Reinhart Partners, Llc. Quarterly Activity: Significant Buys and Sales in Q3 2026

Reinhart Partners, Llc. has recently disclosed its investment activities for the third quarter of 2026, revealing a dynamic portfolio with notable shifts in holdings. The investment firm, known for its active trading approach, has adjusted its positions in several stocks, reflecting its ongoing strategy to optimize returns.

Significant Purchases

Reinhart Partners, Llc. demonstrated substantial buying activity this quarter, particularly evident in its newly added positions. The firm significantly increased its stake in MODINE MFG CO COM (MOD), boosting its holdings by 76.4% to a portfolio allocation of 4.46%. This move suggests confidence in the MOD stock.

Other notable buys include INSTALLED BLDG PRODS I COM (IBP), where Reinhart acquired shares representing a 100% increase from the previous quarter, adding it to their portfolio with a 2.12% allocation. Similarly, CENTURI HOLDINGS INC COM SHS (CTRI) and CADRE HLDGS INC COM (CDRE) were added with 100% share increases, now holding 1.87% and 1.4% of the portfolio respectively. The firm also purchased CCC INTELLIGENT SOLUTIONS HO (CCCS) with a 100% increase, contributing 1.02% to the total value.

These significant purchases, highlighted in the portfolio indicators as large buys, indicate Reinhart's focus on growth opportunities. The buys were concentrated in sectors like CTRI (Utilities), CCCS (Technology), and IBP (Consumer Cyclical). The investor's website provides more details on these specific stock movements.

Other Purchases and Portfolio Adjustments

Reinhart Partners, Llc. also engaged in other portfolio adjustments beyond the newly added positions. This quarter saw an increase in shares for several existing holdings, including YETI HLDGS INC COM (YETI) with an 18.69% rise, now accounting for 3.88% of the portfolio. The firm bolstered its position in AXCELIS TECHNOLOGIES I COM (ACLS) by 14.21%, and SILICON MOTION TECH CP SPONSOR (SIMO) experienced a modest 4.81% increase.

Furthermore, the investor maintained or slightly adjusted positions in stocks like PAYCOM SOFTWARE INC COM (PAYC), MODINE MFG CO COM (MOD), and FIRST CTZNS BANCSHS NC CL A (FCNCA). The narrative style of the disclosure allows for a detailed view of these incremental changes.

Sales and Exits

Conversely, Reinhart Partners, Llc. reduced its exposure in several other stocks during Q3 2026. The firm sold shares in HAYWARD HLDGS INC COM (HAYW), decreasing its allocation from 0.94% to an exit, likely due to the stock's performance or strategic realignment.

Other exits include HILLMAN SOLUTIONS CORP COM (HLMN), ACI WORLDWIDE INC COM (ACIW), and FIRST HAWAIIAN INC COM (FHB). The reduction in shares for ACIW was particularly sharp, with a 42.05% decrease, while FHB saw a 25.8% reduction. These exits, along with the decrease in HLMN, signal a divestment strategy in certain areas.

Reinhart also trimmed its positions in ONESPAWORLD HOLDINGS L COM (OSW) by 13.26%, LANTHEUS HLDGS INC COM (LNTH) by 24.48%, and V2X INC COM (VVX) by 16.27%. The investor's website offers specific data on these stock exits.

No Major Sells Disclosed

Interestingly, the disclosed data does not indicate any significant sell-offs by Reinhart Partners, Llc. this quarter, as the portfolio_indicators show 'has_large_sells' is false. However, exits in various stocks like HLMN, ACIW, and FHB still represent a form of selling activity.

Conclusion

Overall, Reinhart Partners, Llc.'s Q3 2026 activity reflects a targeted approach to capital allocation. The firm focused on acquiring shares in companies like MOD, IBP, CTRI, CCCS, and HAYW, while strategically exiting positions in others such as HLMN, ACIW, FHB, OSW, LNTH, VVX, and RHP. These moves, detailed in the investor's filing, suggest a continued emphasis on growth stocks and a measured approach to divesting underperforming assets.

For more detailed information on Reinhart Partners, Llc.'s portfolio and these specific stock transactions, please visit their official profile on Insiderset.com. Links to the individual stock profiles can be found by searching for MOD, IBP, CTRI, CCCS, HLMN, ACIW, and others mentioned in this analysis.