StockDriftsStockDriftsTop 50 Cramer Rosenthal Mcglynn LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SKY | CHAMPION HOMES INC | 4.25% | 950.2K | $83.7M | +23.84%(+182.90K) | $65.12(+45.16%) | 2026-06-30 | |
| BKU | BANKUNITED INC | 3.87% | 1.57M | $76.1M | +18.71%(+247.66K) | $37.87(+26.26%) | 2026-06-30 | |
| RRX | REGAL REXNORD CORPORATION | 3.65% | 301.8K | $71.9M | +21.36%(+53.12K) | $150.74(+16.42%) | 2026-06-30 | |
| WSC | WILLSCOT HLDGS CORP | 3.48% | 2.38M | $68.6M | +39.14%(+668.31K) | $24.22(-1.88%) | 2026-06-30 | |
| MKSI | MKS INC. | 2.96% | 131.2K | $58.4M | -11.59%(-17.19K) | $141.78(+113.59%) | 2026-06-30 | |
| TTI | TETRA TECHNOLOGIES INC DEL | 2.92% | 5.07M | $57.4M | +187.94%(+3.31M) | $9.06(-5.64%) | 2026-06-30 | |
| TECH | BIO-TECHNE CORP | 2.78% | 774.7K | $54.7M | +77.84%(+339.09K) | $65.79(+10.04%) | 2026-06-30 | |
| SMTC | SEMTECH CORP | 2.7% | 328.1K | $53.1M | -20.84%(-86.39K) | $75.29(+89.62%) | 2026-06-30 | |
| KN | KNOWLES CORP | 2.43% | 1.15M | $47.8M | +9.51%(+100.10K) | $18.72(+105.75%) | 2026-06-30 | |
| SHOO | MADDEN STEVEN LTD | 2.38% | 1.12M | $47.0M | +28.76%(+249.18K) | $32.68(+44.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.86% | +55.53% | +7.95% | +46.56% |
| Top 20 Holdings Unweighted | +15.89% | +55.66% | +7.61% | +44.30% |
Cramer Rosenthal Mcglynn LLC reports $1.98B in US-listed equity holdings across 95 positions in its most recent 13F filing. Its largest disclosed positions are SKY (4.3%), BKU (3.9%) and RRX (3.6%). The top 20 holdings account for 50.81% of reported assets. Its disclosed equity book has returned +55.53% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cramer Rosenthal Mcglynn LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 820743). View Cramer Rosenthal Mcglynn LLC’s 13F filings on SEC