The Analysis of CRAMER ROSENTHAL MCGLYNN LLC's Holdings

Currently, CRAMER ROSENTHAL MCGLYNN LLC holds 92 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in FIBK (+921.9K shares, valued at $29.4M), EVRG (+373.0K shares, valued at $28.4M), FUL (+275.7K shares, valued at $16.3M); decreased their positions in CIEN (-284.8K shares, valued at $41.5M), BOH (-379.9K shares, valued at $24.9M), AVGO (-63.8K shares, valued at $21.1M); initiated new positions in FIBK (+921.9K shares, valued at $29.4M), EVRG (+373.0K shares, valued at $28.4M), U (+405.6K shares, valued at $16.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VSCO VICTORIAS SECRET AND CO2.4M shares31.98%2025-09-302025-11-12

BKU BANKUNITED INC1.5M shares20.90%2025-09-302025-11-12

SKY CHAMPION HOMES INC663.9K shares7.54%2025-09-302025-11-12

FAF FIRST AMERN FINL CORP759.6K shares0.83%2025-09-302025-11-12

RRX REGAL REXNORD CORPORATION307.3K shares9.94%2025-09-302025-11-12

CON CONCENTRA GROUP HOLDINGS PAR2.1M shares14.68%2025-09-302025-11-12

GTM ZOOMINFO TECHNOLOGIES INC3.6M shares27.39%2025-09-302025-11-12

EVR EVERCORE INC110.6K shares-16.77%2025-09-302025-11-12

Sponsored

VNT VONTIER CORPORATION855.9K shares-5.45%2025-09-302025-11-12

SUI SUN CMNTYS INC263.9K shares-2.09%2025-09-302025-11-12

KN KNOWLES CORP1.4M shares5.60%2025-09-302025-11-12

RRC RANGE RES CORP843.3K shares0.76%2025-09-302025-11-12

TECH BIO-TECHNE CORP559.2K shares7.13%2025-09-302025-11-12

HUBG HUB GROUP INC860.7K shares14.83%2025-09-302025-11-12

TDY TELEDYNE TECHNOLOGIES INC50.6K shares-6.64%2025-09-302025-11-12

FIBK FIRST INTST BANCSYSTEM INC921.9K sharesnew addition2025-09-302025-11-12

Sponsored

ACVA ACV AUCTIONS INC2.9M shares5.28%2025-09-302025-11-12

EVRG EVERGY INC373.0K sharesnew addition2025-09-302025-11-12

WSC WILLSCOT HLDGS CORP1.3M shares129.54%2025-09-302025-11-12

TRNO TERRENO RLTY CORP472.1K shares22.67%2025-09-302025-11-12

CIEN CIENA CORP180.7K shares-61.17%2025-09-302025-11-12

HAYW HAYWARD HLDGS INC1.7M shares12.79%2025-09-302025-11-12

ATO ATMOS ENERGY CORP151.4K shares-2.08%2025-09-302025-11-12

LC LENDINGCLUB CORP1.7M shares44.33%2025-09-302025-11-12

Sponsored

FUL FULLER H B CO371.6K shares287.15%2025-09-302025-11-12

ITRI ITRON INC171.2K shares-23.42%2025-09-302025-11-12

BURL BURLINGTON STORES INC83.5K shares-27.70%2025-09-302025-11-12

SHOO MADDEN STEVEN LTD607.5K shares254.67%2025-09-302025-11-12

XYL XYLEM INC136.6K shares0.61%2025-09-302025-11-12

CLH CLEAN HARBORS INC83.5K shares-22.43%2025-09-302025-11-12

CP CANADIAN PACIFIC KANSAS CITY259.7K shares1.21%2025-09-302025-11-12

WMS ADVANCED DRAIN SYS INC DEL137.9K shares8.54%2025-09-302025-11-12

Sponsored

MTDR MATADOR RES CO418.4K shares-17.83%2025-09-302025-11-12

MDB MONGODB INC57.8K shares897.67%2025-09-302025-11-12

MC MOELIS & CO240.8K shares23.27%2025-09-302025-11-12

MASI MASIMO CORP114.6K shares20.71%2025-09-302025-11-12

U UNITY SOFTWARE INC405.6K sharesnew addition2025-09-302025-11-12

CRH CRH PLC131.5K shares-8.57%2025-09-302025-11-12

MTN VAIL RESORTS INC104.1K sharesnew addition2025-09-302025-11-12

GTLB GITLAB INC344.7K sharesnew addition2025-09-302025-11-12

Sponsored

TFSL TFS FINL CORP1.2M shares-3.93%2025-09-302025-11-12

PTC PTC INC72.9K shares-20.37%2025-09-302025-11-12

CBRE CBRE GROUP INC89.4K shares-16.80%2025-09-302025-11-12

COF CAPITAL ONE FINL CORP63.4K shares-53.81%2025-09-302025-11-12

MHO M/I HOMES INC92.2K sharesnew addition2025-09-302025-11-12

AIT APPLIED INDL TECHNOLOGIES IN49.5K shares-6.65%2025-09-302025-11-12

BJRI BJS RESTAURANTS INC411.8K shares50.02%2025-09-302025-11-12

TFC TRUIST FINL CORP270.9K shares-8.72%2025-09-302025-11-12

Sponsored

WWD WOODWARD INC45.5K shares-13.68%2025-09-302025-11-12

MBLY MOBILEYE GLOBAL INC812.3K shares27.52%2025-09-302025-11-12

MCHP MICROCHIP TECHNOLOGY INC.177.5K shares2.99%2025-09-302025-11-12

AME AMETEK INC59.7K shares-9.85%2025-09-302025-11-12

NEE NEXTERA ENERGY INC147.8K shares38.01%2025-09-302025-11-12

CPT CAMDEN PPTY TR101.7K shares-42.11%2025-09-302025-11-12

SCHW SCHWAB CHARLES CORP107.6K shares11.09%2025-09-302025-11-12

NCNO NCINO INC375.3K shares19.84%2025-09-302025-11-12

Sponsored

CPF CENTRAL PAC FINL CORP329.7K shares-1.13%2025-09-302025-11-12

EXP EAGLE MATLS INC42.0K shares-63.19%2025-09-302025-11-12

CFFN CAPITOL FED FINL INC1.5M shares-1.13%2025-09-302025-11-12

SXT SENSIENT TECHNOLOGIES CORP102.3K shares-59.59%2025-09-302025-11-12

ROG ROGERS CORP119.3K shares6.21%2025-09-302025-11-12

STC STEWART INFORMATION SVCS COR114.0K shares15.96%2025-09-302025-11-12

CCC CCC INTELLIGENT SOLUTIONS HL905.9K shares-9.30%2025-09-302025-11-12

JAMF JAMF HLDG CORP754.4K sharesnew addition2025-09-302025-11-12

Sponsored

AVY AVERY DENNISON CORP47.3K shares-43.11%2025-09-302025-11-12

COO COOPER COS INC109.3K sharesnew addition2025-09-302025-11-12

CPK CHESAPEAKE UTILS CORP53.8K shares-1.13%2025-09-302025-11-12

BOH BANK HAWAII CORP107.6K shares-77.94%2025-09-302025-11-12

FIS FIDELITY NATL INFORMATION SV105.0K sharesnew addition2025-09-302025-11-12

IRT INDEPENDENCE RLTY TR INC393.2K shares8.78%2025-09-302025-11-12

XHR XENIA HOTELS & RESORTS INC457.7K shares-14.67%2025-09-302025-11-12

CTVA CORTEVA INC90.7K shares-0.72%2025-09-302025-11-12

Sponsored

MSEX MIDDLESEX WTR CO109.4K shares-1.13%2025-09-302025-11-12

GPN GLOBAL PMTS INC71.3K shares-54.79%2025-09-302025-11-12

VVV VALVOLINE INC153.1K shares-9.65%2025-09-302025-11-12

CDP COPT DEFENSE PROPERTIES180.1K shares35.09%2025-09-302025-11-12

DVN DEVON ENERGY CORP NEW148.5K sharesnew addition2025-09-302025-11-12

META META PLATFORMS INC6.9K shares16.23%2025-09-302025-11-12

KWR QUAKER HOUGHTON38.2K sharesnew addition2025-09-302025-11-12

MZTI MARZETTI COMPANY28.9K shares-40.16%2025-09-302025-11-12

Sponsored

CLW CLEARWATER PAPER CORP232.3K shares39.40%2025-09-302025-11-12

OMCL OMNICELL COM151.4K shares-1.08%2025-09-302025-11-12

ASH ASHLAND INC90.3K shares-59.13%2025-09-302025-11-12

AAP ADVANCE AUTO PARTS INC64.3K sharesnew addition2025-09-302025-11-12

IIIV I3 VERTICALS INC117.4K shares-58.71%2025-09-302025-11-12

CSL CARLISLE COS INC9.3K sharesnew addition2025-09-302025-11-12

AVGO BROADCOM INC8.1K shares-88.70%2025-09-302025-11-12

BLFS BIOLIFE SOLUTIONS INC96.6K shares-86.28%2025-09-302025-11-12

Sponsored

C CITIGROUP INC20.4K shares-29.92%2025-09-302025-11-12

CXT CRANE NXT CO26.8K sharesnew addition2025-09-302025-11-12

IBM INTERNATIONAL BUSINESS MACHS4.1K sharesnew addition2025-09-302025-11-12

TSEM TOWER SEMICONDUCTOR LTD4.3K sharesnew addition2025-09-302025-11-12

Call Option Holdings

MBLY Call CallMOBILEYE GLOBAL INC559.2K sharesnew addition2025-09-302025-11-12

Put Option Holdings

SPY Put PutSPDR S&P 500 ETF TR61.8K sharesnew addition2025-09-302025-11-12