Reinhart Partners
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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
Q3 		$257M Sell
919,626
-46,434
-5% -$12.3M 6.26% 1
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

US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
WTG
West Tower Group Richmond, Virginia $27M AUM 33.41% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Reinhart Partners's SIMO Position: Q3 2026 in Review

Reinhart Partners reduced its Silicon Motion (SIMO) stake by 4.8% in Q3 2026, selling an estimated $12.3M and leaving 919,626 shares worth $257M. The position accounts for 6.26% of the portfolio, ranked #1.

Reinhart Partners first reported a position in SIMO in Q3 2023 and has held it in 13 quarters since. The position peaked at $322M in Q2 2026. 30 funds tracked by Wall St. Rank hold SIMO as of Q3 2026.

  • Reinhart Partners held 919,626 shares of Silicon Motion worth $257M as of Q3 2026.
  • Reinhart Partners sold 46,434 Silicon Motion shares in Q3 2026, an estimated $12.3M.
  • Silicon Motion made up 6.26% of Reinhart Partners's portfolio in Q3 2026, its #1 holding.
  • Reinhart Partners first reported a position in Silicon Motion in Q3 2023 and has held it in 13 quarters since.
  • Reinhart Partners's Silicon Motion position peaked at $322M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2026.

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