CRAMER ROSENTHAL MCGLYNN LLC
STAMFORD CT · SEC CIK 0000820743
$19.77亿2026Q2 申报市值
96持仓数
31.3%前十大占比 · 第一大 4.2%
17 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GTES 新建仓+$4,466.73万
TTI 加仓+$3,749.67万
SOLS 新建仓+$3,647.64万
VECO 新建仓+$3,471.28万
SAIA 新建仓+$3,317.77万
2026Q2 卖出最多 按季末市值估算
VSXY 减仓-$3,672.32万
TSEM 减仓-$3,076.28万
FUL 减仓-$1,923.95万
BJRI 减仓-$1,484.42万
BURL 清仓-$1,468.37万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SKY | CHAMPION HOMES INC | $8,372.96万 | 4.24% | 950,177 | 182,901 | 23.8% | $1,611.72万 | 加仓 |
| BKU | BANKUNITED INC | $7,613.06万 | 3.85% | 1,571,322 | 247,658 | 18.7% | $1,199.90万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $7,187.72万 | 3.64% | 301,764 | 53,118 | 21.4% | $1,265.22万 | 加仓 |
| WSC | WILLSCOT HLDGS CORP | $6,856.43万 | 3.47% | 2,375,755 | 668,306 | 39.1% | $1,928.73万 | 加仓 |
| MKSI | MKS INC. | $5,835.51万 | 2.95% | 131,194 | -17,191 | -11.6% | -$764.66万 | 减仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $5,744.78万 | 2.91% | 5,070,419 | 3,309,509 | 187.9% | $3,749.67万 | 加仓 |
| TECH | BIO-TECHNE CORP | $5,473.42万 | 2.77% | 774,723 | 339,090 | 77.8% | $2,395.67万 | 加仓 |
| SMTC | SEMTECH CORP | $5,310.95万 | 2.69% | 328,140 | -86,395 | -20.8% | -$1,398.30万 | 减仓 |
| KN | KNOWLES CORP | $4,780.01万 | 2.42% | 1,152,366 | 100,104 | 9.5% | $415.23万 | 加仓 |
| SHOO | MADDEN STEVEN LTD | $4,696.16万 | 2.38% | 1,115,478 | 249,183 | 28.8% | $1,049.06万 | 加仓 |
| EVRG | EVERGY INC | $4,513.21万 | 2.28% | 522,181 | 95,281 | 22.3% | $823.51万 | 加仓 |
| GTES | GATES INDL CORP LTD | $4,466.73万 | 2.26% | 1,596,973 | 1,596,973 | — | $4,466.73万 | 新建仓 |
| — | ACV AUCTIONS INC | $4,321.62万 | 2.19% | 6,010,600 | 2,086,001 | 53.2% | $1,499.83万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $4,070.16万 | 2.06% | 61,031 | 4,376 | 7.7% | $291.84万 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $3,987.27万 | 2.02% | 1,034,043 | 119,829 | 13.1% | $462.06万 | 加仓 |
| HUBG | HUB GROUP INC | $3,765.43万 | 1.91% | 859,884 | -290,870 | -25.3% | -$1,273.72万 | 减仓 |
| MTN | VAIL RESORTS INC | $3,701.05万 | 1.87% | 271,836 | 68,928 | 34.0% | $938.45万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3,647.64万 | 1.85% | 411,697 | 411,697 | — | $3,647.64万 | 新建仓 |
| VECO | VEECO INSTRS INC DEL | $3,471.28万 | 1.76% | 457,953 | 457,953 | — | $3,471.28万 | 新建仓 |
| TKR | TIMKEN CO | $3,411.45万 | 1.73% | 234,754 | 132,419 | 129.4% | $1,924.31万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $3,326.23万 | 1.68% | 534,592 | 331,927 | 163.8% | $2,065.25万 | 加仓 |
| SAIA | SAIA INC | $3,317.77万 | 1.68% | 78,777 | 78,777 | — | $3,317.77万 | 新建仓 |
| COO | COOPER COS INC | $3,186.50万 | 1.61% | 444,359 | 93,397 | 26.6% | $669.75万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $3,182.29万 | 1.61% | 463,958 | 80,879 | 21.1% | $554.75万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $3,089.38万 | 1.56% | 356,535 | 110,430 | 44.9% | $956.88万 | 加仓 |
| SUI | SUN CMNTYS INC | $2,866.08万 | 1.45% | 239,019 | -29,466 | -11.0% | -$353.33万 | 减仓 |
| MRTN | MARTEN TRANS LTD | $2,643.72万 | 1.34% | 1,523,757 | 1,523,757 | — | $2,643.72万 | 新建仓 |
| DCH | DAUCH CORP | $2,453.83万 | 1.24% | 4,527,355 | 1,040,932 | 29.9% | $564.19万 | 加仓 |
| HAPN | HAPPEN INC | $2,451.65万 | 1.24% | 1,182,086 | -474,009 | -28.6% | -$983.09万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $2,411.26万 | 1.22% | 372,281 | -41,737 | -10.1% | -$270.33万 | 减仓 |
| SLB | SLB LIMITED | $2,305.78万 | 1.17% | 495,974 | 495,974 | — | $2,305.78万 | 新建仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $2,251.21万 | 1.14% | 143,426 | 23,576 | 19.7% | $370.05万 | 加仓 |
| ASH | ASHLAND INC | $2,231.98万 | 1.13% | 338,743 | 129,123 | 61.6% | $850.79万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $2,228.53万 | 1.13% | 136,460 | -32,273 | -19.1% | -$527.05万 | 减仓 |
| CPT | CAMDEN PPTY TR | $2,218.20万 | 1.12% | 193,746 | 108,932 | 128.4% | $1,247.16万 | 加仓 |
| BJRI | BJS RESTAURANTS INC | $2,117.56万 | 1.07% | 348,656 | -244,409 | -41.2% | -$1,484.42万 | 减仓 |
| TFSL | TFS FINL CORP | $2,060.69万 | 1.04% | 1,162,917 | -14,721 | -1.3% | -$26.09万 | 减仓 |
| SAIL | SAILPOINT INC | $1,888.95万 | 0.96% | 1,290,269 | 1,290,269 | — | $1,888.95万 | 新建仓 |
| WWD | WOODWARD INC | $1,774.00万 | 0.90% | 41,698 | -1,428 | -3.3% | -$60.75万 | 减仓 |
| TGT | TARGET CORP | $1,769.48万 | 0.90% | 135,478 | 135,478 | — | $1,769.48万 | 新建仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $1,744.67万 | 0.88% | 586,444 | -478,977 | -45.0% | -$1,424.96万 | 减仓 |
| KWR | QUAKER HOUGHTON | $1,685.20万 | 0.85% | 106,074 | 36,825 | 53.2% | $585.04万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $1,672.86万 | 0.85% | 97,107 | 7,228 | 8.0% | $124.52万 | 加仓 |
| — | BIOLIFE SOLUTIONS INC | $1,626.04万 | 0.82% | 575,792 | -57,020 | -9.0% | -$161.02万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,595.78万 | 0.81% | 174,976 | -5,918 | -3.3% | -$53.97万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1,588.97万 | 0.80% | 46,990 | -1,488 | -3.1% | -$50.32万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,380.74万 | 0.70% | 157,314 | 50,363 | 47.1% | $442.04万 | 加仓 |
| MC | MOELIS & CO | $1,317.06万 | 0.67% | 201,323 | 72,728 | 56.6% | $475.79万 | 加仓 |
| RRC | RANGE RES CORP | $1,306.85万 | 0.66% | 351,397 | -297,067 | -45.8% | -$1,104.79万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $1,303.39万 | 0.66% | 219,573 | 219,573 | — | $1,303.39万 | 新建仓 |
| AME | AMETEK INC | $1,246.62万 | 0.63% | 51,526 | -1,967 | -3.7% | -$47.59万 | 减仓 |
| OMCL | OMNICELL COM | $1,239.77万 | 0.63% | 298,597 | -4,834 | -1.6% | -$20.07万 | 减仓 |
| CFFN | CAPITOL FED FINL INC | $1,187.39万 | 0.60% | 1,395,285 | -39,603 | -2.8% | -$33.70万 | 减仓 |
| TFC | TRUIST FINL CORP | $1,170.20万 | 0.59% | 234,886 | -7,908 | -3.3% | -$39.40万 | 减仓 |
| GPN | GLOBAL PMTS INC | $1,146.97万 | 0.58% | 158,072 | -4,759 | -2.9% | -$34.53万 | 减仓 |
| VNT | VONTIER CORPORATION | $1,136.99万 | 0.58% | 392,064 | -403 | -0.1% | -$1.17万 | 减仓 |
| CIEN | CIENA CORP | $1,072.81万 | 0.54% | 21,869 | -8,022 | -26.8% | -$393.53万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $1,072.37万 | 0.54% | 53,453 | 342 | 0.6% | $6.86万 | 加仓 |
| XYL | XYLEM INC | $1,068.95万 | 0.54% | 90,428 | -47,134 | -34.3% | -$557.17万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $1,042.59万 | 0.53% | 84,564 | -34,672 | -29.1% | -$427.47万 | 减仓 |
| VVV | VALVOLINE INC | $943.12万 | 0.48% | 238,524 | -7,534 | -3.1% | -$29.79万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $943.09万 | 0.48% | 26,270 | 7,883 | 42.9% | $283.00万 | 重新持有 |
| EVR | EVERCORE INC | $938.62万 | 0.47% | 27,490 | -8,178 | -22.9% | -$279.23万 | 减仓 |
| CBRE | CBRE GROUP INC | $867.58万 | 0.44% | 64,413 | -2,047 | -3.1% | -$27.57万 | 减仓 |
| AVY | AVERY DENNISON CORP | $863.98万 | 0.44% | 53,217 | -1,947 | -3.5% | -$31.61万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $813.74万 | 0.41% | 487,559 | 120,041 | 32.7% | $200.35万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $775.31万 | 0.39% | 98,565 | 36,747 | 59.4% | $289.05万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $774.25万 | 0.39% | 92,747 | -439,904 | -82.6% | -$3,672.32万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $734.04万 | 0.37% | 153,726 | -132,246 | -46.2% | -$631.47万 | 减仓 |
| CPF | CENTRAL PAC FINL CORP | $726.08万 | 0.37% | 190,073 | -68,952 | -26.6% | -$263.40万 | 减仓 |
| MTDR | MATADOR RES CO | $711.80万 | 0.36% | 142,990 | -148,708 | -51.0% | -$740.27万 | 减仓 |
| CRH | CRH PLC | $692.66万 | 0.35% | 64,735 | -24,116 | -27.1% | -$258.04万 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $692.48万 | 0.35% | 123,967 | 88,696 | 251.5% | $495.46万 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC 看跌期权 | $685.04万 | 0.35% | 159,200 | 159,200 | — | $685.04万 | 新建仓 |
| STC | STEWART INFORMATION SVCS COR | $683.43万 | 0.35% | 103,519 | -2,862 | -2.7% | -$18.89万 | 减仓 |
| COHU | COHU INC | $682.63万 | 0.35% | 92,360 | -95,982 | -51.0% | -$709.40万 | 减仓 |
| MHO | M/I HOMES INC | $658.79万 | 0.33% | 40,972 | -1,139 | -2.7% | -$18.31万 | 减仓 |
| NX | QUANEX BLDG PRODS CORP | $644.05万 | 0.33% | 345,889 | 345,889 | — | $644.05万 | 新建仓 |
| BOH | BANK HAWAII CORP | $624.78万 | 0.32% | 76,669 | -2,203 | -2.8% | -$17.95万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $618.08万 | 0.31% | 43,347 | -50,918 | -54.0% | -$726.04万 | 减仓 |
| MSEX | MIDDLESEX WTR CO | $607.61万 | 0.31% | 108,192 | 14,535 | 15.5% | $81.63万 | 加仓 |
| AMZN | AMAZON COM INC | $572.95万 | 0.29% | 24,039 | 24,039 | — | $572.95万 | 新建仓 |
| TNC | TENNANT CO | $520.30万 | 0.26% | 59,436 | 59,436 | — | $520.30万 | 新建仓 |
| XHR | XENIA HOTELS & RESORTS INC | $471.49万 | 0.24% | 231,578 | -651,091 | -73.8% | -$1,325.62万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP | $456.58万 | 0.23% | 37,278 | -1,029 | -2.7% | -$12.60万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $451.80万 | 0.23% | 42,149 | 42,149 | — | $451.80万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $347.41万 | 0.18% | 20,333 | 20,333 | — | $347.41万 | 新建仓 |
| CLW | CLEARWATER PAPER CORP | $284.16万 | 0.14% | 181,226 | -85,033 | -31.9% | -$133.33万 | 减仓 |
| INTC | INTEL CORP | $230.56万 | 0.12% | 16,512 | 16,512 | — | $230.56万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $187.10万 | 0.09% | 20,277 | -300 | -1.5% | -$2.77万 | 减仓 |
| C | CITIGROUP INC | $169.90万 | 0.09% | 12,139 | -3,972 | -24.7% | -$55.59万 | 减仓 |
| DHR | DANAHER CORP DEL | $149.01万 | 0.08% | 7,823 | 1,361 | 21.1% | $25.92万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $138.69万 | 0.07% | 5,321 | -118,028 | -95.7% | -$3,076.28万 | 减仓 |
| AVGO | BROADCOM INC | $135.35万 | 0.07% | 3,583 | -23,346 | -86.7% | -$881.89万 | 减仓 |
| FUL | FULLER H B CO | $132.47万 | 0.07% | 22,726 | -330,065 | -93.6% | -$1,923.95万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $114.31万 | 0.06% | 4,065 | 4,065 | — | $114.31万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $0 | 0.00% | 0 | -45,128 | -100.0% | -$1,468.37万 | 清仓 |
| — | GATES INDL CORP PLC | $0 | 0.00% | 0 | -426,620 | -100.0% | -$964.59万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -889,757 | -100.0% | -$532.07万 | 清仓 |
| MZTI | MARZETTI COMPANY | $0 | 0.00% | 0 | -29,973 | -100.0% | -$414.62万 | 清仓 |