Reinhart Partners’s Axcelis ACLS Stock Holding History

Reinhart Partners’s Portfolio ACLS Stock Details ACLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$139M	Buy	1,060,636 +131,976	+14%	+$16.9M	3.38%	10
2026 Q2	$176M	Sell	928,660 -729,085	-44%	-$108M	4.02%	3
2026 Q1	$154M	Buy	1,657,745 +67,847	+4%	+$6.01M	4.44%	1
2025 Q4	$128M	Sell	1,589,898 -20,434	-1%	-$1.71M	3.83%	5
2025 Q3	$157M	Buy	1,610,332 +91,788	+6%	+$7.39M	5.11%	1
2025 Q2	$106M	Buy	1,518,544 +77,522	+5%	+$4.42M	3.61%	7
2025 Q1	$71.6M	Buy	1,441,022 +404,910	+39%	+$25.6M	2.61%	16
2024 Q4	$72.4M	Buy	1,036,112 +348,504	+51%	+$28.9M	2.79%	13
2024 Q3	$72.1M	Buy	687,608 +268,560	+64%	+$31.4M	2.74%	10
2024 Q2	$59.6M	Buy	419,048 +79,456	+23%	+$9.16M	2.48%	13
2024 Q1	$37.9M	Buy	+339,592	New	+$40.5M	1.54%	26

Other funds holding ACLS

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Reinhart Partners's ACLS Position: Q3 2026 in Review

Reinhart Partners increased its Axcelis (ACLS) stake by 14% in Q3 2026, buying an estimated $16.9M and bringing the position to 1,060,636 shares worth $139M. The position accounts for 3.38% of the portfolio, ranked #10.

Reinhart Partners first reported a position in ACLS in Q1 2024 and has held it in 11 quarters since. The position peaked at $176M in Q2 2026. 95 funds tracked by Wall St. Rank hold ACLS as of Q3 2026.

Reinhart Partners held 1,060,636 shares of Axcelis worth $139M as of Q3 2026.
Reinhart Partners bought 131,976 Axcelis shares in Q3 2026, an estimated $16.9M.
Axcelis made up 3.38% of Reinhart Partners's portfolio in Q3 2026, its #10 holding.
Reinhart Partners first reported a position in Axcelis in Q1 2024 and has held it in 11 quarters since.
Reinhart Partners's Axcelis position peaked at $176M in Q2 2026.
95 funds tracked by Wall St. Rank held Axcelis as of Q3 2026.

Based on Reinhart Partners's 13F filing for Q3 2026, filed 9 Oct 2026.