§ 13F · FUND PROFILE
CRAMER ROSENTHAL MCGLYNN LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1454.1T (13F)Positions · 84Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$97.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SKY | CHAMPION HOMES INC | 836K | $70.6T | 4.6% | +26% |
| 2 | BKU | BANKUNITED INC | 1.53M | $68.2T | 4.4% | ±0% |
| 3 | RRX | REGAL REXNORD CORPORATION | 289K | $40.6T | 2.6% | −6% |
| 4 | HUBG | HUB GROUP INC | 941K | $40.1T | 2.6% | +9% |
| 5 | CON | CONCENTRA GROUP HOLDINGS PAR | 1.98M | $38.9T | 2.5% | −5% |
| 6 | TECH | BIO-TECHNE CORP | 654K | $38.5T | 2.5% | +17% |
| 7 | TSEM | TOWER SEMICONDUCTOR LTD | 323K | $37.9T | 2.4% | — |
| 8 | MKSI | MKS INC. | 231K | $36.9T | 2.4% | NEW |
| 9 | RRC | RANGE RES CORP | 1.04M | $36.8T | 2.4% | +24% |
| 10 | FIBK | FIRST INTST BANCSYSTEM INC | 1.05M | $36.5T | 2.3% | +14% |
§ 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 $1454107.9 trillion in assets. The fund runs a portfolio of 84 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed