REINHART PARTNERS, LLC.
MEQUON WI · SEC CIK 0001080298
$43.80亿2026Q2 申报市值
72持仓数
40.0%前十大占比 · 第一大 7.4%
5 / 3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
DORM 新建仓+$9,338.64万
OII 新建仓+$6,679.47万
MMS 加仓+$6,060.66万
ICUI 新建仓+$4,614.76万
LOPE 加仓+$3,405.21万
2026Q2 卖出最多 按季末市值估算
ACLS 减仓-$1.38亿
SIMO 减仓-$1.16亿
FORM 减仓-$8,313.00万
EFOR 清仓-$6,390.89万
ESI 清仓-$3,333.08万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SIMO | SILICON MOTION TECH CP SPONSOR | $3.22亿 | 7.35% | 966,060 | -347,979 | -26.5% | -$1.16亿 | 减仓 |
| LNTH | LANTHEUS HLDGS INC COM | $1.77亿 | 4.05% | 1,599,379 | 34,501 | 2.2% | $382.76万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES I COM | $1.76亿 | 4.02% | 928,660 | -729,085 | -44.0% | -$1.38亿 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHS NC CL A | $1.75亿 | 4.00% | 84,206 | 5,909 | 7.5% | $1,229.81万 | 加仓 |
| SKWD | SKYWARD SPECIALTY INS COM | $1.69亿 | 3.86% | 2,894,407 | 113,623 | 4.1% | $662.99万 | 加仓 |
| YETI | YETI HLDGS INC COM | $1.62亿 | 3.71% | 3,277,296 | 158,957 | 5.1% | $787.79万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $1.53亿 | 3.50% | 1,219,906 | 204,191 | 20.1% | $2,566.31万 | 加仓 |
| MOD | MODINE MFG CO COM | $1.48亿 | 3.39% | 555,686 | -45,514 | -7.6% | -$1,215.35万 | 减仓 |
| NSP | INSPERITY INC COM | $1.36亿 | 3.12% | 3,304,074 | 356,365 | 12.1% | $1,472.15万 | 加仓 |
| FTDR | FRONTDOOR INC COM | $1.31亿 | 2.98% | 1,684,065 | 64,561 | 4.0% | $500.93万 | 加仓 |
| IDCC | INTERDIGITAL INC COM | $1.30亿 | 2.98% | 460,404 | 38,115 | 9.0% | $1,079.19万 | 加仓 |
| LOPE | GRAND CANYON ED INC COM | $1.26亿 | 2.88% | 882,927 | 237,939 | 36.9% | $3,405.21万 | 加仓 |
| ACIW | ACI WORLDWIDE INC COM | $1.22亿 | 2.78% | 2,424,247 | 189,433 | 8.5% | $952.66万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC COM | $1.19亿 | 2.72% | 1,627,141 | 136,613 | 9.2% | $999.88万 | 加仓 |
| LSTR | LANDSTAR SYS INC COM | $1.18亿 | 2.69% | 569,090 | -113,446 | -16.6% | -$2,346.25万 | 减仓 |
| UHAL/B | U HAUL HOLDING CO | $1.13亿 | 2.57% | 1,951,075 | 118,057 | 6.4% | $681.19万 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS L COM | $1.12亿 | 2.56% | 3,962,810 | 78,022 | 2.0% | $220.33万 | 加仓 |
| MMS | MAXIMUS INC COM | $1.07亿 | 2.43% | 1,982,415 | 1,127,346 | 131.8% | $6,060.66万 | 加仓 |
| FAF | FIRST AMERN FINL CORP COM | $1.07亿 | 2.43% | 1,553,234 | 28,534 | 1.9% | $195.72万 | 加仓 |
| VVX | V2X INC COM | $1.05亿 | 2.39% | 1,406,416 | -34,543 | -2.4% | -$257.56万 | 减仓 |
| FORM | FORMFACTOR INC COM | $1.02亿 | 2.34% | 639,922 | -519,776 | -44.8% | -$8,313.00万 | 减仓 |
| AGO | ASSURED GUARANTY LTD COM | $9,989.51万 | 2.28% | 1,246,181 | -40,992 | -3.2% | -$328.60万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CORP COM | $9,415.12万 | 2.15% | 11,155,359 | -287,803 | -2.5% | -$242.91万 | 减仓 |
| DORM | DORMAN PRODUCTS INC COM | $9,338.64万 | 2.13% | 684,382 | 684,382 | — | $9,338.64万 | 新建仓 |
| WTM | WHITE MTNS INS GRP LTD COM | $9,226.52万 | 2.11% | 44,480 | 7,106 | 19.0% | $1,474.00万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTY COM | $9,138.55万 | 2.09% | 710,878 | 11,766 | 1.7% | $151.26万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SP CL A | $8,968.75万 | 2.05% | 223,173 | -1,796 | -0.8% | -$72.18万 | 减仓 |
| WTFC | WINTRUST FINL CORP COM | $8,472.67万 | 1.93% | 527,152 | 2,592 | 0.5% | $41.66万 | 加仓 |
| CDRE | CADRE HLDGS INC COM | $7,807.14万 | 1.78% | 2,738,373 | 500,476 | 22.4% | $1,426.86万 | 加仓 |
| FHB | FIRST HAWAIIAN INC COM | $7,796.40万 | 1.78% | 2,660,876 | 18,977 | 0.7% | $55.60万 | 加仓 |
| AHCO | ADAPTHEALTH CORP COMMON STOCK | $7,727.01万 | 1.76% | 7,415,537 | -2,666,446 | -26.4% | -$2,778.44万 | 减仓 |
| OII | OCEANEERING INTL INC COM | $6,679.47万 | 1.53% | 1,648,423 | 1,648,423 | — | $6,679.47万 | 新建仓 |
| COLD | AMERICOLD RLTY TR COM | $5,758.61万 | 1.31% | 3,663,227 | 260,995 | 7.7% | $410.29万 | 加仓 |
| IBOC | INTERNATIONAL BNCSHRS COM | $5,694.56万 | 1.30% | 749,761 | 4,065 | 0.5% | $30.87万 | 加仓 |
| INDB | INDEPENDENT BK CP MASS COM | $5,507.84万 | 1.26% | 657,871 | 8,575 | 1.3% | $71.79万 | 加仓 |
| ICUI | ICU MED INC COM | $4,614.76万 | 1.05% | 314,768 | 314,768 | — | $4,614.76万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $4,400.82万 | 1.00% | 435,362 | 8,162 | 1.9% | $82.50万 | 加仓 |
| ST | SENSATA TECHNOLOGIES H SHS | $772.32万 | 0.18% | 161,775 | -10,191 | -5.9% | -$48.65万 | 减仓 |
| COKE | COCA COLA CONSOLIDATED,INC | $748.45万 | 0.17% | 39,202 | -2,933 | -7.0% | -$56.00万 | 减仓 |
| AYI | ACUITY BRANDS INC COM | $741.06万 | 0.17% | 19,674 | -228 | -1.1% | -$8.59万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $707.89万 | 0.16% | 77,619 | -5,825 | -7.0% | -$53.12万 | 减仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $689.97万 | 0.16% | 60,264 | 9,576 | 18.9% | $109.64万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES COM | $672.06万 | 0.15% | 19,197 | -4,726 | -19.8% | -$165.45万 | 减仓 |
| AMG | AFFILIATED MNGRS GRP COM | $665.21万 | 0.15% | 19,657 | -6,628 | -25.2% | -$224.30万 | 减仓 |
| TRU | TRANSUNION COM | $660.32万 | 0.15% | 91,532 | -6,529 | -6.7% | -$47.10万 | 减仓 |
| TPR | TAPESTRY INC COM | $635.23万 | 0.15% | 43,395 | -2,977 | -6.4% | -$43.58万 | 减仓 |
| XEL | XCEL ENERGY | $599.66万 | 0.14% | 74,677 | -4,440 | -5.6% | -$35.65万 | 减仓 |
| AOS | SMITH A O CORP | $576.80万 | 0.13% | 91,963 | -10,723 | -10.4% | -$67.26万 | 减仓 |
| DG | DOLLAR GEN CORP COM | $541.11万 | 0.12% | 47,007 | -3,677 | -7.3% | -$42.33万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $533.52万 | 0.12% | 43,336 | 6,108 | 16.4% | $75.20万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC COM | $526.58万 | 0.12% | 62,258 | -5,046 | -7.5% | -$42.68万 | 减仓 |
| SSNC | SS&C TECHNOLOGIES HLDG COM | $522.90万 | 0.12% | 84,270 | 18,208 | 27.6% | $112.98万 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $522.79万 | 0.12% | 18,559 | -1,192 | -6.0% | -$33.58万 | 减仓 |
| EXP | EAGLE MATERIALS INC COM | $508.87万 | 0.12% | 22,616 | -1,082 | -4.6% | -$24.35万 | 减仓 |
| FNF | FIDELITY NATL FIN INC CL A | $498.31万 | 0.11% | 105,663 | -6,859 | -6.1% | -$32.35万 | 减仓 |
| REXR | REXFORD INDL RLTY INC COM | $498.06万 | 0.11% | 148,674 | -11,742 | -7.3% | -$39.34万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS IN COM | $407.89万 | 0.09% | 46,766 | -3,160 | -6.3% | -$27.56万 | 减仓 |
| AFG | AMERICAN FINL GROUP | $406.44万 | 0.09% | 29,043 | -11,430 | -28.2% | -$159.96万 | 减仓 |
| MTB | M&T BANK CORP | $402.43万 | 0.09% | 16,908 | -7,131 | -29.7% | -$169.73万 | 减仓 |
| ALSN | ALLISON TRANSMISSION H COM | $395.59万 | 0.09% | 35,088 | -2,691 | -7.1% | -$30.34万 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $387.17万 | 0.09% | 69,760 | -4,665 | -6.3% | -$25.89万 | 减仓 |
| LYV | LIVE NATION INC COM | $366.34万 | 0.08% | 20,006 | -22,683 | -53.1% | -$415.36万 | 减仓 |
| BOKF | BOK FINL CORP COM NEW | $359.94万 | 0.08% | 25,917 | -1,593 | -5.8% | -$22.12万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS COM | $343.34万 | 0.08% | 9,207 | 9,207 | — | $343.34万 | 新建仓 |
| MAR | MARRIOTT INTL INC | $311.07万 | 0.07% | 8,393 | -715 | -7.9% | -$26.50万 | 减仓 |
| PGR | PROGRESSIVE CORP-OHIO- | $256.61万 | 0.06% | 11,747 | -755 | -6.0% | -$16.49万 | 减仓 |
| FIS | FIDELITY NATL INFO SVC COM | $237.35万 | 0.05% | 61,046 | -5,734 | -8.6% | -$22.29万 | 减仓 |
| DUOL | DUOLINGO INC CL A COM | $237.22万 | 0.05% | 20,623 | -288 | -1.4% | -$3.31万 | 减仓 |
| CPRT | COPART INC COM | $213.33万 | 0.05% | 75,677 | 75,677 | — | $213.33万 | 新建仓 |
| CTSH | COGNIZANT TECH SOLUTNS CL A | $200.92万 | 0.05% | 51,876 | -5,693 | -9.9% | -$22.05万 | 减仓 |
| IVV | ISHARES TR S&P 500 INDEX | $168.13万 | 0.04% | 2,245 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SER TR PORTFOLIO SHORT | $28.51万 | 0.01% | 9,500 | 0 | 0.0% | — | 不变 |
| EFOR | ASGN INC COM | $0 | 0.00% | 0 | -1,650,955 | -100.0% | -$6,390.89万 | 清仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $0 | 0.00% | 0 | -976,283 | -100.0% | -$3,333.08万 | 清仓 |
| LKQ | LKQ CORP COM | $0 | 0.00% | 0 | -155,390 | -100.0% | -$456.38万 | 清仓 |