§ 13F · FUND PROFILE
CRAMER ROSENTHAL MCGLYNN LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.6B (13F)Positions · 94Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$111M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BKU | BANKUNITED INC | 1.32M | $60M | 4.4% | −14% |
| 2 | SKY | CHAMPION HOMES INC | 767K | $57M | 4.2% | −8% |
| 3 | RRX | REGAL REXNORD CORPORATION | 249K | $47M | 3.4% | −14% |
| 4 | HUBG | HUB GROUP INC | 1.15M | $41M | 3.0% | +22% |
| 5 | EVRG | EVERGY INC | 427K | $35M | 2.6% | −10% |
| 6 | TDY | TELEDYNE TECHNOLOGIES INC | 57K | $34M | 2.5% | +4% |
| 7 | MKSI | MKS INC. | 148K | $34M | 2.5% | −36% |
| 8 | SUI | SUN CMNTYS INC | 268K | $34M | 2.5% | +6% |
| 9 | SMTC | SEMTECH CORP | 415K | $32M | 2.3% | NEW |
| 10 | FIBK | FIRST INTST BANCSYSTEM INC | 914K | $31M | 2.2% | −13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CRAMER SIGNAL
AC read
CRAMER ROSENTHAL MCGLYNN LLC is a Other fund managing $1.6 billion in assets. The fund runs a portfolio of 94 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed