Fund HoldingsCRAMER ROSENTHAL MCGLYNN LLC

Total Portfolio Value
$1.77B
Total Bought
$338.13M
Total Sold
$332.18M
Net Transaction
+$5.94M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
FOOT LOCKER INC01,600,863+1,600,863034,8351.97%+34,835
GLOBAL PMTS INC(GPN)76,455276,512+200,0577,83130,9861.75%+23,155
ZOOMINFO TECHNOLOGIES INC(GTM)01,828,384+1,828,384019,2161.09%+19,216
MATADOR RES CO(MTDR)0642,100+642,100036,1252.04%+36,125
BANKUNITED INC(BKU)0488,936+488,936018,6631.05%+18,663
RANGE RES CORP(RRC)0462,998+462,998016,6590.94%+16,659
LENDINGCLUB CORP(HAPN)0829,661+829,661013,4320.76%+13,432
FULTON FINL CORP PA(FULT)681,2411,333,772+652,53112,35125,7151.45%+13,364
MASIMO CORP185,017222,817+37,80024,66836,8322.08%+12,163
CAPITAL ONE FINL CORP(COF)063,236+63,236011,2760.64%+11,276
BROADCOM INC(AVGO)42,95176,881+33,9307,40917,8241.01%+10,415
CONOCOPHILLIPS(COP)097,627+97,62709,6820.55%+9,682
VONTIER CORPORATION(VNT)865,3411,060,432+195,09129,19738,6742.19%+9,477
BANK HAWAII CORP514,260563,259+48,99932,28040,1272.27%+7,846
OMNICELL COM(OMCL)0173,031+173,03107,7030.44%+7,703
CORTEVA INC(CTVA)0208,278+208,278011,8640.67%+11,864
ROGERS CORP(ROG)75,337145,278+69,9418,51414,7620.83%+6,248
TELEDYNE TECHNOLOGIES INC(TDY)66,90575,018+8,11329,28234,8181.97%+5,536
ISHARES TR023,518+23,51805,1970.29%+5,197
CHAMPION HOMES INC(SKY)503,109599,297+96,18847,72052,7982.98%+5,078
CLEARWATER PAPER CORP51,626218,279+166,6531,4736,4980.37%+5,025
XENIA HOTELS & RESORTS INC(XHR)0975,732+975,732014,4990.82%+14,499
HUB GROUP INC(HUBG)592,751701,978+109,22726,94131,2801.77%+4,340
WILLSCOT HLDGS CORP(WSC)0121,939+121,93904,0790.23%+4,079
BJS RESTAURANTS INC(BJRI)324,424416,709+92,28510,56314,6410.83%+4,078
MOBILEYE GLOBAL INC(MBLY)383,204464,330+81,1265,2509,2490.52%+4,000
ACV AUCTIONS INC(ACVA)2,207,1452,237,786+30,64144,87148,3362.73%+3,465
EVERCORE INC(EVR)69,44575,716+6,27117,59320,9881.19%+3,395
CACTUS INC(WHD)87,998144,980+56,9825,2518,4610.48%+3,210
TANGER INC(SKT)088,617+88,61703,0240.17%+3,024
HAYWARD HLDGS INC(HAYW)1,899,4892,077,392+177,90329,13831,7631.79%+2,625
KNOWLES CORP(KN)982,6861,019,284+36,59817,71820,3141.15%+2,597
MRC GLOBAL INC608,647794,487+185,8407,75410,1540.57%+2,399
NISOURCE INC(NI)869,693878,529+8,83630,13532,2951.82%+2,160
LAUDER ESTEE COS INC(EL)31,74969,840+38,0913,1655,2370.30%+2,072
CCC INTELLIGENT SOLUTIONS HL(CCC)1,431,2971,518,315+87,01815,81617,8101.01%+1,994
I3 VERTICALS INC209,041276,530+67,4894,4556,3710.36%+1,917
MICROSOFT CORP(MSFT)18,11322,317+4,2047,7949,4070.53%+1,613
REGAL REXNORD CORPORATION(RRX)220,851246,493+25,64236,63538,2382.16%+1,604
RH(RH)32,42031,288-1,13210,84212,3150.70%+1,472
CENTURI HOLDINGS INC(CTRI)284,051275,156-8,8954,5875,3130.30%+726
DIGITAL RLTY TR INC(DLR)47,63847,042-5967,7098,3420.47%+633
ISHARES TR01,743+1,74305830.03%+583
HORACE MANN EDUCATORS CORP(HMN)734,157668,743-65,41425,65926,2351.48%+576
APPLIED INDL TECHNOLOGIES IN(AIT)56,00253,845-2,15712,49612,8940.73%+399
TFS FINL CORP(TFSL)1,243,4361,304,667+61,23115,99116,3870.93%+396
FULLER H B CO(FUL)86,937108,129+21,1926,9017,2970.41%+395
CITIGROUP INC(C)41,33340,929-4042,5872,8810.16%+294
CBRE GROUP INC(CBRE)124,433119,790-4,64315,48915,7270.89%+238
AMETEK INC74,36171,404-2,95712,76912,8710.73%+103
URBAN EDGE PPTYS(UE)156,528151,471-5,0573,3483,2570.18%-92
SCHWAB CHARLES CORP(SCHW)48,62340,493-8,1303,1512,9970.17%-154
CAPITOL FED FINL INC(CFFN)1,443,4931,397,234-46,2598,4308,2580.47%-172
CAMDEN PPTY TR(CPT)181,207191,418+10,21122,38522,2121.26%-172
SPDR SER TR
ST STR BLO 1 ETF
2,7030-2,7032480-248
CHESAPEAKE UTILS CORP(CPK)63,34861,323-2,0257,8667,4420.42%-424
TRUIST FINL CORP(TFC)452,135435,788-16,34719,33818,9041.07%-433
REINSURANCE GRP OF AMERICA(RGA)34,45533,084-1,3717,5077,0680.40%-439
ALLSTATE CORP(ALL)129,860125,145-4,71524,62824,1271.36%-501
CENTRAL PAC FINL CORP(CPF)387,433374,961-12,47211,43310,8930.62%-541
CLEAN HARBORS INC(CLH)101,786104,264+2,47824,60323,9951.36%-607
CRH PLC
ORD
197,935190,638-7,29718,35617,6381.00%-719
XYLEM INC(XYL)170,163191,810+21,64722,97722,2541.26%-723
WOODWARD INC(WWD)79,81876,860-2,95813,69012,7910.72%-899
PTC INC(PTC)189,972181,496-8,47634,32033,3721.89%-949
CRANE COMPANY(CR)6,7600-6,7601,0700-1,070
LANCASTER COLONY CORP(MZTI)55,41749,463-5,9549,7858,5640.48%-1,221
MIDDLESEX WTR CO(MSEX)105,779102,385-3,3946,9015,3890.30%-1,512
MOELIS & CO(MC)303,007260,045-42,96220,75919,2121.09%-1,547
FIRST AMERN FINL CORP(FAF)829,964847,843+17,87954,78652,9392.99%-1,847
MICROCHIP TECHNOLOGY INC.(MCHP)141,688163,464+21,77611,3769,3750.53%-2,001
LITTELFUSE INC(LFUS)7,6760-7,6762,0360-2,036
AVERY DENNISON CORP100,165105,918+5,75322,11219,8201.12%-2,292
STEWART INFORMATION SVCS CORP(STC)79,88253,027-26,8555,9703,5790.20%-2,392
AGILYSYS INC(AGYS)25,8620-25,8622,8180-2,818
MUELLER WTR PRODS INC(MWA)346,477188,308-158,1697,5194,2370.24%-3,282
HANCOCK WHITNEY CORPORATION(HWC)136,55159,952-76,5996,9873,2810.19%-3,707
COPT DEFENSE PROPERTIES(CDP)286,982149,785-137,1978,7044,6360.26%-4,068
BIOLIFE SOLUTIONS INC(BLFS)1,102,659905,752-196,90727,61123,5131.33%-4,097
SUN CMNTYS INC(SUI)294,706288,951-5,75539,83035,5322.01%-4,297
CANADIAN PACIFIC KANSAS CITY(CP)369,154375,980+6,82631,57727,2101.54%-4,368
MADDEN STEVEN LTD(SHOO)631,032624,321-6,71130,91426,5461.50%-4,368
BIO-TECHNE CORP(TECH)496,815485,517-11,29839,71034,9721.98%-4,739
ENVESTNET INC000000
ASHLAND INC(ASH)427,276442,428+15,15237,16031,6161.79%-5,544
ELANCO ANIMAL HEALTH INC(ELAN)2,617,1942,706,225+89,03138,44732,7721.85%-5,674
EAGLE MATLS INC(EXP)95,27385,573-9,70027,40521,1161.19%-6,289
BURLINGTON STORES INC(BURL)061,431+61,431017,5120.99%+17,512
CIENA CORP(CIEN)701,208426,626-274,58243,18736,1822.04%-7,005
TERRENO RLTY CORP(TRNO)574,966526,589-48,37738,42531,1421.76%-7,283
ITRON INC(ITRI)0172,729+172,729018,7551.06%+18,755
ATMOS ENERGY CORP(ATO)255,709197,468-58,24135,46927,5011.55%-7,968
CADENCE BANK911,988609,856-302,13229,04721,0101.19%-8,037
ADVANCED DRAIN SYS INC DEL(WMS)157,428139,403-18,02524,74116,1150.91%-8,626
SHARKNINJA INC(SN)000000
MARTIN MARIETTA MATLS INC(MLM)31,72714,307-17,42017,0777,3900.42%-9,687
NEXTERA ENERGY INC(NEE)169,96956,413-113,55614,3674,0440.23%-10,323
VALVOLINE INC(VVV)258,5420-258,54210,8200-10,820
VICTORIAS SECRET AND CO(VSXY)1,313,256534,897-778,35933,75122,1551.25%-11,595
CONCENTRA GROUP HOLDINGS PAR(CON)1,781,2861,427,202-354,08439,83028,2301.60%-11,599
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