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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ASGN	ASGN INC COM	Technology	1,650,955	$63.9M	1.84%	SOLD
2	ESI	ELEMENT SOLUTIONS INC COM	Basic Materials	976,283	$33.3M	0.96%	SOLD
3	LKQ	LKQ CORP COM	Consumer Cyclical	155,390	$4.6M	0.13%	SOLD

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%