SuperworthReinhart International PMV Fund
Managed Portfolio SeriesInternational
Run by Reinhart Partners, Reinhart Partners' firm.
- Net assets
- $2.3M
- Stocks held
- 29
- As of
- May 31, 2026
- N-PORT filed with the SEC
- In its top 10
- 48%
- of net assets
- Active share
- 95%
- different from FTSE Global All Cap ex US
Largest holdings
SIMO9.7%
Icon plc4.8%
Mercari Inc4.7%
Jeronimo Martins SGPS SA4.6%
TSM4.6%
Edenred SE4.3%
Arca Continental SAB de CV4.3%
JD Logistics Inc4.0%
Accor SA3.8%
Horiba Ltd3.6%
CTS Eventim AG & Co KGaA3.5%
MANU3.4%
Coway Co Ltd3.4%
LIVN3.2%| Company | Of net assets, over time | Share of FTSE Global All Cap ex US |
|---|---|---|
| SIMOSilicon Motion Technology CORP | 0.00% | |
| Icon | 4.78% | 0.00% |
| Mercari | 4.67% | 0.01% |
| Jeronimo Martins SGPS SA | 4.65% | 0.01% |
| TSMTaiwan Semiconductor Manufacturing | 4.17% | |
| Edenred | 4.29% | 0.02% |
| Arca Continental SAB de CV | 4.27% | 0.02% |
| JD Logistics | 3.97% | 0.01% |
| Accor SA | 3.82% | 0.03% |
| Horiba | 3.61% | 0.01% |
| CTS Eventim AG & Co KGaA | 3.48% | 0.01% |
| MANUManchester United | 0.00% | |
| Coway | 3.40% | 0.01% |
| LIVNLivaNova | 0.00% | |
| EEFTEuronet Worldwide | 0.00% | |
| BAWAYBAWAG | 0.04% | |
| NetEase | 2.69% | 0.00% |
| Ictsi | 2.68% | 0.04% |
| Bank of Ireland | 2.67% | 0.05% |
| BGSIBoyd Group Services | 0.01% | |
| Miura | 2.66% | 0.00% |
| LVMH Moet Hennessy Louis Vuitt | 2.64% | 0.31% |
| Bolsa Mexicana de Valores SAB | 2.13% | 0.00% |
| LSEGYLondon Stock Exchange Group PL | 0.12% | |
| Jumbo | 1.91% | 0.01% |
Its bets against FTSE Global All Cap ex US
Each stock's weight of the fund's net assets less its weight in the FTSE Global All Cap ex US, in points.
Holds much more than the index
- SIMOSilicon Motion Technology CORP
Holds much less, or none
- ASMLASML
- SKHYSkhy
- HSBCHSBC
- RYRoyal Bank of Canada
- NVSNovartis
- BABAAlibaba
About these numbers
Holdings from the fund's N-PORT report to the SEC, public 60 days after the report date. Every weight is a percent of the fund's net assets, as the fund publishes it, and active weights are that less the index's weight. Only stocks are listed, so cash, bonds and derivatives are not, and a fund that borrows can hold stocks worth more than its net assets. Active share compares the fund's stocks alone with the index.