REINHART PARTNERS, LLC.
•CIK: 1080298•Filing: Q4 2025
Reinhart Partners, LLC., managed by the seasoned investor team of John Reinhart and his partners, is known for its concentrated, high-conviction approach, currently managing $3.3 billion in assets across 74 positions. The fund recently made notable moves by adding Paycom Software (PAYC) with a 656% increase and GKD with a 78% rise, while significantly cutting its position in AFG by 54%, reflecting its dynamic strategy in response to market conditions.
Total AUM
$3.3B
QoQ Performance
+8.6%
Positions
74
Top 10 Concentration
38.2%
Latest Filing
Q4 2025
Top Holdings Allocation
FCNCA
FCNCA5.0%
SIMO4.4%
YETI4.0%
IDI4.0%
ACLS3.8%
SKWD3.7%
FMF3.6%
AGO3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other99.9%
Consumer0.1%
ETF0.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑28 increased
↓40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023