HoldingsChannel.com
Reinhart Partners Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
WHITE MTNS INS GRP LTD COM 47,019 +7,398 $52,450
     WTM47,019+7,398$52,450
ENCOMPASS HEALTH CORP COM 656,158 +110,432 $45,452
     EHC656,158+110,432$45,452
AMERCO COM 114,774 +17,880 $43,134
     UHAL114,774+17,880$43,134
RYMAN HOSPITALITY PPTY COM 402,853 +72,319 $34,912
     RHP402,853+72,319$34,912
CITIZENS FINL GRP INC COM 803,599 -7,487 $32,634
     CFG803,599-7,487$32,634
INGREDION INC COM 349,931 -8,183 $32,526
     INGR349,931-8,183$32,526
DISCOVERY INC 986,853 -2,463 $32,309
     DISCA986,853-2,463$32,309
PIONEER NAT RES 195,399 +527 $29,577
     PXD195,399+527$29,577
THOR INDS INC COM 388,568 -37,932 $28,867
     THO388,568-37,932$28,867
INVESCO LTD 1,600,218 +379,855 $28,772
     IVZ1,600,218+379,855$28,772
NATIONAL OILWELL VARCO COM 1,132,346 +260,993 $28,365
     NOV1,132,346+260,993$28,365
COGNIZANT TECH SOLUTNS CL A 454,977 -1,608 $28,218
     CTSH454,977-1,608$28,218
SNAP ON INC 166,532 -1,218 $28,210
     SNA166,532-1,218$28,210
WEYERHAEUSER CO 927,264 -56,534 $28,004
     WY927,264-56,534$28,004
VISTRA ENERGY CORP COM 1,190,809 -30,102 $27,377
     VST1,190,809-30,102$27,377
EXPEDIA INC COM 299,656 +142,645 $27,333
     EXPE299,656+142,645$27,333
JONES LANG LASALLE INC COM 154,380 -4,119 $26,876
     JLL154,380-4,119$26,876
AXALTA COATING SYS LTD COM 827,089 +4,991 $25,143
     AXTA827,089+4,991$25,143
SIGNATURE BK NEW YORK COM 179,686 -540 $24,547
     SBNY179,686-540$24,547
LKQ CORP COM 686,875 -258,609 $24,522
     LKQ686,875-258,609$24,522
INTERPUBLIC GROUP 1,050,646 +12,660 $24,270
     IPG1,050,646+12,660$24,270
BOK FINL CORP COM NEW 273,337 +2,327 $23,890
     BOKF273,337+2,327$23,890
UGI CORP 501,729 -12,489 $22,658
     UGI501,729-12,489$22,658
VENTAS INC COM 389,162 +140,148 $22,470
     VTR389,162+140,148$22,470
EBAY INC COM 578,856 +3,188 $20,902
     EBAY578,856+3,188$20,902
ARCONIC INC COM 671,442 -9,199 $20,660
     ARNC671,442-9,199$20,660
NORTHERN TRUST 192,712 -1,028 $20,474
     NTRS192,712-1,028$20,474
AEROJET ROCKETDYNE HLD COM 448,173 +211,329 $20,463
     AJRD448,173+211,329$20,463
HANESBRANDS INC COM 1,366,074 +457,631 $20,287
     HBI1,366,074+457,631$20,287
PREMIER INC CL A 531,769 +259,259 $20,143
     PINC531,769+259,259$20,143
ARAMARK 458,501 -30,492 $19,899
     ARMK458,501-30,492$19,899
LOEWS CORP COM 377,927 -495 $19,838
     L377,927-495$19,838
CITRIX SYSTEMS 172,499 +172,499 $19,131
     CTXS172,499+172,499$19,131
TRINET GROUP INC COM 334,934 +152,254 $18,960
     TNET334,934+152,254$18,960
UNIVERSAL HEALTH 130,686 +2,511 $18,748
     UHS130,686+2,511$18,748
AVISTA CORP COM 373,576 +1,685 $17,965
     AVA373,576+1,685$17,965
CISION LTD SHS 1,724,624 +765,593 $17,195
     CISN1,724,624+765,593$17,195
FIFTH THIRD BANCORP COM 555,756 -1,070 $17,084
     FITB555,756-1,070$17,084
MARCUS & MILLICHAP INC COM 452,116 +210,650 $16,841
     MMI452,116+210,650$16,841
INSPERITY INC COM 191,889 +129,970 $16,510
     NSP191,889+129,970$16,510
FIDELITY NATL FIN INC CL A 356,620 -1,712 $16,173
     FNF356,620-1,712$16,173
MASCO 326,804 -8,836 $15,683
     MAS326,804-8,836$15,683
ASGN INC COM 218,263 +101,798 $15,490
     ASGN218,263+101,798$15,490
AIR LEASE CORP CL A 323,114 +144,766 $15,354
     AL323,114+144,766$15,354
BLOOMIN BRANDS INC COM 678,529 +332,092 $14,975
     BLMN678,529+332,092$14,975
CARLISLE COS INC COM 91,634 -1,598 $14,830
     CSL91,634-1,598$14,830
GRAND CANYON ED INC COM 152,520 +87,240 $14,610
     LOPE152,520+87,240$14,610
ALEXANDER & BALDWIN IN COM 671,273 +304,934 $14,070
     ALEX671,273+304,934$14,070
CERNER CORP COM 188,834 +2,196 $13,859
     CERN188,834+2,196$13,859
FIRST CTZNS BANCSHS NC CL A 24,184 +8,127 $12,871
     FCNCA24,184+8,127$12,871

See Full List: All Stocks Held By Reinhart Partners Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Reinhart Partners Inc.

Size ($ in 1000's)
At 12/31/2019: $1,359,912
At 09/30/2019: $1,076,011

Reinhart Partners Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Reinhart Partners Inc. 13F filings. Link to 13F filings: SEC filings

Reinhart Partners Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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