exchange Inc COM | $5.9M | 37.2K | 0.2% | ▲+21% Added · +7K sh | |
| 49 | Acuity Brands Inc Com COM | $5.6M | 19.9K | 0.2% | ▲New New position | |
| 50 | Microchip Technology Inc COM | $5.4M | 83.4K | 0.2% | ▼−6.9% Reduced · −6K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 70 | $3.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 74 | $3.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 74 | $3.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 74 | $2.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 77 | $2.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 78 | $2.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 9, 2024 | 80 | $2.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 18, 2024 | 81 | $2.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 3, 2024 | 81 | $2.5B | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Jan 16, 2024 | 80 | $2.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 25, 2023 | 77 | $1.9B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 1, 2023 | 75 | $2.0B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 26, 2023 | 76 | $1.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 18, 2023 | 79 | $1.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 1, 2022 | 77 | $1.6B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 27, 2022 | 79 | $1.8B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 20, 2022 | 81 | $2.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 27, 2022 | 80 | $2.1B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 20, 2021 | 83 | $2.0B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 21, 2021 | 80 | $2.0B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 22, 2021 | 80 | $1.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 25, 2021 | 80 | $1.6B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 20, 2020 | 75 | $1.3B | 13F-HR |
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.