EARNEST PARTNERS LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$23.3B

Total Positions

299

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

CBRE2.12%

RGA2.02%

MOG/A1.98%

GATX1.96%

WWD1.74%

HLI1.71%

RJF1.59%

HXL1.56%

FCFS1.52%

SNA1.40%

Other16.53%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

UFPT28Q held

UFP Technologies Inc

Avg $37.40 · $336,158 est. P&L

Est. P&L

+528.72%

LLY28Q held

Eli Lilly & Co

Avg $197.27 · $351,392 est. P&L

Est. P&L

+446.44%

GS28Q held

Goldman Sachs Group Inc/The

Avg $189.60 · $8.2M est. P&L

Est. P&L

+366.45%

Top Losers

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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.

Top Holdings(Showing 25 of 299 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
CBRE CBRE Group Inc	3.1M	$495.3M	2.1%	—	$66.12	+146.99%	28 qtrs	Decreased 0
RGA Reinsurance Group of America Inc	2.3M	$472M	2.0%	—	$120.29	+70.30%	28 qtrs	Decreased 0
MOG/A MOOG INC	1.9M	$463.1M	2.0%	—	—	—	28 qtrs	Decreased 0
GATX GATX Corp	2.7M	$458.4M	2.0%	—	$76.70	+124.18%	28 qtrs	Decreased 0
WWD Woodward Inc	1.3M	$407M	1.7%	—	$112.97	+168.30%	28 qtrs	Decreased 0
HLI Houlihan Lokey Inc	2.3M	$399.2M	1.7%	—	$54.22	+224.34%	28 qtrs	Decreased 0
RJF Raymond James Financial Inc	2.3M	$372.1M	1.6%	—	$75.92	+113.39%	28 qtrs	Decreased 0
HXL Hexcel Corp	4.9M	$364.7M	1.6%	—	$60.41	+23.80%	28 qtrs	Decreased 0
FCFS FirstCash Holdings Inc	2.2M	$353.6M	1.5%	—	$75.18	+114.45%	17 qtrs	Decreased 0
SNA Snap-on Inc	948,469	$326.8M	1.4%	—	$191.64	+82.46%	28 qtrs	Decreased 0
FORM FORMFACTOR INC C	5.8M	$322.1M	1.4%	—	$26.24	+117.61%	28 qtrs	Decreased 0
SF Stifel Financial Corp	2.5M	$317.8M	1.4%	—	$41.38	+206.75%	28 qtrs	Decreased 0
R Ryder System Inc	1.6M	$298.8M	1.3%	—	$54.16	+256.21%	28 qtrs	Decreased 0
AEIS ADVANCED ENERGY INDS	1.4M	$294.9M	1.3%	—	$71.12	+200.08%	28 qtrs	Decreased 0
HII Huntington Ingalls Industries Inc	845,295	$287.5M	1.2%	—	$198.63	+72.17%	28 qtrs	Decreased 0
DRI Darden Restaurants Inc	1.5M	$267.5M	1.1%	—	$106.12	+72.99%	28 qtrs	Decreased 0
AROC Archrock Inc	10M	$261.1M	1.1%	—	$7.51	+247.17%	28 qtrs	Decreased 0
SNPS Synopsys Inc	554,941	$260.7M	1.1%	—	$327.52	+44.87%	28 qtrs	Increased 53
DHI DR Horton Inc	1.7M	$245.8M	1.1%	—	$66.10	+119.54%	28 qtrs	Decreased 0
RSG Republic Services Inc	1.1M	$232.6M	1.0%	—	$113.47	+88.64%	28 qtrs	Decreased 0
ALB Albemarle Corp	1.6M	$230.6M	1.0%	—	$117.52	+20.84%	28 qtrs	Increased 49
BOX Box Inc	7.5M	$225.1M	1.0%	—	$26.19	+16.09%	18 qtrs	Decreased 0
TDY Teledyne Technologies Inc	404,316	$206.5M	0.9%	—	$335.09	+54.59%	28 qtrs	Decreased 0
CBT Cabot Corp	3.1M	$205.9M	0.9%	—	$42.93	+54.75%	28 qtrs	Decreased 0
SMG Scotts Miracle-Gro Co/The	3.5M	$201.5M	0.9%	—	$60.58	-4.74%	28 qtrs	Decreased 0
Showing 25 of 299 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

ICLRICON PLC

Q3 2024 → Q4 2025+367,491 shares-$1.6M

INFYINFOSYS LTD S

Q2 2025 → Q4 2025+14,107 shares+$197,362

PZZAPAPA JOHNS INTL INC

Q2 2025 → Q4 2025+408,395 shares+$11.7M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer