StockDriftsStockDriftsTop 50 Cramer Rosenthal Mcglynn Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BKU | BANKUNITED INC | 4.39% | 1.32M | $59.8M | -13.54%(-207.21K) | $36.28(+24.63%) | 2026-03-31 | |
| SKY | CHAMPION HOMES INC | 4.19% | 767.3K | $57.1M | -8.22%(-68.70K) | $61.53(+7.72%) | 2026-03-31 | |
| RRX | REGAL REXNORD CORPORATION | 3.42% | 248.6K | $46.6M | -13.97%(-40.39K) | $138.47(+42.38%) | 2026-03-31 | |
| HUBG | HUB GROUP INC | 3.04% | 1.15M | $41.5M | +22.30%(+209.81K) | $40.21(-7.12%) | 2026-03-31 | |
| EVRG | EVERGY INC | 2.57% | 426.9K | $35.0M | -10.12%(-48.09K) | $72.86(+10.49%) | 2026-03-31 | |
| TDY | TELEDYNE TECHNOLOGIES INC | 2.52% | 56.7K | $34.3M | +4.18%(+2.27K) | $334.46(+84.35%) | 2026-03-31 | |
| MKSI | MKS INC. | 2.5% | 148.4K | $34.1M | -35.68%(-82.31K) | $141.78(+113.82%) | 2026-03-31 | |
| SUI | SUN CMNTYS INC | 2.48% | 268.5K | $33.8M | +5.57%(+14.17K) | $126.37(-4.71%) | 2026-03-31 | |
| SMTC | SEMTECH CORP | 2.34% | 414.5K | $31.9M | new | $75.29(+82.81%) | 2026-03-31 | |
| FIBK | FIRST INTST BANCSYSTEM INC | 2.24% | 914.2K | $30.5M | -13.24%(-139.47K) | $31.64(+7.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.92% | +22.23% |
| Top 20 Holdings Unweighted | +6.50% | +20.78% |
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