CRAMER ROSENTHAL MCGLYNN LLC
•CIK: 820743•Filing: Q4 2025
**CRAMER ROSENTHAL MCGLYNN LLC** manages $1.6B across a concentrated portfolio of 88 positions. The fund exhibits significant conviction in technology and industrials, highlighted by top holdings including SKY ($70.6M) and BKU ($68.2M). Further substantial allocations are directed toward RRX ($40.6M), HUBG ($40.1M), and CON ($38.9M). This structure suggests a tactical, high-conviction approach targeting established market leaders.
Total AUM
$1.6B
QoQ Performance
-0.3%
Positions
88
Top 10 Concentration
28.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SKY4.6%
BKU4.4%
RRX2.6%
HUBG2.6%
CON2.5%
TECH2.5%
TSEM2.4%
MKSI2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other98.0%
Financial1.0%
Materials0.8%
Technology0.1%
Healthcare0.1%
Utilities0.0%
🚪 Exited Positionssold since Q3 2025
+10 more exited positions
Changes from Q3 2025
NEW10 new positions
↑27 increased
↓51 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023