§ 13F · FUND PROFILE
CRAMER ROSENTHAL MCGLYNN LLC.
AUM · $2.0B (13F)Positions · 96Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$293M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SKY | CHAMPION HOMES INC | 950K | $84M | 4.2% | +24% |
| 2 | BKU | BANKUNITED INC | 1.57M | $76M | 3.9% | +19% |
| 3 | RRX | REGAL REXNORD CORPORATION | 302K | $72M | 3.6% | +21% |
| 4 | WSC | WILLSCOT HLDGS CORP | 2.38M | $69M | 3.5% | +39% |
| 5 | MKSI | MKS INC. | 131K | $58M | 3.0% | −12% |
| 6 | TTI | TETRA TECHNOLOGIES INC DEL | 5.07M | $57M | 2.9% | +188% |
| 7 | TECH | BIO-TECHNE CORP | 775K | $55M | 2.8% | +78% |
| 8 | SMTC | SEMTECH CORP | 328K | $53M | 2.7% | −21% |
| 9 | KN | KNOWLES CORP | 1.15M | $48M | 2.4% | +10% |
| 10 | SHOO | MADDEN STEVEN LTD | 1.12M | $47M | 2.4% | +29% |
§ 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 $2.0 billion in assets. The fund runs a portfolio of 96 positions.
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