StockDriftsStockDriftsTop 50 Reinhart Partners, Llc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACLS | AXCELIS TECHNOLOGIES I COM | 4.44% | 1.66M | $154.3M | +4.27%(+67.85K) | $93.58(+49.29%) | 2026-03-31 | |
| FCNCA | FIRST CTZNS BANCSHS NC CL A | 4.24% | 78.3K | $147.6M | +0.62%(+483) | $1061.94(+88.54%) | 2026-03-31 | |
| SIMO | SILICON MOTION TECH CP SPONSOR | 4.24% | 1.31M | $147.6M | -16.48%(-259.32K) | $63.47(+275.64%) | 2026-03-31 | |
| MOD | MODINE MFG CO COM | 3.75% | 601.2K | $130.3M | -9.21%(-60.99K) | $82.69(+228.47%) | 2026-03-31 | |
| IDCC | INTERDIGITAL INC COM | 3.67% | 422.3K | $127.5M | +1.11%(+4.65K) | $158.14(+81.56%) | 2026-03-31 | |
| PAYC | PAYCOM SOFTWARE INC COM | 3.55% | 1.02M | $123.5M | +69.76%(+417.39K) | $165.07(-20.23%) | 2026-03-31 | |
| SKWD | SKYWARD SPECIALTY INS COM | 3.49% | 2.78M | $121.5M | +15.06%(+364.03K) | $50.71(-13.37%) | 2026-03-31 | |
| AHCO | ADAPTHEALTH CORP COMMON STOCK | 3.45% | 10.08M | $120.0M | +24.46%(+1.98M) | $11.38(+3.29%) | 2026-03-31 | |
| LNTH | LANTHEUS HLDGS INC COM | 3.41% | 1.56M | $118.7M | +0.15%(+2.30K) | $63.03(+36.16%) | 2026-03-31 | |
| YETI | YETI HLDGS INC COM | 3.28% | 3.12M | $114.1M | +2.73%(+82.78K) | $34.48(+15.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.39% | +45.80% |
| Top 20 Holdings Unweighted | +15.39% | +53.65% |
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