Reinhart Partners, LLC. Q3 2023 vs. Q4 2023 13F Holdings Comparison

U HAUL HOLDING CO Leads Reinhart Partners, LLC's Q4 2023 Portfolio Changes

Reinhart Partners, LLC, a leading investment management firm, recently released its Q3 2023 vs. Q4 2023 13F holdings comparison, showcasing the changes in their portfolio. One standout in their holdings was U HAUL HOLDING CO, which saw a significant increase in shares.

During Q3 2023, Reinhart Partners held 1,474,904 shares of U HAUL HOLDING CO, with a value of $77,270,000. However, by the end of Q4 2023, the firm had increased its holdings to 1,525,560 shares, with a value of $107,460,000. This represents a substantial growth of 39.1% in shares and demonstrates the firm's confidence in U HAUL HOLDING CO's future prospects.

Another notable change in Reinhart Partners' portfolio was the increase in holdings of INSPERITY INC COM. In Q3 2023, the firm held 833,045 shares, valued at $81,305,000. By Q4 2023, their holdings had grown to 882,621 shares, with a value of $103,460,000. This represents a 27.2% increase in shares and highlights the firm's optimism in the company's performance.

LANTHEUS HLDGS INC COM also caught Reinhart Partners' attention, as they significantly boosted their holdings in the company. In Q3 2023, the firm had 901,520 shares, valued at $62,637,000. By the end of Q4 2023, their holdings rose to 1,356,273 shares, with a value of $84,088,000. This represents an impressive 34.2% increase in shares, showcasing Reinhart Partners' belief in LANTHEUS HLDGS INC COM's potential.

Other noteworthy changes in Reinhart Partners' portfolio include the increase in shares of FRONTDOOR INC COM, ACI WORLDWIDE INC COM, and WINTRUST FINL CORP COM. These companies saw growths of 27.8%, 49%, and 34.9% respectively in terms of shares held. Reinhart Partners' strategic investment decisions reflect their commitment to identifying opportunities for growth and maximizing returns for their clients.

It is important to note that the Q3 2023 vs. Q4 2023 13F holdings comparison provides valuable insights into Reinhart Partners' investment strategy. However, it is essential to thoroughly analyze each company's fundamentals and market conditions before making any investment decisions. Reinhart Partners' expertise and experience in the market continue to position them as a trusted partner for investors looking for long-term growth and stability.

Overall, Reinhart Partners' Q3 2023 vs. Q4 2023 13F holdings comparison reveals their proactive approach to portfolio management and their ability to adapt to market changes. Their increased investments in U HAUL HOLDING CO, INSPERITY INC COM, LANTHEUS HLDGS INC COM, and other companies reflect their confidence in the long-term potential of these entities. As the investment landscape continues to evolve, Reinhart Partners remains at the forefront, consistently delivering value to their clients.