CRAMER ROSENTHAL MCGLYNN LLC
CIK 820743
13F filing for Q2 2026・No. 1,650
- Holdings
- US$1.98B
- Quarter change
- +US$614.18M
- Entries
- 96
- Net bought (estimate)
- +US$304.44M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 8
- Cut 45
- Added 33
- Corporate actions 0
- Unchanged 0
Largest holdings
95 stocks worth US$1.97B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SKYCHAMPION HOMES INCCOM | Added | 950,177 | US$83.73M | 4.25% |
| BKUBANKUNITED INCCOM | Added | 1,571,322 | US$76.13M | 3.87% |
| RRXREGAL REXNORD CORPORATIONCOM | Added | 301,764 | US$71.88M | 3.65% |
| WSCWILLSCOT HLDGS CORPCOM | Added | 2,375,755 | US$68.56M | 3.48% |
| MKSIMKS INC.COM | Cut | 131,194 | US$58.36M | 2.96% |
| TETRA TECHNOLOGIES INC DELCOM | Added | 5,070,419 | US$57.45M | 2.92% |
| TECHBIO-TECHNE CORPCOM | Added | 774,723 | US$54.73M | 2.78% |
| SMTCSEMTECH CORPCOM | Cut | 328,140 | US$53.11M | 2.70% |
| KNOWLES CORPCOM | Added | 1,152,366 | US$47.8M | 2.43% |
| SHOOMADDEN STEVEN LTDCOM | Added | 1,115,478 | US$46.96M | 2.38% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.