Holders — by stockHoldings — by fund
CRAMER ROSENTHAL MCGLYNN LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 820743
$1.98B
disclosed book value
96
positions
4.2%
largest position share
Positions, as of 2026-06-30
top 96 of 96 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SKYCHAMPION HOMES INC | 950,177 | $83.7M | 4.2% |
| 2 | BKUBANKUNITED INC | 1.6M | $76.1M | 3.9% |
| 3 | RRXREGAL REXNORD CORPORATION | 301,764 | $71.9M | 3.6% |
| 4 | WSCWILLSCOT HLDGS CORP | 2.4M | $68.6M | 3.5% |
| 5 | MKSIMKS INC. | 131,194 | $58.4M | 3% |
| 6 | TTITETRA TECHNOLOGIES INC DEL | 5.1M | $57.4M | 2.9% |
| 7 | TECHBIO-TECHNE CORP | 774,723 | $54.7M | 2.8% |
| 8 | SMTCSEMTECH CORP | 328,140 | $53.1M | 2.7% |
| 9 | KNKNOWLES CORP | 1.2M | $47.8M | 2.4% |
| 10 | SHOOMADDEN STEVEN LTD | 1.1M | $47.0M | 2.4% |
| 11 | EVRGEVERGY INC | 522,181 | $45.1M | 2.3% |
| 12 | GATES INDL CORP LTD | 1.6M | $44.7M | 2.3% |
| 13 | ACVAACV AUCTIONS INC | 6.0M | $43.2M | 2.2% |
| 14 | TDYTELEDYNE TECHNOLOGIES INC | 61,031 | $40.7M | 2.1% |
| 15 | FIBKFIRST INTST BANCSYSTEM INC | 1.0M | $39.9M | 2% |
| 16 | HUBGHUB GROUP INC | 859,884 | $37.7M | 1.9% |
| 17 | MTNVAIL RESORTS INC | 271,836 | $37.0M | 1.9% |
| 18 | SOLSSOLSTICE ADVANCED MATLS INC | 411,697 | $36.5M | 1.8% |
| 19 | VECOVEECO INSTRS INC DEL | 457,953 | $34.7M | 1.8% |
| 20 | TKRTIMKEN CO | 234,754 | $34.1M | 1.7% |
| 21 | AAPADVANCE AUTO PARTS INC | 534,592 | $33.3M | 1.7% |
| 22 | SAIASAIA INC | 78,777 | $33.2M | 1.7% |
| 23 | COOCOOPER COS INC | 444,359 | $31.9M | 1.6% |
| 24 | FAFFIRST AMERN FINL CORP | 463,958 | $31.8M | 1.6% |
| 25 | CPCANADIAN PACIFIC KANSAS CITY | 356,535 | $30.9M | 1.6% |
| 26 | SUISUN CMNTYS INC | 239,019 | $28.7M | 1.5% |
| 27 | MRTNMARTEN TRANS LTD | 1.5M | $26.4M | 1.3% |
| 28 | DCHDAUCH CORP | 4.5M | $24.5M | 1.2% |
| 29 | HAPNHAPPEN INC | 1.2M | $24.5M | 1.2% |
| 30 | TRNOTERRENO RLTY CORP | 372,281 | $24.1M | 1.2% |
| 31 | SLBSLB LIMITED | 495,974 | $23.1M | 1.2% |
| 32 | WMSADVANCED DRAIN SYS INC DEL | 143,426 | $22.5M | 1.1% |
| 33 | ASHASHLAND INC | 338,743 | $22.3M | 1.1% |
| 34 | QQNITY ELECTRONICS INC | 136,460 | $22.3M | 1.1% |
| 35 | CPTCAMDEN PPTY TR | 193,746 | $22.2M | 1.1% |
| 36 | BJRIBJS RESTAURANTS INC | 348,656 | $21.2M | 1.1% |
| 37 | TFS FINL CORP | 1.2M | $20.6M | 1% |
| 38 | SAILSAILPOINT INC | 1.3M | $18.9M | 1% |
| 39 | WWDWOODWARD INC | 41,698 | $17.7M | 0.9% |
| 40 | TGTTARGET CORP | 135,478 | $17.7M | 0.9% |
| 41 | CONCONCENTRA GROUP HOLDINGS PAR | 586,444 | $17.4M | 0.9% |
| 42 | KWRQUAKER HOUGHTON | 106,074 | $16.9M | 0.9% |
| 43 | ATOATMOS ENERGY CORP | 97,107 | $16.7M | 0.8% |
| 44 | BLFSBIOLIFE SOLUTIONS INC | 575,792 | $16.3M | 0.8% |
| 45 | MCHPMICROCHIP TECHNOLOGY INC. | 174,976 | $16.0M | 0.8% |
| 46 | AITAPPLIED INDL TECHNOLOGIES IN | 46,990 | $15.9M | 0.8% |
| 47 | NEENEXTERA ENERGY INC | 157,314 | $13.8M | 0.7% |
| 48 | MCMOELIS & CO | 201,323 | $13.2M | 0.7% |
| 49 | RRCRANGE RES CORP | 351,397 | $13.1M | 0.7% |
| 50 | FNDFLOOR & DECOR HLDGS INC | 219,573 | $13.0M | 0.7% |
| 51 | AMEAMETEK INC | 51,526 | $12.5M | 0.6% |
| 52 | OMCLOMNICELL COM | 298,597 | $12.4M | 0.6% |
| 53 | CFFNCAPITOL FED FINL INC | 1.4M | $11.9M | 0.6% |
| 54 | TFCTRUIST FINL CORP | 234,886 | $11.7M | 0.6% |
| 55 | GPNGLOBAL PMTS INC | 158,072 | $11.5M | 0.6% |
| 56 | VNTVONTIER CORPORATION | 392,064 | $11.4M | 0.6% |
| 57 | CIENCIENA CORP | 21,869 | $10.7M | 0.5% |
| 58 | COFCAPITAL ONE FINL CORP | 53,453 | $10.7M | 0.5% |
| 59 | XYLXYLEM INC | 90,428 | $10.7M | 0.5% |
| 60 | SXTSENSIENT TECHNOLOGIES CORP | 84,564 | $10.4M | 0.5% |
| 61 | VVVVALVOLINE INC | 238,524 | $9.4M | 0.5% |
| 62 | WSTWEST PHARMACEUTICAL SVSC INC | 26,270 | $9.4M | 0.5% |
| 63 | EVREVERCORE INC | 27,490 | $9.4M | 0.5% |
| 64 | CBRECBRE GROUP INC | 64,413 | $8.7M | 0.4% |
| 65 | AVYAVERY DENNISON CORP | 53,217 | $8.6M | 0.4% |
| 66 | IRTINDEPENDENCE RLTY TR INC | 487,559 | $8.1M | 0.4% |
| 67 | LPXLOUISIANA PAC CORP | 98,565 | $7.8M | 0.4% |
| 68 | VSXYVICTORIAS SECRET AND CO | 92,747 | $7.7M | 0.4% |
| 69 | VIAVVIAVI SOLUTIONS INC | 153,726 | $7.3M | 0.4% |
| 70 | CPFCENTRAL PAC FINL CORP | 190,073 | $7.3M | 0.4% |
| 71 | MTDRMATADOR RES CO | 142,990 | $7.1M | 0.4% |
| 72 | CRH PLC | 64,735 | $6.9M | 0.4% |
| 73 | FPSFORGENT POWER SOLUTIONS INC | 123,967 | $6.9M | 0.4% |
| 74 | BIRKENSTOCK HOLDING PLCPUT | 159,200 | $6.9M | 0.3% |
| 75 | STCSTEWART INFORMATION SVCS COR | 103,519 | $6.8M | 0.3% |
| 76 | COHUCOHU INC | 92,360 | $6.8M | 0.3% |
| 77 | MHOM/I HOMES INC | 40,972 | $6.6M | 0.3% |
| 78 | NXQUANEX BLDG PRODS CORP | 345,889 | $6.4M | 0.3% |
| 79 | BOHBANK HAWAII CORP | 76,669 | $6.2M | 0.3% |
| 80 | UCTTULTRA CLEAN HLDGS INC | 43,347 | $6.2M | 0.3% |
| 81 | MSEXMIDDLESEX WTR CO | 108,192 | $6.1M | 0.3% |
| 82 | AMZNAMAZON COM INC | 24,039 | $5.7M | 0.3% |
| 83 | TNCTENNANT CO | 59,436 | $5.2M | 0.3% |
| 84 | XHRXENIA HOTELS & RESORTS INC | 231,578 | $4.7M | 0.2% |
| 85 | CPKCHESAPEAKE UTILS CORP | 37,278 | $4.6M | 0.2% |
| 86 | FELEFRANKLIN ELEC INC | 42,149 | $4.5M | 0.2% |
| 87 | SPCXSPACE EXPLORATION TECHN CORP | 20,333 | $3.5M | 0.2% |
| 88 | CLEARWATER PAPER CORP | 181,226 | $2.8M | 0.1% |
| 89 | INTCINTEL CORP | 16,512 | $2.3M | 0.1% |
| 90 | SCHWSCHWAB CHARLES CORP | 20,277 | $1.9M | 0.1% |
| 91 | CCITIGROUP INC | 12,139 | $1.7M | 0.1% |
| 92 | DHRDANAHER CORP DEL | 7,823 | $1.5M | 0.1% |
| 93 | TOWER SEMICONDUCTOR LTD | 5,321 | $1.4M | 0.1% |
| 94 | AVGOBROADCOM INC | 3,583 | $1.4M | 0.1% |
| 95 | FULFULLER H B CO | 22,726 | $1.3M | 0.1% |
| 96 | IBMINTERNATIONAL BUSINESS MACHS | 4,065 | $1.1M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.