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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

REINHART PARTNERS, INC. INSTITUTION : REINHART PARTNERS, INC.
REINHART PARTNERS, INC. Latest Top 20 Portfolio Holdings: (Filing Date: 2020-07-02) --- full portfolio
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
ENCOMPASS HEALTH CORP COM    (COM) 44,042,000 711,158 3.34%
FRONTDOOR INC COM    (COM) 40,962,000 247,296 3.10%
AMERCO COM    (COM) UHAL 39,627,000 131,133 3.00%
WHITE MTNS INS GRP LTD COM    (COM) WTM 37,333,000 42,043 2.83%
INSPERITY INC COM    (COM) NSP 28,260,000 436,597 2.14%
PREMIER INC CL A    (COM) PINC 27,268,000 795,469 2.06%
EBAY INC COM    (COM) EBAY 26,946,000 513,748 2.04%
EXTENDED STAY AMER INC SHS 1 C    (COM) STAY 25,047,000 2,238,349 1.90%
AEROJET ROCKETDYNE HLD COM    (COM) 24,798,000 625,566 1.88%
COGNIZANT TECH SOLUTNS CL A    (COM) CTSH 23,731,000 417,653 1.80%
LKQ CORP COM    (COM) LKQX 23,044,000 879,555 1.74%
GRAND CANYON ED INC COM    (COM) LOPE 22,680,000 250,524 1.72%
THOR INDS INC COM    (COM) THO 22,550,000 211,674 1.71%
GMS INC COM    (COM) 22,207,000 903,085 1.68%
VISTRA ENERGY CORP COM    (COM) 21,839,000 1,172,857 1.65%
AMERICAN FINL GROUP    (COM) AFG 21,544,000 339,489 1.63%
ASGN INC COM    (COM) 21,383,000 320,684 1.62%
SNAP-ON INC    (COM) SNA 21,380,000 154,353 1.62%
INTERPUBLIC GROUP    (COM) IPG 21,335,000 1,243,291 1.61%
FIDELITY NATL FIN INC CL A    (COM) FNF 21,295,000 694,539 1.61%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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