EARNEST PARTNERS LLC: 13F holdings, Q2 2026
EARNEST PARTNERS LLC reported 304 positions worth $27.73B in its Form 13F for Q2 2026 (vs. $24.25B in Q1 2026), filed 2026-08-13.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| - | MOOG INC | $742.62M | 2.7% | 1,752,132 | -6% |
| FORM | FORMFACTOR INC | $601.85M | 2.2% | 3,763,214 | -23% |
| - | WOODWARD INC | $481.24M | 1.7% | 1,131,156 | -12% |
| - | REINSURANCE GROUP AMER INC | $471.91M | 1.7% | 2,219,193 | -2% |
| HXL | HEXCEL CORP NEW | $458.73M | 1.7% | 4,584,594 | -3% |
| FCFS | FIRSTCASH HOLDINGS INC | $455.66M | 1.6% | 2,106,406 | -3% |
| - | GATX CORP | $453.02M | 1.6% | 2,556,697 | -2% |
| R | RYDER SYS INC | $390.24M | 1.4% | 1,479,457 | -3% |
| AROC | ARCHROCK INC | $388.43M | 1.4% | 9,541,483 | -2% |
| CBRE | CBRE GROUP INC - A | $387.43M | 1.4% | 2,876,492 | -2% |
| SNA | SNAP ON INC | $365.42M | 1.3% | 908,103 | -2% |
| AEIS | ADVANCED ENERGY INDUSTRIES | $355.82M | 1.3% | 954,262 | -22% |
| - | RAYMOND JAMES FINL INC | $334.97M | 1.2% | 2,203,294 | -1% |
| - | ENTEGRIS INC | $334.30M | 1.2% | 1,858,657 | -2% |
| CBT | CABOT CORP | $303.86M | 1.1% | 3,345,689 | +6% |
| ARW | ARROW ELECTRONICS INC | $294.51M | 1.1% | 1,380,012 | -2% |
| - | HOULIHAN LOKEY INC | $291.43M | 1.1% | 2,172,720 | -3% |
| DRI | DARDEN RESTAURANTS INC | $281.00M | 1.0% | 1,364,023 | -2% |
| DHI | D R HORTON INC | $267.91M | 1.0% | 1,644,845 | -2% |
| FLEX | FLEXTRONICS INTL LTD | $264.38M | 1.0% | 1,631,294 | -38% |
| - | TELEDYNE TECHNOLOGIES INC | $255.05M | 0.9% | 382,444 | -2% |
| CRL | CHARLES RIV LABS INTL INC | $254.01M | 0.9% | 1,120,011 | +15% |
| SF | STIFEL FINL CORP | $251.77M | 0.9% | 3,608,530 | -2% |
| - | FLOWSERVE CORP | $251.75M | 0.9% | 3,394,740 | +24% |
| SMG | SCOTTS MIRACLE-GRO CO | $247.30M | 0.9% | 3,630,876 | +7% |
| AMKR | AMKOR TECHNOLOGY INC | $245.97M | 0.9% | 2,852,492 | -17% |
| BWA | BORGWARNER INC | $245.82M | 0.9% | 3,702,143 | -2% |
| - | SYNOPSYS INC | $242.70M | 0.9% | 544,093 | -1% |
| AKAM | AKAMAI TECHNOLOGIES INC | $241.61M | 0.9% | 2,043,878 | -2% |
| - | EMCOR GROUP INC | $227.47M | 0.8% | 274,102 | -2% |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| - | HOLOGIC INC | $139.31M |
| - | CARNIVAL CORP | $138.81M |
| CTRA | COTERRA ENERGY INC | $62.43M |
| ALGBP | SUMISHO AIR LEASE CORP | $218K |
| NFLX | NETFLIX INC. | $215K |
| - | ISHARES TR | $211K |
| CMCSA | COMCAST CORP NEW | $201K |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.