Cramer Rosenthal Mcglynn LLC
Cramer Rosenthal McGlynn LLC is a New York-based investment management firm specializing in small- and mid-cap value equity strategies. Founded in 1973, the firm serves primarily institutional investors, including pension plans, endowments, foundations, and high net worth individuals. The firm employs a staff of investment professionals and support personnel dedicated to a bottom-up, fundamental value investment approach.
Investment Strategy
Cramer Rosenthal McGlynn LLC employs a bottom-up, fundamental research-driven investment strategy, focused primarily on small- and mid-cap value equities. The firm seeks undervalued companies with strong potential for operational improvement or strategic change. Their disciplined investment process includes rigorous company analysis, industry research, and risk management to seek superior long-term returns for clients.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FAF | FIRST AMERN FINL CORP | 3.18% | $46.3M | 753,404 | $59.86 | $61.39 | -$3.3M |
A ACVA | ACV AUCTIONS INC | 3.11% | $45.2M | 2,787,746 | $15.88 | $16.22 | +$6.9M |
B BKU | BANKUNITED INC | 3.11% | $45.2M | 1,269,835 | $36.30 | $35.59 | +$17.4M |
R RRX | REGAL REXNORD CORPORATION | 2.79% | $40.5M | 279,491 | $138.74 | $144.96 | +$9.6M |
S SKY | CHAMPION HOMES INC | 2.66% | $38.7M | 617,315 | $48.95 | $62.61 | -$13.8M |