Cramer Rosenthal Mcglynn
Cramer Rosenthal Mcglynn reported 95 stocks worth $2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SKY (4.3%), BKU (3.9%) and RRX (3.6%). Compared with Q1 2026, the fund opened new positions in GTES, SOLS and VECO, added to SKY, BKU and RRX, trimmed MKSI, SMTC and HUBG and sold out of BURL, GTM and MZTI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SKY Champion Homes Inc | $83.7M | 4.3% | 950K | +183K (+24%) | 8 of 8 | |
| 2 |  BKU Bankunited Inc | $76.1M | 3.9% | 1.6M | +248K (+19%) | 7 of 8 | |
| 3 |  RRX Regal Rexnord Corporation | $71.9M | 3.6% | 302K | +53K (+21%) | 8 of 8 | |
| 4 |  WSC Willscot Hldgs Corp | $68.6M | 3.5% | 2.4M | +668K (+39%) | 7 of 8 | |
| 5 |  MKSI Mks Inc. | $58.4M | 3.0% | 131K | −17K (−12%) | 3 of 8 | |
| 6 |  TTI Tetra Technologies Inc Del | $57.4M | 2.9% | 5.1M | +3.3M (+188%) | 3 of 8 | |
| 7 |  TECH Bio-Techne Corp | $54.7M | 2.8% | 775K | +339K (+78%) | 8 of 8 | |
| 8 |  SMTC Semtech Corp | $53.1M | 2.7% | 328K | −86K (−21%) | 2 of 8 | |
| 9 |  KN Knowles Corp | $47.8M | 2.4% | 1.2M | +100K (+10%) | 8 of 8 | |
| 10 |  SHOO Madden Steven Ltd | $47M | 2.4% | 1.1M | +249K (+29%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BURL Burlington Stores Inc | $14.7M | 45K |
GATES INDL CORP PLC | $9.6M | 427K |
 GTM Zoominfo Technologies Inc | $5.3M | 890K |
 MZTI Lancaster Colony Corp | $4.1M | 30K |
 EXP Eagle Matls Inc | $4M | 21K |
🔒 Free account: see all 8.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 BIRK Birkenstock Holding PLC | Put | $6.9M | 159K | +159,200 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cramer Rosenthal Mcglynn 13F FAQ
What does Cramer Rosenthal Mcglynn own?
Cramer Rosenthal Mcglynn reported 95 stocks worth $2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SKY (4.3%), BKU (3.9%) and RRX (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did Cramer Rosenthal Mcglynn buy and sell in Q2 2026?
Compared with Q1 2026: 17 new positions, 32 added to, 46 trimmed and 8 sold out. New positions include GTES, SOLS and VECO. It sold all of BURL, GTM and MZTI.
When will Cramer Rosenthal Mcglynn file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Cramer Rosenthal Mcglynn's portfolio worth?
The Q2 2026 filing reports $2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.