EARNEST PARTNERS LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings1,189 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
RAYMOND JAMES FINANCIAL INC | 3.3M | $294.7M | 2.0% | $63.52 | +34.44% | 14 qtrssince 2019-Q1 | Increased 51 |
HOULIHAN LOKEY INC | 3.7M | $288.9M | 1.9% | $49.40 | +53.81% | 14 qtrssince 2019-Q1 | Increased 51 |
FORMFACTOR INC | 7M | $271.7M | 1.8% | $23.69 | +63.13% | 14 qtrssince 2019-Q1 | Increased 49 |
REINSURANCE GROUP OF AMERICA | 2.3M | $265.3M | 1.8% | $113.26 | -2.61% | 14 qtrssince 2019-Q1 | Increased 52 |
HEXCEL CORP | 5.1M | $265.2M | 1.8% | $59.58 | -15.41% | 14 qtrssince 2019-Q1 | Increased 52 |
GATX CORP | 2.6M | $243.9M | 1.6% | $67.91 | +30.64% | 14 qtrssince 2019-Q1 | Increased 51 |
CATALENT INC | 2.2M | $235.3M | 1.6% | — | — | 14 qtrssince 2019-Q1 | Increased 55 |
DARLING INGREDIENTS INC | 3.8M | $226.8M | 1.5% | $23.84 | +166.15% | 14 qtrssince 2019-Q1 | Decreased 0 |
ALBANY INTL CORP | 2.8M | $219.2M | 1.5% | $65.88 | +13.52% | 14 qtrssince 2019-Q1 | Increased 49 |
CASELLA WASTE SYSTEMS INC-A | 2.9M | $209M | 1.4% | $39.49 | +84.07% | 14 qtrssince 2019-Q1 | Decreased 0 |
TELEDYNE TECHNOLOGIES INC | 532,348 | $199.7M | 1.3% | $278.48 | +33.49% | 14 qtrssince 2019-Q1 | Increased 50 |
CABOT CORP | 3.1M | $196.3M | 1.3% | $38.74 | +53.01% | 14 qtrssince 2019-Q1 | Increased 49 |
RYDER SYSTEM INC | 2.7M | $194.8M | 1.3% | $38.79 | +66.71% | 14 qtrssince 2019-Q1 | Decreased 0 |
FRANKLIN ELEC INC | 2.4M | $172.3M | 1.1% | $50.04 | +40.19% | 14 qtrssince 2019-Q1 | Decreased 0 |
CBRE GROUP INC - A | 2.3M | $168.2M | 1.1% | $54.51 | +35.04% | 14 qtrssince 2019-Q1 | Increased 54 |
BOX INC - CLASS A | 6.5M | $163.3M | 1.1% | $25.46 | -1.25% | 4 qtrssince 2021-Q3 | Increased 48 |
MOOG INC | 2M | $161.3M | 1.1% | $76.19 | +1.04% | 14 qtrssince 2019-Q1 | Increased 49 |
ALBEMARLE CORP | 769,296 | $160.8M | 1.1% | $104.17 | +90.35% | 14 qtrssince 2019-Q1 | Increased 55 |
CONMED CORP | 1.7M | $159.1M | 1.1% | $86.85 | +6.68% | 8 qtrssince 2020-Q3 | Increased 54 |
SCOTTS MIRACLE-GRO CO | 2M | $157.7M | 1.1% | $69.83 | -0.82% | 14 qtrssince 2019-Q1 | Increased 65 |
EARNEST PARTNERS LLC manages $15B across 1189 positions as of Q2 2022. Top holdings: RJF (2.0%), HLI (1.9%), FORM (1.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 24 new positions, 23 exits, 181 increased. Top move: SMG (INCREASED, conviction 65). Portfolio: $15.0B across 1189 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