EARNEST PARTNERS LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings1,177 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
RAYMOND JAMES FINANCIAL INC | 3.1M | $306.5M | 2.1% | $63.52 | +46.99% | 15 qtrssince 2019-Q1 | Decreased 0 |
REINSURANCE GROUP OF AMERICA | 2.3M | $293.2M | 2.0% | $113.37 | +3.17% | 15 qtrssince 2019-Q1 | Increased 50 |
HOULIHAN LOKEY INC | 3.7M | $277.9M | 1.9% | $49.56 | +45.41% | 15 qtrssince 2019-Q1 | Increased 49 |
HEXCEL CORP | 5.2M | $267.7M | 1.8% | $59.38 | -15.94% | 15 qtrssince 2019-Q1 | Increased 50 |
DARLING INGREDIENTS INC | 3.5M | $234M | 1.6% | $23.84 | +178.36% | 15 qtrssince 2019-Q1 | Decreased 0 |
GATX CORP | 2.7M | $227.9M | 1.5% | $68.41 | +21.85% | 15 qtrssince 2019-Q1 | Increased 50 |
ALBANY INTL CORP | 2.9M | $227.3M | 1.5% | $66.23 | +14.64% | 15 qtrssince 2019-Q1 | Increased 50 |
CASELLA WASTE SYSTEMS INC-A | 2.8M | $216.7M | 1.5% | $39.49 | +93.46% | 15 qtrssince 2019-Q1 | Decreased 0 |
RYDER SYSTEM INC | 2.8M | $214.4M | 1.4% | $39.82 | +71.98% | 15 qtrssince 2019-Q1 | Increased 50 |
ALBEMARLE CORP | 794,887 | $210.2M | 1.4% | $108.91 | +130.69% | 15 qtrssince 2019-Q1 | Increased 50 |
CABOT CORP | 3.2M | $201.6M | 1.4% | $39.26 | +52.23% | 15 qtrssince 2019-Q1 | Increased 49 |
FRANKLIN ELEC INC | 2.3M | $190.3M | 1.3% | $50.04 | +56.70% | 15 qtrssince 2019-Q1 | Decreased 0 |
TELEDYNE TECHNOLOGIES INC | 534,500 | $180.4M | 1.2% | $278.74 | +23.48% | 15 qtrssince 2019-Q1 | Increased 48 |
FORMFACTOR INC | 7.1M | $176.7M | 1.2% | $23.70 | +7.44% | 15 qtrssince 2019-Q1 | Increased 48 |
SANMINA CORP | 3.7M | $170.8M | 1.1% | $29.34 | +58.35% | 15 qtrssince 2019-Q1 | Increased 49 |
CONMED CORP | 2.1M | $165.7M | 1.1% | $85.06 | -8.62% | 9 qtrssince 2020-Q3 | Increased 58 |
CBRE GROUP INC - A | 2.4M | $164.5M | 1.1% | $55.32 | +22.03% | 15 qtrssince 2019-Q1 | Increased 51 |
CRACKER BARREL OLD CTRY STOR | 1.8M | $162.7M | 1.1% | $97.29 | -15.79% | 10 qtrssince 2020-Q2 | Increased 54 |
CATALENT INC | 2.2M | $162M | 1.1% | — | — | 15 qtrssince 2019-Q1 | Increased 49 |
BOX INC - CLASS A | 6.6M | $161.8M | 1.1% | $25.43 | -4.11% | 5 qtrssince 2021-Q3 | Increased 49 |
EARNEST PARTNERS LLC manages $14.9B across 1177 positions as of Q3 2022. Top holdings: RJF (2.1%), RGA (2.0%), HLI (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 9 new positions, 21 exits, 174 increased. Top move: CNMD (INCREASED, conviction 58). Portfolio: $14.9B across 1177 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