CRAMER ROSENTHAL MCGLYNN LLC
Long Only Manager • Value
CRAMER ROSENTHAL MCGLYNN LLC is a Value-focused institution based in Mishawaka, IN led by Brian Michael Harvey, reporting $2.4B in AUM as of Q3 2025 with VSCO as the largest holding (4% allocation).
CEOBrian Michael Harvey
- Portfolio Value
- $1.6B
- Positions
- 92
- Top Holding
- VSCO at 4.12%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CRAMER ROSENTHAL MCGLYNN LLC's portfolio (29.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Apparel - Retail Consumer Cyclical | $64.2M | 4.12% | +$15.5M Bought | 2.95% 2.4M shares | |
Banks - Regional Financial Services | $58.6M | 3.76% | +$10.1M Bought | 2.04% 1.5M shares | |
Residential Construction Consumer Cyclical | $50.7M | 3.26% | +$3.6M Bought | 1.17% 663.9K shares | |
Insurance - Specialty Financial Services | $48.8M | 3.13% | +$399.4K Bought | 0.75% 759.6K shares | |
Industrial - Machinery Industrials | $44.1M | 2.83% | +$4.0M Bought | 0.46% 307.3K shares | |
Unknown Unknown | $43.8M | 2.81% | +$5.6M Bought | 1.63% 2.1M shares | |
Unknown Unknown | $39.3M | 2.52% | +$8.4M Bought | 1.13% 3.6M shares | |
Financial - Capital Markets Financial Services | $37.3M | 2.40% | -$7.5M Sold | 0.29% 110.6K shares | |
Hardware, Equipment & Parts Technology | $35.9M | 2.31% | -$2.1M Sold | 0.58% 855.9K shares | |
REIT - Residential Real Estate | $34.0M | 2.19% | -$726.5K Sold | 0.21% 263.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CRAMER ROSENTHAL MCGLYNN LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for CRAMER ROSENTHAL MCGLYNN LLC
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