REINHART PARTNERS, LLC.
MEQUON WI · SEC CIK 0001080298
$34.79亿2026Q1 申报市值
70持仓数
37.5%前十大占比 · 第一大 4.4%
3 / 7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
PAYC 加仓+$5,073.06万
ACIW 加仓+$4,525.09万
OSW 加仓+$3,896.51万
COLD 加仓+$3,584.82万
AHCO 加仓+$2,357.63万
2026Q1 卖出最多 按季末市值估算
FORM 减仓-$9,627.84万
PAR 清仓-$4,752.22万
SIMO 减仓-$2,911.89万
WTM 减仓-$1,450.46万
MOD 减仓-$1,321.83万
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 |
|---|---|---|---|---|---|---|---|---|
| PAR | PAR TECHNOLOGY CORP COM | $0 | 0.00% | 0 | -1,309,860 | -100.0% | -$4,752.22万 | 清仓 |
| AVTR | AVANTOR INC COM | $0 | 0.00% | 0 | -484,963 | -100.0% | -$555.77万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -49,362 | -100.0% | -$443.87万 | 清仓 |
| IWM | ISHARES TR RUSSELL 2000 | $0 | 0.00% | 0 | -17,135 | -100.0% | -$421.80万 | 清仓 |
| GPN | GLOBAL PMTS INC COM | $0 | 0.00% | 0 | -51,327 | -100.0% | -$397.28万 | 清仓 |
| SNA | SNAP-ON INC | $0 | 0.00% | 0 | -8,477 | -100.0% | -$292.14万 | 清仓 |
| IWS | ISHARES TR RUSSELL MCP VL | $0 | 0.00% | 0 | -4,055 | -100.0% | -$57.20万 | 清仓 |
| SPSB | SPDR SER TR PORTFOLIO SHORT | $28.57万 | 0.01% | 9,500 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR S&P 500 INDEX | $146.65万 | 0.04% | 2,245 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC CL A COM | $206.12万 | 0.06% | 20,911 | 20,911 | — | $206.12万 | 新建仓 |
| PGR | PROGRESSIVE CORP-OHIO- | $247.86万 | 0.07% | 12,502 | -591 | -4.5% | -$11.72万 | 减仓 |
| MAR | MARRIOTT INTL INC | $297.92万 | 0.09% | 9,108 | -604 | -6.2% | -$19.76万 | 减仓 |
| FIS | FIDELITY NATL INFO SVC COM | $313.26万 | 0.09% | 66,780 | -7,509 | -10.1% | -$35.22万 | 减仓 |
| BOKF | BOK FINL CORP COM NEW | $352.30万 | 0.10% | 27,510 | -2,680 | -8.9% | -$34.32万 | 减仓 |
| CTSH | COGNIZANT TECH SOLUTNS CL A | $353.19万 | 0.10% | 57,569 | -6,381 | -10.0% | -$39.15万 | 减仓 |
| ALSN | ALLISON TRANSMISSION H COM | $442.25万 | 0.13% | 37,779 | -23,915 | -38.8% | -$279.96万 | 减仓 |
| SSNC | SS&C TECHNOLOGIES HLDG COM | $446.38万 | 0.13% | 66,062 | -27,531 | -29.4% | -$186.03万 | 减仓 |
| EXP | EAGLE MATERIALS INC COM | $448.97万 | 0.13% | 23,698 | -1,778 | -7.0% | -$33.69万 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $454.37万 | 0.13% | 74,425 | -5,611 | -7.0% | -$34.26万 | 减仓 |
| LKQ | LKQ CORP COM | $456.38万 | 0.13% | 155,390 | -8,951 | -5.4% | -$26.29万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS IN COM | $491.37万 | 0.14% | 49,926 | -4,526 | -8.3% | -$44.54万 | 减仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $495.03万 | 0.14% | 50,688 | -3,522 | -6.5% | -$34.40万 | 减仓 |
| MTB | M&T BANK CORP | $496.95万 | 0.14% | 24,039 | -2,094 | -8.0% | -$43.29万 | 减仓 |
| AFG | AMERICAN FINL GROUP | $516.89万 | 0.15% | 40,473 | 14,969 | 58.7% | $191.17万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC COM | $519.12万 | 0.15% | 67,304 | 67,304 | — | $519.12万 | 新建仓 |
| FNF | FIDELITY NATL FIN INC CL A | $521.88万 | 0.15% | 112,522 | 8,752 | 8.4% | $40.59万 | 加仓 |
| REXR | REXFORD INDL RLTY INC COM | $525.04万 | 0.15% | 160,416 | -10,805 | -6.3% | -$35.36万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $539.14万 | 0.15% | 83,444 | -6,147 | -6.9% | -$39.72万 | 减仓 |
| AYI | ACUITY BRANDS INC COM | $557.71万 | 0.16% | 19,902 | 19,902 | — | $557.71万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $585.53万 | 0.17% | 37,228 | 6,513 | 21.2% | $102.44万 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $594.19万 | 0.17% | 19,751 | -1,125 | -5.4% | -$33.84万 | 减仓 |
| DG | DOLLAR GEN CORP COM | $601.78万 | 0.17% | 50,684 | -3,130 | -5.8% | -$37.16万 | 减仓 |
| ST | SENSATA TECHNOLOGIES H SHS | $605.67万 | 0.17% | 171,966 | -12,482 | -6.8% | -$43.96万 | 减仓 |
| XEL | XCEL ENERGY | $628.51万 | 0.18% | 79,117 | -6,019 | -7.1% | -$47.82万 | 减仓 |
| LYV | LIVE NATION INC COM | $651.05万 | 0.19% | 42,689 | -2,968 | -6.5% | -$45.27万 | 减仓 |
| TPR | TAPESTRY INC COM | $654.36万 | 0.19% | 46,372 | -3,645 | -7.3% | -$51.44万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES COM | $675.52万 | 0.19% | 23,923 | -12,414 | -34.2% | -$350.54万 | 减仓 |
| AOS | SMITH A O CORP | $677.11万 | 0.19% | 102,686 | 7,748 | 8.2% | $51.09万 | 加仓 |
| TRU | TRANSUNION COM | $678.49万 | 0.20% | 98,061 | -8,182 | -7.7% | -$56.61万 | 减仓 |
| AMG | AFFILIATED MNGRS GRP COM | $727.32万 | 0.21% | 26,285 | -1,998 | -7.1% | -$55.29万 | 减仓 |
| COKE | COCA COLA CONSOLIDATED,INC | $807.91万 | 0.23% | 42,135 | -2,943 | -6.5% | -$56.43万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $3,333.08万 | 0.96% | 976,283 | -270,634 | -21.7% | -$923.96万 | 减仓 |
| COLD | AMERICOLD RLTY TR COM | $3,898.97万 | 1.12% | 3,402,232 | 3,128,105 | 1,141.1% | $3,584.82万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $4,132.47万 | 1.19% | 427,200 | 54,436 | 14.6% | $526.58万 | 加仓 |
| INDB | INDEPENDENT BK CP MASS COM | $4,883.48万 | 1.40% | 649,296 | 26,339 | 4.2% | $198.10万 | 加仓 |
| IBOC | INTERNATIONAL BNCSHRS COM | $5,017.90万 | 1.44% | 745,696 | 6,356 | 0.9% | $42.77万 | 加仓 |
| MMS | MAXIMUS INC COM | $5,481.10万 | 1.58% | 855,069 | 129,800 | 17.9% | $832.03万 | 加仓 |
| EFOR | ASGN INC COM | $6,390.89万 | 1.84% | 1,650,955 | 444,015 | 36.8% | $1,718.79万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTY COM | $6,450.85万 | 1.85% | 699,112 | 27,148 | 4.0% | $250.50万 | 加仓 |
| FHB | FIRST HAWAIIAN INC COM | $6,509.67万 | 1.87% | 2,641,899 | 50,340 | 1.9% | $124.04万 | 加仓 |
| CDRE | CADRE HLDGS INC COM | $6,865.91万 | 1.97% | 2,237,897 | 67,548 | 3.1% | $207.24万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SP CL A | $7,231.08万 | 2.08% | 224,969 | 10,078 | 4.7% | $323.93万 | 加仓 |
| WTFC | WINTRUST FINL CORP COM | $7,288.47万 | 2.10% | 524,560 | -11 | -0.0% | -$1,528 | 减仓 |
| NSP | INSPERITY INC COM | $7,970.63万 | 2.29% | 2,947,709 | 202,674 | 7.4% | $548.03万 | 加仓 |
| UHAL/B | U HAUL HOLDING CO | $8,188.15万 | 2.35% | 1,833,018 | 10,441 | 0.6% | $46.64万 | 加仓 |
| WTM | WHITE MTNS INS GRP LTD COM | $8,214.80万 | 2.36% | 37,374 | -6,599 | -15.0% | -$1,450.46万 | 减仓 |
| FTDR | FRONTDOOR INC COM | $8,560.78万 | 2.46% | 1,619,504 | -9,648 | -0.6% | -$51.00万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS L COM | $8,915.61万 | 2.56% | 3,884,788 | 1,697,822 | 77.6% | $3,896.51万 | 加仓 |
| ACIW | ACI WORLDWIDE INC COM | $9,165.03万 | 2.63% | 2,234,814 | 1,103,405 | 97.5% | $4,525.09万 | 加仓 |
| FAF | FIRST AMERN FINL CORP COM | $9,192.50万 | 2.64% | 1,524,700 | 10,258 | 0.7% | $61.85万 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP COM | $9,520.71万 | 2.74% | 11,443,162 | 54,644 | 0.5% | $45.46万 | 加仓 |
| VVX | V2X INC COM | $9,870.67万 | 2.84% | 1,440,959 | 11,748 | 0.8% | $80.47万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC COM | $9,892.73万 | 2.84% | 1,490,528 | 142,188 | 10.5% | $943.71万 | 加仓 |
| AGO | ASSURED GUARANTY LTD COM | $1.05亿 | 3.01% | 1,287,173 | 24,475 | 1.9% | $199.42万 | 加仓 |
| LSTR | LANDSTAR SYS INC COM | $1.09亿 | 3.15% | 682,536 | 21,458 | 3.2% | $344.00万 | 加仓 |
| LOPE | GRAND CANYON ED INC COM | $1.10亿 | 3.15% | 644,988 | 126,074 | 24.3% | $2,143.69万 | 加仓 |
| FORM | FORMFACTOR INC COM | $1.12亿 | 3.23% | 1,159,698 | -992,650 | -46.1% | -$9,627.84万 | 减仓 |
| YETI | YETI HLDGS INC COM | $1.14亿 | 3.28% | 3,118,339 | 82,778 | 2.7% | $302.89万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC COM | $1.19亿 | 3.41% | 1,564,878 | 2,302 | 0.1% | $17.46万 | 加仓 |
| AHCO | ADAPTHEALTH CORP COMMON STOCK | $1.20亿 | 3.45% | 10,081,983 | 1,981,198 | 24.5% | $2,357.63万 | 加仓 |
| SKWD | SKYWARD SPECIALTY INS COM | $1.21亿 | 3.49% | 2,780,784 | 364,031 | 15.1% | $1,590.09万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $1.23亿 | 3.55% | 1,015,715 | 417,392 | 69.8% | $5,073.06万 | 加仓 |
| IDCC | INTERDIGITAL INC COM | $1.28亿 | 3.67% | 422,289 | 4,650 | 1.1% | $140.44万 | 加仓 |
| MOD | MODINE MFG CO COM | $1.30亿 | 3.75% | 601,200 | -60,994 | -9.2% | -$1,321.83万 | 减仓 |
| SIMO | SILICON MOTION TECH CP SPONSOR | $1.48亿 | 4.24% | 1,314,039 | -259,316 | -16.5% | -$2,911.89万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHS NC CL A | $1.48亿 | 4.24% | 78,297 | 483 | 0.6% | $91.05万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES I COM | $1.54亿 | 4.44% | 1,657,745 | 67,847 | 4.3% | $631.53万 | 加仓 |