Reinhart Mahoney Capital Management

Reinhart Partners as of Dec. 31, 2018

Portfolio Holdings for Reinhart Partners

Reinhart Partners holds 78 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
White Mountains Insurance Gp (WTM) 3.7 $35M 40k 857.70
Amer (UHAL) 3.2 $30M 91k 328.11
Aerojet Rocketdy 2.9 $27M 776k 35.23
Snap-on Incorporated (SNA) 2.7 $25M 174k 145.29
Ingredion Incorporated (INGR) 2.7 $25M 275k 91.40
Citizens Financial (CFG) 2.6 $25M 835k 29.73
Masco Corporation (MAS) 2.5 $24M 813k 29.24
eBay (EBAY) 2.5 $24M 840k 28.07
Cognizant Technology Solutions (CTSH) 2.5 $23M 365k 63.48
BOK Financial Corporation (BOKF) 2.4 $23M 307k 73.33
Michaels Cos Inc/the 2.4 $22M 1.7M 13.54
Universal Health Services (UHS) 2.3 $21M 183k 116.56
Interpublic Group of Companies (IPG) 2.3 $21M 1.0M 20.63
Weyerhaeuser Company (WY) 2.2 $21M 964k 21.86
Zayo Group Hldgs 2.2 $21M 919k 22.84
Axalta Coating Sys (AXTA) 2.2 $20M 871k 23.42
Aramark Hldgs (ARMK) 2.1 $20M 695k 28.97
Invesco (IVZ) 2.1 $20M 1.2M 16.74
LKQ Corporation (LKQ) 2.1 $20M 836k 23.73
Thor Industries (THO) 2.1 $20M 377k 52.00
Discovery Communications 2.0 $19M 770k 24.74
Arconic 2.0 $19M 1.1M 16.86
Stericycle (SRCL) 2.0 $18M 501k 36.69
BorgWarner (BWA) 1.9 $18M 524k 34.74
Dxc Technology (DXC) 1.9 $17M 326k 53.17
Vistra Energy (VST) 1.8 $17M 752k 22.89
Encompass Health Corp (EHC) 1.8 $17M 275k 61.70
Northern Trust Corporation (NTRS) 1.8 $16M 197k 83.59
Ventas (VTR) 1.7 $16M 277k 58.59
iShares Russell Midcap Value Index (IWS) 1.7 $16M 211k 76.35
Cerner Corporation 1.6 $16M 295k 52.44
UGI Corporation (UGI) 1.6 $15M 287k 53.35
Newfield Exploration 1.6 $15M 1.0M 14.66
EQT Corporation (EQT) 1.6 $15M 791k 18.89
KAR Auction Services (KAR) 1.6 $15M 314k 47.72
Apache Corporation 1.6 $15M 565k 26.25
Store Capital Corp reit 1.6 $15M 512k 28.31
Carlisle Companies (CSL) 1.5 $14M 143k 100.52
Fifth Third Ban (FITB) 1.5 $14M 590k 23.53
Signature Bank (SBNY) 1.4 $13M 129k 102.81
Ryman Hospitality Pptys (RHP) 1.4 $13M 190k 66.69
Loews Corporation (L) 1.3 $13M 274k 45.52
Entergy Corporation (ETR) 1.2 $11M 127k 86.07
NiSource (NI) 0.9 $8.6M 338k 25.35
iShares Russell 2000 Index (IWM) 0.8 $8.0M 60k 133.90
National-Oilwell Var 0.8 $7.4M 288k 25.70
Gentex Corporation (GNTX) 0.4 $4.1M 205k 20.21
Bloomin Brands (BLMN) 0.4 $4.1M 230k 17.89
Dorman Products (DORM) 0.4 $3.9M 43k 90.03
Marcus & Millichap (MMI) 0.4 $3.9M 113k 34.33
Cision 0.4 $4.0M 339k 11.70
Trinet (TNET) 0.4 $3.8M 91k 41.95
First Citizens BancShares (FCNCA) 0.4 $3.7M 9.7k 377.02
Astronics Corporation (ATRO) 0.4 $3.6M 119k 30.45
Premier (PINC) 0.4 $3.7M 98k 37.35
Alexander & Baldwin (ALEX) 0.4 $3.5M 193k 18.38
Extended Stay America 0.4 $3.6M 232k 15.50
Frontdoor (FTDR) 0.4 $3.5M 133k 26.61
Insperity (NSP) 0.4 $3.3M 36k 93.35
1st Source Corporation (SRCE) 0.3 $3.3M 81k 40.34
Nexeo Solutions 0.3 $3.2M 377k 8.59
Air Lease Corp (AL) 0.3 $3.0M 99k 30.21
Gms (GMS) 0.3 $2.9M 192k 14.86
First Hawaiian (FHB) 0.3 $2.9M 128k 22.51
International Bancshares Corporation (IBOC) 0.3 $2.7M 79k 34.39
Carter's (CRI) 0.3 $2.6M 32k 81.63
Graftech International (EAF) 0.3 $2.5M 218k 11.44
Viad (VVI) 0.2 $2.3M 47k 50.08
ACI Worldwide (ACIW) 0.2 $2.1M 77k 27.67
TrueBlue (TBI) 0.2 $2.0M 89k 22.25
Medical Properties Trust (MPW) 0.2 $2.0M 123k 16.08
Life Storage Inc reit 0.2 $1.5M 16k 93.01
UniFirst Corporation (UNF) 0.1 $1.4M 9.9k 143.03
Gcp Applied Technologies 0.1 $1.3M 55k 24.55
Gentherm (THRM) 0.1 $1.3M 31k 39.99
Vector (VGR) 0.1 $1.1M 111k 9.73
iShares S&P 500 Index (IVV) 0.1 $740k 2.9k 251.70
Zimmer Holdings (ZBH) 0.1 $696k 6.7k 103.77