EARNEST PARTNERS LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings1,188 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
RAYMOND JAMES FINANCIAL INC | 3.2M | $346.3M | 2.1% | $62.50 | +69.04% | 13 qtrssince 2019-Q1 | Decreased 0 |
DARLING INGREDIENTS INC | 3.9M | $317.4M | 1.9% | $23.84 | +237.63% | 13 qtrssince 2019-Q1 | Decreased 0 |
HOULIHAN LOKEY INC | 3.5M | $309M | 1.8% | $48.34 | +75.15% | 13 qtrssince 2019-Q1 | Decreased 0 |
GATX CORP | 2.5M | $305.7M | 1.8% | $66.98 | +76.67% | 13 qtrssince 2019-Q1 | Decreased 0 |
FORMFACTOR INC | 6.9M | $290.2M | 1.7% | $23.45 | +82.12% | 13 qtrssince 2019-Q1 | Decreased 0 |
HEXCEL CORP | 4.7M | $282.4M | 1.7% | $60.20 | -4.98% | 13 qtrssince 2019-Q1 | Increased 53 |
CMC MATERIALS INC | 1.5M | $272.1M | 1.6% | — | — | 7 qtrssince 2020-Q3 | Decreased 0 |
CASELLA WASTE SYSTEMS INC-A | 3M | $261.3M | 1.5% | $39.49 | +121.98% | 13 qtrssince 2019-Q1 | Decreased 0 |
TELEDYNE TECHNOLOGIES INC | 514,216 | $243M | 1.4% | $275.19 | +71.92% | 13 qtrssince 2019-Q1 | Decreased 0 |
REINSURANCE GROUP OF AMERICA | 2.1M | $231.3M | 1.4% | $113.46 | -9.45% | 13 qtrssince 2019-Q1 | Increased 49 |
ALBANY INTL CORP | 2.7M | $228.8M | 1.4% | $65.65 | +23.77% | 13 qtrssince 2019-Q1 | Decreased 0 |
RYDER SYSTEM INC | 2.8M | $221.7M | 1.3% | $38.79 | +91.20% | 13 qtrssince 2019-Q1 | Decreased 0 |
CONMED CORP | 1.5M | $219.1M | 1.3% | $86.11 | +66.55% | 7 qtrssince 2020-Q3 | Decreased 0 |
CATALENT INC | 1.9M | $213.6M | 1.3% | — | — | 13 qtrssince 2019-Q1 | Decreased 0 |
CABOT CORP | 3M | $208.1M | 1.2% | $38.50 | +68.43% | 13 qtrssince 2019-Q1 | Decreased 0 |
FRANKLIN ELEC INC | 2.4M | $200.7M | 1.2% | $50.04 | +58.47% | 13 qtrssince 2019-Q1 | Decreased 0 |
MOLINA HEALTHCARE INC | 600,548 | $200.3M | 1.2% | $150.31 | +127.12% | 13 qtrssince 2019-Q1 | Decreased 0 |
BOX INC - CLASS A | 6.4M | $186.6M | 1.1% | $25.46 | +14.14% | 3 qtrssince 2021-Q3 | Decreased 0 |
CBRE GROUP INC - A | 2M | $184.7M | 1.1% | $51.98 | +76.08% | 13 qtrssince 2019-Q1 | Increased 48 |
STIFEL FINANCIAL CORP | 2.7M | $184.5M | 1.1% | $37.31 | +72.70% | 13 qtrssince 2019-Q1 | Decreased 0 |
EARNEST PARTNERS LLC manages $16.9B across 1188 positions as of Q1 2022. Top holdings: RJF (2.1%), DAR (1.9%), HLI (1.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 8 new positions, 18 exits, 99 increased. Top move: HXL (INCREASED, conviction 53). Portfolio: $16.9B across 1188 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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