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.
Latest 13F Filing Activity
Cramer Rosenthal Mcglynn LLC filed their most recent 13F report on Jun 30, 2025 disclosing 83 equity positions with a total 13F market value of $1B. The fund increased holdings in Itron Inc., Bankunited Inc., Evercore Inc. among other positions. Cramer Rosenthal Mcglynn LLC reduced exposure to Foot Locker Inc., Horace Mann Educators Corp. N, Fulton Finl Corp. PA among others.
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 |
Industry Allocation
Investment Team (9)
| Name | Role | Location | |
|---|---|---|---|
A Andrey Belov | Research Analyst | Stamford, CT , United States | |
B Brian Harvey | Equity Portfolio Manager | United States | |
 | Research Analyst | New York, NY , United States | |
K Kevin Chin | Portfolio Manager | Darien, CT , United States | |
 | Portfolio Manager | Rockville Centre, NY , United States | |
 | AVP and Head of Trading | New York, NY , United States | |
T Tristan Newkirk | Research Analyst | New York, NY , United States | |
J Jack Haverty | Research Analyst | New York, NY , United States | |
J Jeffrey Yanover | Portfolio Manager | New York, NY , United States |