CRAMER ROSENTHAL MCGLYNN LLC — 13F holdings

CRAMER ROSENTHAL MCGLYNN LLC reported 96 holdings worth $1.98B in its 13F filing for Q2 2026, filed August 13, 2026. That's up 45.1% from $1.36B in Q1 2026, when it reported 86 holdings. Its 10 largest positions make up 31.3% of the portfolio.

CRAMER ROSENTHAL MCGLYNN LLC's largest positions in Q2 2026

  1. SKY CHAMPION HOMES INC — $83.7M (4.2%) · added 24%
  2. BKU BANKUNITED INC — $76.1M (3.9%) · added 19%
  3. RRX REGAL REXNORD CORPORATION — $71.9M (3.6%) · added 21%
  4. WSC WILLSCOT HLDGS CORP — $68.6M (3.5%) · added 39%
  5. MKSI MKS INC. — $58.4M (3.0%) · cut 12%
  6. TTI TETRA TECHNOLOGIES INC DEL — $57.4M (2.9%) · added 188%
  7. TECH BIO-TECHNE CORP — $54.7M (2.8%) · added 78%
  8. SMTC SEMTECH CORP — $53.1M (2.7%) · cut 21%
  9. KN KNOWLES CORP — $47.8M (2.4%) · added 10%
  10. SHOO MADDEN STEVEN LTD — $47.0M (2.4%) · added 29%
  11. EVRG EVERGY INC — $45.1M (2.3%) · added 22%
  12. GTES GATES INDL CORP LTD — $44.7M (2.3%) · new position
  13. ACVA ACV AUCTIONS INC — $43.2M (2.2%) · added 53%
  14. TDY TELEDYNE TECHNOLOGIES INC — $40.7M (2.1%) · added 8%
  15. FIBK FIRST INTST BANCSYSTEM INC — $39.9M (2.0%) · added 13%
  16. HUBG HUB GROUP INC — $37.7M (1.9%) · cut 25%
  17. MTN VAIL RESORTS INC — $37.0M (1.9%) · added 34%
  18. SOLS SOLSTICE ADVANCED MATLS INC — $36.5M (1.8%) · new position
  19. VECO VEECO INSTRS INC DEL — $34.7M (1.8%) · new position
  20. TKR TIMKEN CO — $34.1M (1.7%) · added 129%

What CRAMER ROSENTHAL MCGLYNN LLC bought in Q2 2026

18 new positions and 31 positions added to.

  1. GTES GATES INDL CORP LTD — new position, about $44.7M
  2. TTI TETRA TECHNOLOGIES INC DEL — added, about $37.5M
  3. SOLS SOLSTICE ADVANCED MATLS INC — new position, about $36.5M
  4. VECO VEECO INSTRS INC DEL — new position, about $34.7M
  5. SAIA SAIA INC — new position, about $33.2M
  6. MRTN MARTEN TRANS LTD — new position, about $26.4M
  7. TECH BIO-TECHNE CORP — added, about $24.0M
  8. SLB SCHLUMBERGER LTD — new position, about $23.1M
  9. AAP ADVANCE AUTO PARTS INC — added, about $20.7M
  10. WSC WILLSCOT HLDGS CORP — added, about $19.3M

What CRAMER ROSENTHAL MCGLYNN LLC sold in Q2 2026

8 positions sold out and 45 reduced.

  1. VSXY VICTORIAS SECRET AND CO — cut 83%, about $36.7M
  2. TSEM TOWER SEMICONDUCTOR LTD — cut 96%, about $30.8M
  3. FUL FULLER H B CO — cut 94%, about $19.2M
  4. BJRI BJS RESTAURANTS INC — cut 41%, about $14.8M
  5. BURL BURLINGTON STORES INC — sold out, about $14.3M
  6. CON CONCENTRA GROUP HOLDINGS PAR — cut 45%, about $14.2M
  7. SMTC SEMTECH CORP — cut 21%, about $14.0M
  8. XHR XENIA HOTELS & RESORTS INC — cut 74%, about $13.3M
  9. HUBG HUB GROUP INC — cut 25%, about $12.7M
  10. GATES INDL CORP PLC — sold out, about $11.9M

CRAMER ROSENTHAL MCGLYNN LLC portfolio value by quarter

What does CRAMER ROSENTHAL MCGLYNN LLC own?

Its largest positions in Q2 2026 were SKY, BKU, RRX, WSC, MKSI, out of 96 holdings worth $1.98B.

What did CRAMER ROSENTHAL MCGLYNN LLC buy last quarter?

In Q2 2026 it opened 18 new positions and added to 31; the largest buys were GTES, TTI, SOLS.

What did CRAMER ROSENTHAL MCGLYNN LLC sell last quarter?

In Q2 2026 it sold out of 8 positions and reduced 45, including BURL, GATES INDL CORP PLC, HAYW.