REINHART PARTNERS, LLC. — 13F holdings

REINHART PARTNERS, LLC. reported 72 holdings worth $4.11B in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

1. SIMO SILICON MOTION TECHNOLOGY CO — $257M (6.3%)
2. PAYC PAYCOM SOFTWARE INC — $224M (5.4%)
3. MOD MODINE MFG CO — $183M (4.5%)
4. FCNCA FIRST CTZNS BANCSHARES INC D — $169M (4.1%)
5. LOPE GRAND CANYON ED INC — $165M (4.0%)
6. YETI YETI HLDGS INC — $160M (3.9%)
7. SKWD SKYWARD SPECIALTY INS GROUP — $153M (3.7%)
8. NSP INSPERITY INC — $152M (3.7%)
9. IDCC INTERDIGITAL INC — $149M (3.6%)
10. ACLS AXCELIS TECHNOLOGIES INC — $139M (3.4%)