CRAMER ROSENTHAL MCGLYNN LLC
STAMFORD CT · SEC CIK 0000820743
$13.62亿2026Q1 申报市值
86持仓数
29.7%前十大占比 · 第一大 4.4%
10 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SMTC 新建仓+$3,187.36万
DCH 新建仓+$2,067.45万
TKR 新建仓+$1,029.18万
BIOLIFE SOLUTION 重新持有+$1,023.11万
GATES INDL CORP 新建仓+$964.59万
2026Q1 卖出最多 按季末市值估算
TSEM 减仓-$3,496.56万
CIEN 减仓-$2,588.45万
HAYW 减仓-$1,995.70万
CON 减仓-$1,956.66万
MKSI 减仓-$1,891.50万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BKU | BANKUNITED INC | $5,977.67万 | 4.39% | 1,323,664 | -207,213 | -13.5% | -$935.77万 | 减仓 |
| SKY | CHAMPION HOMES INC | $5,706.23万 | 4.19% | 767,276 | -68,703 | -8.2% | -$510.94万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $4,656.15万 | 3.42% | 248,646 | -40,389 | -14.0% | -$756.32万 | 减仓 |
| HUBG | HUB GROUP INC | $4,147.32万 | 3.04% | 1,150,754 | 209,815 | 22.3% | $756.17万 | 加仓 |
| EVRG | EVERGY INC | $3,497.16万 | 2.57% | 426,900 | -48,088 | -10.1% | -$393.94万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $3,427.68万 | 2.52% | 56,655 | 2,273 | 4.2% | $137.52万 | 加仓 |
| MKSI | MKS INC. | $3,410.04万 | 2.50% | 148,385 | -82,307 | -35.7% | -$1,891.50万 | 减仓 |
| SUI | SUN CMNTYS INC | $3,381.84万 | 2.48% | 268,485 | 14,169 | 5.6% | $178.47万 | 加仓 |
| SMTC | SEMTECH CORP | $3,187.36万 | 2.34% | 414,535 | 414,535 | — | $3,187.36万 | 新建仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $3,053.47万 | 2.24% | 914,214 | -139,471 | -13.2% | -$465.83万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $2,964.13万 | 2.18% | 1,707,449 | -105,484 | -5.8% | -$183.12万 | 减仓 |
| SHOO | MADDEN STEVEN LTD | $2,938.47万 | 2.16% | 866,295 | 57,253 | 7.1% | $194.20万 | 加仓 |
| RRC | RANGE RES CORP | $2,929.76万 | 2.15% | 648,464 | -395,658 | -37.9% | -$1,787.58万 | 减仓 |
| KN | KNOWLES CORP | $2,702.21万 | 1.98% | 1,052,262 | -315,301 | -23.1% | -$809.69万 | 减仓 |
| MTN | VAIL RESORTS INC | $2,603.72万 | 1.91% | 202,908 | 11,516 | 6.0% | $147.77万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $2,542.90万 | 1.87% | 414,018 | -40,883 | -9.0% | -$251.10万 | 减仓 |
| COO | COOPER COS INC | $2,509.38万 | 1.84% | 350,962 | 33,802 | 10.7% | $241.68万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $2,469.37万 | 1.81% | 532,651 | 43,609 | 8.9% | $202.17万 | 加仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $2,371.53万 | 1.74% | 1,656,095 | 22,074 | 1.4% | $31.61万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $2,309.58万 | 1.70% | 383,079 | -50,100 | -11.6% | -$302.05万 | 减仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $2,285.33万 | 1.68% | 1,065,421 | -912,196 | -46.1% | -$1,956.66万 | 减仓 |
| TECH | BIO-TECHNE CORP | $2,276.62万 | 1.67% | 435,633 | -218,837 | -33.4% | -$1,143.64万 | 减仓 |
| FUL | FULLER H B CO | $2,176.01万 | 1.60% | 352,791 | 85,570 | 32.0% | $527.80万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $2,164.53万 | 1.59% | 123,349 | -199,257 | -61.8% | -$3,496.56万 | 减仓 |
| BJRI | BJS RESTAURANTS INC | $2,081.66万 | 1.53% | 593,065 | -45,490 | -7.1% | -$159.67万 | 减仓 |
| DCH | DAUCH CORP | $2,067.45万 | 1.52% | 3,486,423 | 3,486,423 | — | $2,067.45万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $1,946.84万 | 1.43% | 168,733 | 76,981 | 83.9% | $888.21万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,935.86万 | 1.42% | 246,105 | -72,606 | -22.8% | -$571.12万 | 减仓 |
| MTDR | MATADOR RES CO | $1,842.95万 | 1.35% | 291,698 | -22,224 | -7.1% | -$140.41万 | 减仓 |
| — | ACV AUCTIONS INC | $1,664.03万 | 1.22% | 3,924,599 | -332,082 | -7.8% | -$140.80万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $1,660.24万 | 1.22% | 89,879 | -59,800 | -40.0% | -$1,104.63万 | 减仓 |
| TFSL | TFS FINL CORP | $1,654.58万 | 1.21% | 1,177,638 | 2,953 | 0.3% | $4.15万 | 加仓 |
| XYL | XYLEM INC | $1,643.87万 | 1.21% | 137,562 | 1,653 | 1.2% | $19.75万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $1,643.50万 | 1.21% | 119,850 | -16,968 | -12.4% | -$232.68万 | 减仓 |
| WWD | WOODWARD INC | $1,543.57万 | 1.13% | 43,126 | 890 | 2.1% | $31.85万 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $1,500.30万 | 1.10% | 1,760,910 | -88,696 | -4.8% | -$75.57万 | 减仓 |
| BURL | BURLINGTON STORES INC | $1,468.37万 | 1.08% | 45,128 | -52,989 | -54.0% | -$1,724.16万 | 减仓 |
| VNT | VONTIER CORPORATION | $1,392.08万 | 1.02% | 392,467 | -445,500 | -53.2% | -$1,580.19万 | 减仓 |
| XHR | XENIA HOTELS & RESORTS INC | $1,309.00万 | 0.96% | 882,669 | 114,393 | 14.9% | $169.64万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1,286.22万 | 0.94% | 48,478 | 2,199 | 4.8% | $58.34万 | 加仓 |
| — | BIOLIFE SOLUTIONS INC | $1,207.41万 | 0.89% | 632,812 | 536,222 | 555.2% | $1,023.11万 | 重新持有 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,168.76万 | 0.86% | 180,894 | -739 | -0.4% | -$4.77万 | 减仓 |
| ASH | ASHLAND INC | $1,165.70万 | 0.86% | 209,620 | 43,825 | 26.4% | $243.71万 | 加仓 |
| CIEN | CIENA CORP | $1,160.46万 | 0.85% | 29,891 | -66,673 | -69.0% | -$2,588.45万 | 减仓 |
| AME | AMETEK INC | $1,146.68万 | 0.84% | 53,493 | 1,370 | 2.6% | $29.37万 | 加仓 |
| TFC | TRUIST FINL CORP | $1,116.12万 | 0.82% | 242,794 | -5,158 | -2.1% | -$23.71万 | 减仓 |
| GPN | GLOBAL PMTS INC | $1,095.85万 | 0.80% | 162,831 | 19,864 | 13.9% | $133.68万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $1,069.06万 | 0.78% | 202,665 | 50,787 | 33.4% | $267.90万 | 加仓 |
| EVR | EVERCORE INC | $1,064.73万 | 0.78% | 35,668 | -47,234 | -57.0% | -$1,409.98万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $1,030.68万 | 0.76% | 119,236 | 18,347 | 18.2% | $158.59万 | 加仓 |
| TKR | TIMKEN CO | $1,029.18万 | 0.76% | 102,335 | 102,335 | — | $1,029.18万 | 新建仓 |
| CFFN | CAPITOL FED FINL INC | $1,023.08万 | 0.75% | 1,434,888 | -41,368 | -2.8% | -$29.50万 | 减仓 |
| OMCL | OMNICELL COM | $1,012.85万 | 0.74% | 303,431 | 53,869 | 21.6% | $179.81万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $993.36万 | 0.73% | 106,951 | 100,064 | 1,452.9% | $929.39万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $968.90万 | 0.71% | 53,111 | -2,637 | -4.7% | -$48.11万 | 减仓 |
| — | GATES INDL CORP PLC | $964.59万 | 0.71% | 426,620 | 426,620 | — | $964.59万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $952.57万 | 0.70% | 55,164 | 2,008 | 3.8% | $34.67万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $951.71万 | 0.70% | 285,972 | 129,280 | 82.5% | $430.24万 | 加仓 |
| CRH | CRH PLC | $934.00万 | 0.69% | 88,851 | -5,292 | -5.6% | -$55.63万 | 减仓 |
| CBRE | CBRE GROUP INC | $900.27万 | 0.66% | 66,460 | -1,474 | -2.2% | -$19.97万 | 减仓 |
| KWR | QUAKER HOUGHTON | $860.28万 | 0.63% | 69,249 | 32,498 | 88.4% | $403.72万 | 加仓 |
| AVGO | BROADCOM INC | $833.48万 | 0.61% | 26,929 | 22,865 | 562.6% | $707.69万 | 加仓 |
| VVV | VALVOLINE INC | $828.72万 | 0.61% | 246,058 | 14,972 | 6.5% | $50.43万 | 加仓 |
| CPT | CAMDEN PPTY TR | $828.29万 | 0.61% | 84,814 | 4,929 | 6.2% | $48.14万 | 加仓 |
| CPF | CENTRAL PAC FINL CORP | $827.84万 | 0.61% | 259,025 | -57,706 | -18.2% | -$184.43万 | 减仓 |
| MC | MOELIS & CO | $732.99万 | 0.54% | 128,595 | -92,868 | -41.9% | -$529.35万 | 减仓 |
| STC | STEWART INFORMATION SVCS COR | $655.09万 | 0.48% | 106,381 | -3,068 | -2.8% | -$18.89万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $586.14万 | 0.43% | 94,265 | 94,265 | — | $586.14万 | 新建仓 |
| BOH | BANK HAWAII CORP | $585.62万 | 0.43% | 78,872 | -24,403 | -23.6% | -$181.19万 | 减仓 |
| COHU | COHU INC | $576.70万 | 0.42% | 188,342 | 188,342 | — | $576.70万 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC | $547.23万 | 0.40% | 367,518 | -10,595 | -2.8% | -$15.78万 | 减仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $532.07万 | 0.39% | 889,757 | -2,427,818 | -73.2% | -$1,451.84万 | 减仓 |
| MHO | M/I HOMES INC | $515.65万 | 0.38% | 42,111 | -50,072 | -54.3% | -$613.13万 | 重新持有 |
| MSEX | MIDDLESEX WTR CO | $487.48万 | 0.36% | 93,657 | -11,409 | -10.9% | -$59.38万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP | $484.09万 | 0.36% | 38,307 | -13,323 | -25.8% | -$168.36万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $449.73万 | 0.33% | 61,818 | 61,818 | — | $449.73万 | 新建仓 |
| MZTI | MARZETTI COMPANY | $414.62万 | 0.30% | 29,973 | 14,231 | 90.4% | $196.86万 | 加仓 |
| EXP | EAGLE MATLS INC | $399.21万 | 0.29% | 21,072 | 791 | 3.9% | $14.99万 | 加仓 |
| CLW | CLEARWATER PAPER CORP | $382.88万 | 0.28% | 266,259 | 42,847 | 19.2% | $61.61万 | 加仓 |
| HAYW | HAYWARD HLDGS INC | $369.77万 | 0.27% | 276,362 | -1,491,557 | -84.4% | -$1,995.70万 | 减仓 |
| ADTN | ADTRAN HOLDINGS INC | $361.27万 | 0.27% | 287,178 | 287,178 | — | $361.27万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $193.38万 | 0.14% | 20,577 | -959 | -4.5% | -$9.01万 | 减仓 |
| C | CITIGROUP INC | $182.71万 | 0.13% | 16,111 | -2,112 | -11.6% | -$23.95万 | 减仓 |
| DHR | DANAHER CORP DEL | $122.52万 | 0.09% | 6,462 | 1,715 | 36.1% | $32.52万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $103.24万 | 0.08% | 35,271 | 35,271 | — | $103.24万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $87.70万 | 0.06% | 9,570 | 9,570 | — | $87.70万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -69,318 | -100.0% | -$1,625.37万 | 清仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $0 | 0.00% | 0 | -143,604 | -100.0% | -$1,331.21万 | 清仓 |
| ROG | ROGERS CORP | $0 | 0.00% | 0 | -108,665 | -100.0% | -$995.05万 | 清仓 |
| MBLY | MOBILEYE GLOBAL INC | $0 | 0.00% | 0 | -878,237 | -100.0% | -$916.88万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -306,706 | -100.0% | -$786.39万 | 清仓 |
| IWS | RUS MIDCAP VALUE ETF | $0 | 0.00% | 0 | -50,389 | -100.0% | -$710.74万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -743,172 | -100.0% | -$590.82万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -83,333 | -100.0% | -$558.58万 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ITRI | ITRON INC | $0 | 0.00% | 0 | -39,747 | -100.0% | -$369.09万 | 清仓 |
| IUSV | CORE S&P US VALUE | $0 | 0.00% | 0 | -33,282 | -100.0% | -$341.27万 | 清仓 |
| IWM | RUSSELL 2000 ETF | $0 | 0.00% | 0 | -13,045 | -100.0% | -$321.12万 | 清仓 |
| IIIV | I3 VERTICALS INC | $0 | 0.00% | 0 | -99,143 | -100.0% | -$249.74万 | 清仓 |
| CXT | CRANE NXT CO | $0 | 0.00% | 0 | -5,656 | -100.0% | -$26.62万 | 清仓 |