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Reinhart Partners’s Silicon Motion SIMO Stock Holding History

Reinhart Partners’s Portfolio SIMO Stock Details SIMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$322M Sell
966,060
-347,979
-26% -$80.6M 7.35% 1
2026
Q1 		$148M Sell
1,314,039
-259,316
-16% -$31.5M 4.24% 3
2025
Q4 		$146M Buy
1,573,355
+72,421
+5% +$6.65M 4.37% 2
2025
Q3 		$142M Buy
1,500,934
+29,351
+2% +$2.33M 4.63% 3
2025
Q2 		$111M Buy
1,471,583
+107,292
+8% +$6.09M 3.78% 3
2025
Q1 		$69M Buy
1,364,291
+228,553
+20% +$12.4M 2.51% 18
2024
Q4 		$61.4M Buy
1,135,738
+55,363
+5% +$3.1M 2.36% 17
2024
Q3 		$65.6M Buy
1,080,375
+326,358
+43% +$21.5M 2.49% 16
2024
Q2 		$61.1M Buy
754,017
+17,646
+2% +$1.38M 2.54% 12
2024
Q1 		$56.7M Buy
736,371
+35,623
+5% +$2.43M 2.31% 16
2023
Q4 		$42.9M Buy
700,748
+270,202
+63% +$15.4M 1.89% 20
2023
Q3 		$22.1M Buy
+430,546
New +$24.5M 1.15% 33

Other funds holding SIMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return

Reinhart Partners's SIMO Position: Q2 2026 in Review

Reinhart Partners reduced its Silicon Motion (SIMO) stake by 26% in Q2 2026, selling an estimated $80.6M and leaving 966,060 shares worth $322M. The position accounts for 7.35% of the portfolio, ranked #1.

Reinhart Partners first reported a position in SIMO in Q3 2023 and has held it in 12 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

  • Reinhart Partners held 966,060 shares of Silicon Motion worth $322M as of Q2 2026.
  • Reinhart Partners sold 347,979 Silicon Motion shares in Q2 2026, an estimated $80.6M.
  • Silicon Motion made up 7.35% of Reinhart Partners's portfolio in Q2 2026, its #1 holding.
  • Reinhart Partners first reported a position in Silicon Motion in Q3 2023 and has held it in 12 quarters since.
  • 385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Reinhart Partners's 13F filing for Q2 2026, filed 8 Jul 2026.