Fund HoldingsCRAMER ROSENTHAL MCGLYNN LLC

Total Portfolio Value
$1.39B
Total Bought
$103.60M
Total Sold
$415.35M
Net Transaction
-$311.75M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SENSIENT TECHNOLOGIES CORP(SXT)0151,167+151,167011,2510.81%+11,251
BANKUNITED INC(BKU)488,936806,468+317,53218,66327,7752.00%+9,112
CAPITAL ONE FINL CORP(COF)63,23698,849+35,61311,27617,7241.28%+6,447
MRC GLOBAL INC794,4871,303,210+508,72310,15414,9611.08%+4,807
CONCENTRA GROUP HOLDINGS PAR(CON)1,427,2021,500,717+73,51528,23032,5662.34%+4,336
MIDDLESEX WTR CO(MSEX)102,385148,947+46,5625,3899,5480.69%+4,159
VICTORIAS SECRET AND CO(VSXY)534,8971,406,865+871,96822,15526,1401.88%+3,984
EAGLE MATLS INC(EXP)85,573112,096+26,52321,11624,8771.79%+3,761
BURLINGTON STORES INC(BURL)61,43186,902+25,47117,51220,7111.49%+3,200
NEXTERA ENERGY INC(NEE)56,41394,929+38,5164,0446,7300.48%+2,685
RANGE RES CORP(RRC)462,998471,891+8,89316,65918,8431.36%+2,184
HORACE MANN EDUCATORS CORP N(HMN)668,743662,722-6,02126,23528,3182.04%+2,083
WILLSCOT HLDGS CORP(WSC)121,939221,003+99,0644,0796,1440.44%+2,065
ZOOMINFO TECHNOLOGIES INC(GTM)1,828,3842,046,800+218,41619,21620,4681.47%+1,252
NISOURCE INC(NI)878,529836,246-42,28332,29533,5252.41%+1,230
STEWART INFORMATION SVCS COR(STC)53,02766,193+13,1663,5794,7230.34%+1,144
MONGODB INC(MDB)06,240+6,24001,0940.08%+1,094
CAPITOL FED FINL INC(CFFN)1,397,2341,633,518+236,2848,2589,1480.66%+890
TFS FINL CORP(TFSL)1,304,6671,388,669+84,00216,38717,2061.24%+819
CLEAN HARBORS INC(CLH)104,264125,394+21,13023,99524,7151.78%+720
SPDR SER TR
ST STR BLO 1 ETF
05,095+5,09504670.03%+467
I3 VERTICALS INC276,530275,323-1,2076,3716,7920.49%+421
CHESAPEAKE UTILS CORP(CPK)61,32360,994-3297,4427,8330.56%+392
LANCASTER COLONY CORP(MZTI)49,46350,459+9968,5648,8300.64%+266
SCHWAB CHARLES CORP(SCHW)40,49340,294-1992,9973,1540.23%+157
WOODWARD INC(WWD)76,86070,753-6,10712,79112,9120.93%+121
CITIGROUP INC(C)40,92940,763-1662,8812,8940.21%+13
OMNICELL COM(OMCL)173,031220,276+47,2457,7037,7010.55%-2
TANGER INC(SKT)88,61788,707+903,0242,9970.22%-27
CHAMPION HOMES INC(SKY)599,297553,730-45,56752,79852,4713.78%-327
MICROCHIP TECHNOLOGY INC.(MCHP)163,464186,168+22,7049,3759,0120.65%-362
URBAN EDGE PPTYS(UE)151,471151,562+913,2572,8800.21%-377
COPT DEFENSE PROPERTIES(CDP)149,785149,520-2654,6364,0770.29%-558
ISHARES TR1,7430-1,7435830-583
CAMDEN PPTY TR(CPT)191,418176,344-15,07422,21221,5671.55%-645
CENTRAL PAC FINL CORP(CPF)374,961372,257-2,70410,89310,0660.72%-827
CLEARWATER PAPER CORP218,279217,556-7236,4985,5190.40%-979
SUN CMNTYS INC(SUI)288,951267,090-21,86135,53234,3582.47%-1,174
MARTIN MARIETTA MATLS INC(MLM)14,30712,958-1,3497,3906,1960.45%-1,194
FULLER H B CO(FUL)108,129107,627-5027,2976,0400.43%-1,257
ADVANCED DRAIN SYS INC DEL(WMS)139,403135,785-3,61816,11514,7531.06%-1,362
CBRE GROUP INC(CBRE)119,790109,739-10,05115,72714,3521.03%-1,376
CACTUS INC(WHD)144,980153,206+8,2268,4617,0210.51%-1,440
APPLIED INDL TECHNOLOGIES IN(AIT)53,84550,193-3,65212,89411,3100.81%-1,584
AMETEK INC71,40464,438-6,96612,87111,0920.80%-1,779
FULTON FINL CORP PA(FULT)1,333,7721,321,776-11,99625,71523,9111.72%-1,804
BIO-TECHNE CORP(TECH)485,517563,730+78,21334,97233,0512.38%-1,920
LENDINGCLUB CORP(HAPN)829,6611,095,238+265,57713,43211,3030.81%-2,129
TRUIST FINL CORP(TFC)435,788400,785-35,00318,90416,4921.19%-2,412
EVERCORE INC(EVR)75,71692,764+17,04820,98818,5271.33%-2,461
ATMOS ENERGY CORP(ATO)197,468161,884-35,58427,50125,0241.80%-2,477
BJS RESTAURANTS INC(BJRI)416,709353,977-62,73214,64112,1270.87%-2,514
HANCOCK WHITNEY CORPORATION(HWC)59,95213,533-46,4193,2817100.05%-2,571
XENIA HOTELS & RESORTS INC(XHR)975,7321,013,394+37,66214,49911,9180.86%-2,582
CHAMPIONX CORPORATION000000
FIRST AMERN FINL CORP(FAF)847,843755,408-92,43552,93949,5773.57%-3,362
TELEDYNE TECHNOLOGIES INC(TDY)75,01862,775-12,24334,81831,2442.25%-3,574
AVERY DENNISON CORP105,91889,598-16,32019,82015,9461.15%-3,875
MUELLER WTR PRODS INC(MWA)188,3080-188,3084,2370-4,237
CRH PLC
ORD
190,638148,642-41,99617,63813,0760.94%-4,562
INTAPP INC(INTA)000000
GLOBAL PMTS INC(GPN)276,512267,430-9,08230,98626,1871.89%-4,799
MOBILEYE GLOBAL INC(MBLY)464,330294,010-170,3209,2494,2320.30%-5,017
BANK HAWAII CORP563,259508,794-54,46540,12735,0922.53%-5,035
TERRENO RLTY CORP(TRNO)526,589410,888-115,70131,14225,9761.87%-5,166
ISHARES TR23,5180-23,5185,1970-5,197
LAUDER ESTEE COS INC(EL)69,8400-69,8405,2370-5,237
KNOWLES CORP(KN)1,019,284991,041-28,24320,31415,0641.08%-5,251
CENTURI HOLDINGS INC(CTRI)275,1560-275,1565,3130-5,313
TENABLE HLDGS INC(TENB)000000
CANADIAN PACIFIC KANSAS CITY(CP)375,980294,551-81,42927,21020,6801.49%-6,529
RH(RH)31,28824,586-6,70212,3155,7630.41%-6,551
HAYWARD HLDGS INC(HAYW)2,077,3921,807,865-269,52731,76325,1651.81%-6,598
HUB GROUP INC(HUBG)701,978651,726-50,25231,28024,2251.74%-7,055
REINSURANCE GRP OF AMERICA(RGA)33,0840-33,0847,0680-7,068
REGAL REXNORD CORPORATION(RRX)246,493271,951+25,45838,23830,9622.23%-7,277
CORTEVA INC(CTVA)208,27871,126-137,15211,8644,4760.32%-7,388
BIOLIFE SOLUTIONS INC(BLFS)905,752684,385-221,36723,51315,6311.13%-7,882
ASHLAND INC(ASH)442,428396,317-46,11131,61623,4981.69%-8,118
ITRON INC(ITRI)172,729101,471-71,25818,75510,6300.77%-8,125
ROGERS CORP(ROG)145,27897,054-48,22414,7626,5540.47%-8,208
XYLEM INC(XYL)191,810116,843-74,96722,25413,9581.00%-8,296
DIGITAL RLTY TR INC(DLR)47,0420-47,0428,3420-8,342
MATADOR RES CO(MTDR)642,100530,954-111,14636,12527,1261.95%-8,998
VONTIER CORPORATION(VNT)1,060,432893,292-167,14038,67429,3452.11%-9,329
MICROSOFT CORP(MSFT)22,3170-22,3179,4070-9,407
CCC INTELLIGENT SOLUTIONS HL(CCC)1,518,315921,614-596,70117,8108,3220.60%-9,488
CONOCOPHILLIPS(COP)97,6270-97,6279,6820-9,682
ACV AUCTIONS INC(ACVA)2,237,7862,718,457+480,67148,33638,3032.76%-10,033
FOOT LOCKER INC1,600,8631,736,845+135,98234,83524,4901.76%-10,345
BROADCOM INC(AVGO)76,88144,099-32,78217,8247,3830.53%-10,441
MASIMO CORP222,817151,664-71,15336,83225,2671.82%-11,564
CIENA CORP(CIEN)426,626398,973-27,65336,18224,1101.74%-12,072
MOELIS & CO(MC)260,045114,898-145,14719,2126,7050.48%-12,507
CADENCE BANK609,856169,712-440,14421,0105,1520.37%-15,857
PTC INC(PTC)181,496109,498-71,99833,37216,9671.22%-16,405
ARCOSA INC000000
MADDEN STEVEN LTD(SHOO)624,321151,084-473,23726,5464,0250.29%-22,521
ALLSTATE CORP(ALL)125,1450-125,14524,1270-24,127
ELANCO ANIMAL HEALTH INC(ELAN)2,706,2250-2,706,22532,7720-32,772
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