EARNEST PARTNERS LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings304 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MOOG INC | 1.8M | $742.6M | 2.7% | $83.59 | +348.21% | 30 qtrssince 2019-Q1 | Decreased 0 |
FORMFACTOR INC | 3.8M | $601.9M | 2.2% | $26.24 | +287.56% | 30 qtrssince 2019-Q1 | Decreased 0 |
WOODWARD INC | 1.1M | $481.2M | 1.7% | $112.64 | +203.47% | 30 qtrssince 2019-Q1 | Decreased 0 |
REINSURANCE GROUP AMER INC | 2.2M | $471.9M | 1.7% | $118.61 | +107.02% | 30 qtrssince 2019-Q1 | Decreased 0 |
HEXCEL CORP NEW | 4.6M | $458.7M | 1.7% | $60.07 | +57.94% | 30 qtrssince 2019-Q1 | Decreased 0 |
FIRSTCASH HOLDINGS INC | 2.1M | $455.7M | 1.6% | $74.91 | +192.65% | 19 qtrssince 2021-Q4 | Decreased 0 |
GATX CORP | 2.6M | $453M | 1.6% | $76.70 | +131.54% | 30 qtrssince 2019-Q1 | Decreased 0 |
RYDER SYS INC | 1.5M | $390.2M | 1.4% | $53.90 | +356.13% | 30 qtrssince 2019-Q1 | Decreased 0 |
ARCHROCK INC | 9.5M | $388.4M | 1.4% | $7.45 | +319.19% | 30 qtrssince 2019-Q1 | Decreased 0 |
CBRE GROUP INC | 2.9M | $387.4M | 1.4% | $66.23 | +127.73% | 30 qtrssince 2019-Q1 | Decreased 0 |
SNAP ON INC | 908,103 | $365.4M | 1.3% | $188.12 | +108.31% | 30 qtrssince 2019-Q1 | Decreased 0 |
ADVANCED ENERGY INDS | 954,262 | $355.8M | 1.3% | $70.84 | +285.10% | 30 qtrssince 2019-Q1 | Decreased 0 |
RAYMOND JAMES FINL INC | 2.2M | $335M | 1.2% | $75.92 | +136.26% | 30 qtrssince 2019-Q1 | Decreased 0 |
ENTEGRIS INC | 1.9M | $334.3M | 1.2% | $62.50 | +115.86% | 30 qtrssince 2019-Q1 | Decreased 0 |
CABOT CORP | 3.3M | $303.9M | 1.1% | $46.10 | +81.45% | 30 qtrssince 2019-Q1 | Increased 52 |
ARROW ELECTRS INC | 1.4M | $294.5M | 1.1% | $102.47 | +99.01% | 30 qtrssince 2019-Q1 | Decreased 0 |
HOULIHAN LOKEY INC | 2.2M | $291.4M | 1.1% | $54.22 | +145.35% | 30 qtrssince 2019-Q1 | Decreased 0 |
DARDEN RESTAURANTS INC | 1.4M | $281M | 1.0% | $106.12 | +103.19% | 30 qtrssince 2019-Q1 | Decreased 0 |
D R HORTON INC | 1.6M | $267.9M | 1.0% | $65.73 | +124.25% | 30 qtrssince 2019-Q1 | Decreased 0 |
FLEX LTD | 1.6M | $264.4M | 1.0% | — | — | — | Decreased 0 |
EARNEST PARTNERS LLC manages $27.7B across 304 positions as of Q2 2026. Top holdings: MOG/A (2.7%), FORM (2.2%), WWD (1.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 16 new positions, 7 exits, 73 increased. Top move: CBT (INCREASED, conviction 52). Portfolio: $27.7B across 304 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR