Reinhart Partners’s Lydall, Inc. LDL Stock Holding History

Reinhart Partners’s Portfolio LDL Stock Details LDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-20,990	Closed	-$620K	–	136
2015 Q2	$620K	Sell	20,990 -9,781	-32%	-$283K	0.06%	107
2015 Q1	$976K	Sell	30,771 -2,870	-9%	-$87.6K	0.07%	137
2014 Q4	$1.1M	Buy	33,641 +200	+0.6%	+$5.78K	0.08%	129
2014 Q3	$903K	Sell	33,441 -5,560	-14%	-$154K	0.07%	142
2014 Q2	$1.07M	Sell	39,001 -34,030	-47%	-$874K	0.08%	142
2014 Q1	$1.67M	Sell	73,031 -669	-0.9%	-$13K	0.13%	122
2013 Q4	$1.3M	Buy	+73,700	New	+$1.27M	0.1%	127

Other funds holding LDL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Reinhart Partners's LDL Position: Q3 2015 in Review

Reinhart Partners sold out of Lydall, Inc. (LDL) in Q3 2015, closing a stake of 20,990 shares — an estimated $620K sold.

Reinhart Partners first reported a position in LDL in Q4 2013 and held it in 7 quarters. The position peaked at $1.67M in Q1 2014. 126 funds tracked by Wall St. Rank hold LDL as of Q3 2015.

Reinhart Partners reported no remaining Lydall, Inc. position as of Q3 2015 after selling out during the quarter.
Reinhart Partners sold 20,990 Lydall, Inc. shares in Q3 2015, an estimated $620K.
Reinhart Partners first reported a position in Lydall, Inc. in Q4 2013 and held it in 7 quarters.
Reinhart Partners's Lydall, Inc. position peaked at $1.67M in Q1 2014.
126 funds tracked by Wall St. Rank held Lydall, Inc. as of Q3 2015.

Based on Reinhart Partners's 13F filing for Q3 2015, filed 14 Oct 2015.