EARNEST PARTNERS LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings1,198 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HOULIHAN LOKEY INC | 3.6M | $370M | 2.1% | $48.34 | +98.57% | 12 qtrssince 2019-Q1 | Decreased 0 |
RAYMOND JAMES FINANCIAL INC | 3.2M | $322.9M | 1.9% | $62.50 | +51.97% | 12 qtrssince 2019-Q1 | Decreased 0 |
FORMFACTOR INC | 7M | $319.5M | 1.8% | $23.45 | +94.36% | 12 qtrssince 2019-Q1 | Decreased 0 |
CMC MATERIALS INC | 1.6M | $297.2M | 1.7% | — | — | 6 qtrssince 2020-Q3 | Decreased 0 |
DARLING INGREDIENTS INC | 4.1M | $281.1M | 1.6% | $23.84 | +184.69% | 12 qtrssince 2019-Q1 | Decreased 0 |
CASELLA WASTE SYSTEMS INC-A | 3.1M | $261.6M | 1.5% | $39.94 | +112.74% | 12 qtrssince 2019-Q1 | Decreased 0 |
GATX CORP | 2.5M | $260.9M | 1.5% | $66.98 | +43.36% | 12 qtrssince 2019-Q1 | Decreased 0 |
CATALENT INC | 2M | $253.5M | 1.5% | — | — | 12 qtrssince 2019-Q1 | Decreased 0 |
ALBANY INTL CORP | 2.7M | $242.2M | 1.4% | $65.65 | +27.01% | 12 qtrssince 2019-Q1 | Increased 49 |
FRANKLIN ELEC INC | 2.5M | $234.6M | 1.4% | $50.04 | +80.05% | 12 qtrssince 2019-Q1 | Decreased 0 |
RYDER SYSTEM INC | 2.8M | $231.4M | 1.3% | $38.79 | +90.09% | 12 qtrssince 2019-Q1 | Decreased 0 |
REINSURANCE GROUP OF AMERICA | 2.1M | $228.1M | 1.3% | $113.62 | -10.89% | 12 qtrssince 2019-Q1 | Increased 64 |
HEXCEL CORP | 4.4M | $226.7M | 1.3% | $60.46 | -17.73% | 12 qtrssince 2019-Q1 | Decreased 0 |
TELEDYNE TECHNOLOGIES INC | 518,674 | $226.6M | 1.3% | $275.19 | +58.20% | 12 qtrssince 2019-Q1 | Decreased 0 |
FIRSTCASH HOLDINGS INC | 3M | $225.5M | 1.3% | $70.43 | 0.00% | 1 qtr | New 70 |
CBRE GROUP INC - A | 2M | $218.6M | 1.3% | $51.92 | +108.98% | 12 qtrssince 2019-Q1 | Increased 49 |
SCOTTS MIRACLE-GRO CO | 1.3M | $215.9M | 1.2% | $69.41 | +95.12% | 12 qtrssince 2019-Q1 | Decreased 0 |
CONMED CORP | 1.5M | $215.4M | 1.2% | $85.01 | +62.54% | 6 qtrssince 2020-Q3 | Decreased 0 |
LITTELFUSE INC | 631,200 | $198.6M | 1.1% | $177.46 | +69.51% | 12 qtrssince 2019-Q1 | Decreased 0 |
MOLINA HEALTHCARE INC | 617,278 | $196.3M | 1.1% | $150.31 | +113.34% | 12 qtrssince 2019-Q1 | Decreased 0 |
EARNEST PARTNERS LLC manages $17.3B across 1198 positions as of Q4 2021. Top holdings: HLI (2.1%), RJF (1.9%), FORM (1.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 42 new positions, 37 exits, 108 increased. Top move: FCFS (NEW, conviction 70). Portfolio: $17.3B across 1198 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