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Portfolio (Quarterly) Guide ↗

REINHART PARTNERS, LLC.

· CIK 0001080298
13F Portfolio $4.4B AUM 72 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 26 Added 38 Reduced 3 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INTERNATIONAL BNCSHRS COM 749,761.0 $56.9M 1.30% +4K +0.6% $75.95
22 INDB INDEPENDENT BK CP MASS COM Financial Services 657,871.0 $55.1M 1.26% +9K +1.3% $83.72 -0.6%
23 EHC ENCOMPASS HEALTH CORP COM Healthcare 435,362.0 $44.0M 1.00% +8K +1.9% $101.08 +18.9%
24 CPT CAMDEN PPTY TR SH BEN INT Real Estate 60,264.0 $6.9M 0.16% +10K +18.9% $114.49 -5.4%
25 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 43,336.0 $5.3M 0.12% +6K +16.4% $123.11 +31.4%
26 SSNC SS&C TECHNOLOGIES HLDG COM Technology 84,270.0 $5.2M 0.12% +18K +27.6% $62.05 +33.7%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.2%
Industrials 16.7%
Consumer Cyclical 16.7%
Financial Services 16.4%
Healthcare 8.7%
Real Estate 4.1%
Consumer Defensive 3.8%
Communication Services 2.4%
Energy 1.8%
Utilities 0.2%