HoldingsChannel.com
Reinhart Partners Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
WHITE MTNS INS GRP LTD COM 40,768 +919 $41,643
     WTM40,768+919$41,643
AMERCO COM 96,253 +3,252 $36,437
     UHAL96,253+3,252$36,437
ENCOMPASS HEALTH CORP COM 553,171 +124,153 $35,049
     EHC553,171+124,153$35,049
ARAMARK 867,378 -13,370 $31,278
     ARMK867,378-13,370$31,278
DISCOVERY INC 1,016,293 +9,948 $31,200
     DISCA1,016,293+9,948$31,200
EBAY INC COM 780,586 -38,619 $30,833
     EBAY780,586-38,619$30,833
ZAYO GROUP HLDGS INC COM 928,799 -43,607 $30,567
     ZAYO928,799-43,607$30,567
INGREDION INC COM 362,590 +74,841 $29,910
     INGR362,590+74,841$29,910
COGNIZANT TECH SOLUTNS CL A 470,703 +114,473 $29,838
     CTSH470,703+114,473$29,838
CITIZENS FINL GRP INC COM 820,588 -1,998 $29,016
     CFG820,588-1,998$29,016
SNAP ON INC 170,476 -2,348 $28,238
     SNA170,476-2,348$28,238
VISTRA ENERGY CORP COM 1,237,997 +239,100 $28,029
     VST1,237,997+239,100$28,029
WEYERHAEUSER CO 1,005,299 +39,580 $26,480
     WY1,005,299+39,580$26,480
LKQ CORP COM 966,637 +32,446 $25,722
     LKQ966,637+32,446$25,722
RYMAN HOSPITALITY PPTY COM 315,590 +100,845 $25,591
     RHP315,590+100,845$25,591
INVESCO LTD 1,237,741 -17,603 $25,325
     IVZ1,237,741-17,603$25,325
THOR INDS INC COM 430,883 +23,686 $25,185
     THO430,883+23,686$25,185
AXALTA COATING SYS LTD COM 836,313 -15,126 $24,897
     AXTA836,313-15,126$24,897
ARCONIC INC COM 940,641 -458,301 $24,287
     ARNC940,641-458,301$24,287
INTERPUBLIC GROUP 1,058,948 +13,037 $23,921
     IPG1,058,948+13,037$23,921
UGI CORP 417,391 +4,034 $22,293
     UGI417,391+4,034$22,293
SIGNATURE BK NEW YORK COM 183,135 +60,551 $22,130
     SBNY183,135+60,551$22,130
EXPEDIA INC COM 162,737 +162,737 $21,649
     EXPE162,737+162,737$21,649
BOK FINL CORP COM NEW 272,408 +12,403 $20,561
     BOKF272,408+12,403$20,561
DXC TECHNOLOGY CO COM 362,387 +9,563 $19,986
     DXC362,387+9,563$19,986
MASCO 445,242 -48,809 $18,648
     MAS445,242-48,809$18,648
VENTAS INC COM 265,820 -6,170 $18,169
     VTR265,820-6,170$18,169
STERICYCLE INC 378,740 -130,968 $18,084
     SRCL378,740-130,968$18,084
NORTHERN TRUST 197,157 -229 $17,744
     NTRS197,157-229$17,744
APACHE CORP 604,220 +10,472 $17,504
     APA604,220+10,472$17,504
MICHAELS STORES INC COM 1,999,841 +147,163 $17,398
     MIK1,999,841+147,163$17,398
UNIVERSAL HEALTH 131,245 +2,437 $17,113
     UHS131,245+2,437$17,113
AVISTA CORP COM 376,400 +376,400 $16,787
     AVA376,400+376,400$16,787
FIFTH THIRD BANCORP COM 563,494 +968 $15,721
     FITB563,494+968$15,721
FIDELITY NATL FIN INC CL A 370,300 +6,970 $14,924
     FNF370,300+6,970$14,924
LOEWS CORP COM 271,409 -10,420 $14,838
     L271,409-10,420$14,838
IAA INC COM 372,223 +372,223 $14,435
     IAA372,223+372,223$14,435
CERNER CORP COM 191,067 -113,250 $14,005
     CERN191,067-113,250$14,005
CARLISLE COS INC COM 95,135 -1,899 $13,358
     CSL95,135-1,899$13,358
EQT CORPORATION 830,814 +12,088 $13,135
     EQT830,814+12,088$13,135
TRINET GROUP INC COM 188,355 +23,820 $12,770
     TNET188,355+23,820$12,770
NATIONAL OILWELL VARCO COM 508,295 +193,963 $11,299
     NOV508,295+193,963$11,299
AEROJET ROCKETDYNE HLD COM 246,587 -456,295 $11,040
     AJRD246,587-456,295$11,040
KAR AUCTION SVCS INC COM 374,553 -176,948 $9,364
     KAR374,553-176,948$9,364
CISION LTD SHS 732,235 +221,994 $8,590
     CISN732,235+221,994$8,590
ALEXANDER & BALDWIN IN COM 367,447 +59,722 $8,488
     ALEX367,447+59,722$8,488
GMS INC COM 362,542 +61,460 $7,975
     GMS362,542+61,460$7,975
PREMIER INC CL A 194,582 +32,132 $7,610
     PINC194,582+32,132$7,610
FIRST CTZNS BANCSHS NC CL A 16,735 +2,924 $7,535
     FCNCA16,735+2,924$7,535
MARCUS & MILLICHAP INC COM 241,167 +94,784 $7,440
     MMI241,167+94,784$7,440

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 06/30/2019: $1,134,723
At 03/31/2019: $1,070,066

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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