EARNEST PARTNERS LLC — 13F Holdings & Portfolio
CIK 1102578 · latest 13F-HR filed 2026-05-15
EARNEST PARTNERS LLC manages $24.25B in 13F-reported U.S. long-equity assets across 295 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MOG.A (2.24%), FORM (1.95%), RGA (1.91%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 12 new positions, exited 16, added to 93, and trimmed 125.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$24.25B
Long-equity book
295
Distinct positions
2026-03-31
Filed 2026-05-15
+12 / −16 / ↑93 / ↓125
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- FORMFACTOR INC$150.7M +46.8%
- CF INDUSTRIES HOLD$111.5M +64.7%
- DARLING INGREDIENTS INC$103.0M +65.8%
- ADVANCED ENERGY INDS$100.9M +34.2%
- MOOG INC$79.8M +17.2%
Top Trims
- CBRE GROUP INC-$99.5M -20.1%
- HOULIHAN LOKEY INC-$79.0M -19.8%
- ICON PLC-$64.2M -39.6%
- BOX INC-$52.4M -23.3%
- RAYMOND JAMES FINL INC-$50.3M -13.5%
New Positions
- QIAGEN NV$154.9M
- DAKTRONICS INC$62.4M
- PINNACLE FINL PARTNERS INC$56.0M
- PATHWARD FINANCIAL INC$51.2M
- JACOBS SOLUTIONS INC$15.2M
Exited Positions
- QIAGEN NV$188.3M
- PINNACLE FINL PARTNERS INC$53.0M
- ISHARES INC$3.1M
- SEALED AIR CORP NEW$2.5M
- ING GROEP N.V.$961.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MOOG INC | MOG.A | 615394202 | $542.9M | 2.24% | 1,855,317 | SH |
| 2 | FORMFACTOR INC | FORM | 346375108 | $472.8M | 1.95% | 4,875,165 | SH |
| 3 | REINSURANCE GROUP AMER INC | RGA | 759351604 | $462.8M | 1.91% | 2,266,661 | SH |
| 4 | WOODWARD INC | WWD | 980745103 | $462.2M | 1.91% | 1,291,248 | SH |
| 5 | GATX CORP | GATX | 361448103 | $446.5M | 1.84% | 2,615,231 | SH |
| 6 | FIRSTCASH HOLDINGS INC | FCFS | 33768G107 | $406.4M | 1.68% | 2,161,933 | SH |
| 7 | ADVANCED ENERGY INDS | AEIS | 007973100 | $395.8M | 1.63% | 1,226,487 | SH |
| 8 | CBRE GROUP INC | CBRE | 12504L109 | $395.8M | 1.63% | 2,921,553 | SH |
| 9 | HEXCEL CORP NEW | HXL | 428291108 | $380.8M | 1.57% | 4,704,744 | SH |
| 10 | ARCHROCK INC | AROC | 03957W106 | $339.9M | 1.40% | 9,766,279 | SH |
| 11 | SNAP ON INC | SNA | 833034101 | $335.0M | 1.38% | 922,391 | SH |
| 12 | RAYMOND JAMES FINL INC | RJF | 754730109 | $321.8M | 1.33% | 2,222,599 | SH |
| 13 | HOULIHAN LOKEY INC | HLI | 441593100 | $320.1M | 1.32% | 2,228,984 | SH |
| 14 | RYDER SYS INC | R | 783549108 | $311.0M | 1.28% | 1,519,439 | SH |
| 15 | HUNTINGTON INGALLS INDS INC | HII | 446413106 | $309.4M | 1.28% | 814,341 | SH |
| 16 | ALBEMARLE CORP | ALB | 012653101 | $287.4M | 1.19% | 1,601,032 | SH |
| 17 | CF INDUSTRIES HOLD | CF | 125269100 | $283.8M | 1.17% | 2,185,460 | SH |
| 18 | STIFEL FINL CORP | SF | 860630102 | $272.8M | 1.12% | 3,690,114 | SH |
| 19 | DARDEN RESTAURANTS INC | DRI | 237194105 | $272.0M | 1.12% | 1,387,401 | SH |
| 20 | DARLING INGREDIENTS INC | DAR | 237266101 | $259.5M | 1.07% | 4,196,079 | SH |
| 21 | AKAMAI TECHNOLOGIES INC | AKAM | 00971T101 | $238.9M | 0.99% | 2,080,306 | SH |
| 22 | CABOT CORP | CBT | 127055101 | $237.9M | 0.98% | 3,158,617 | SH |
| 23 | TELEDYNE TECHNOLOGIES INC | TDY | 879360105 | $235.6M | 0.97% | 389,335 | SH |
| 24 | REPUBLIC SVCS INC | RSG | 760759100 | $232.8M | 0.96% | 1,062,775 | SH |
| 25 | D R HORTON INC | DHI | 23331A109 | $229.6M | 0.95% | 1,673,199 | SH |
| 26 | ENTEGRIS INC | ENTG | 29362U104 | $221.7M | 0.91% | 1,890,648 | SH |
| 27 | SYNOPSYS INC | SNPS | 871607107 | $217.6M | 0.90% | 548,740 | SH |
| 28 | SCOTTS MIRACLE-GRO CO | SMG | 810186106 | $206.7M | 0.85% | 3,399,648 | SH |
| 29 | EMCOR GROUP INC | EME | 29084Q100 | $205.8M | 0.85% | 278,751 | SH |
| 30 | BORGWARNER INC | BWA | 099724106 | $205.0M | 0.85% | 3,778,669 | SH |
| 31 | MDU RES GROUP INC | MDU | 552690109 | $204.8M | 0.84% | 9,881,880 | SH |
| 32 | ARROW ELECTRS INC | ARW | 042735100 | $201.9M | 0.83% | 1,407,503 | SH |
| 33 | WEC ENERGY GROUP INC | WEC | 92939U106 | $200.7M | 0.83% | 1,733,312 | SH |
| 34 | FLOWSERVE CORP | FLS | 34354P105 | $200.5M | 0.83% | 2,727,471 | SH |
| 35 | WINTRUST FINL CORP | WTFC | 97650W108 | $194.6M | 0.80% | 1,400,634 | SH |
| 36 | GRUPO CIBEST SA | CIB | 40090E106 | $190.3M | 0.78% | 2,613,206 | SH |
| 37 | CIRRUS LOGIC INC | CRUS | 172755100 | $188.0M | 0.78% | 1,299,788 | SH |
| 38 | EASTMAN CHEM CO | EMN | 277432100 | $186.7M | 0.77% | 2,446,234 | SH |
| 39 | EQUINOR ASA | EQNR | 29446M102 | $180.2M | 0.74% | 4,269,743 | SH |
| 40 | EAST WEST BANCORP INC | EWBC | 27579R104 | $176.8M | 0.73% | 1,656,157 | SH |
| 41 | BOX INC | BOX | 10316T104 | $172.7M | 0.71% | 7,305,258 | SH |
| 42 | FLEXTRONICS INTL LTD | FLEX | Y2573F102 | $172.1M | 0.71% | 2,629,096 | SH |
| 43 | MIDDLEBY CORP | MIDD | 596278101 | $171.3M | 0.71% | 1,292,232 | SH |
| 44 | UNITED BANKSHARES INC WEST V | UBSI | 909907107 | $171.3M | 0.71% | 4,134,503 | SH |
| 45 | SOCIEDAD QUIMICA Y MINERA DE | SQM | 833635105 | $169.2M | 0.70% | 2,089,977 | SH |
| 46 | CHARLES RIV LABS INTL INC | CRL | 159864107 | $167.6M | 0.69% | 971,366 | SH |
| 47 | MONOLITHIC PWR SYS INC | MPWR | 609839105 | $165.9M | 0.68% | 151,771 | SH |
| 48 | ENERSYS | ENS | 29275Y102 | $164.3M | 0.68% | 945,565 | SH |
| 49 | BIO RAD LABS INC | BIO | 090572207 | $164.1M | 0.68% | 588,731 | SH |
| 50 | RENAISSANCERE HLDGS LTD | RNR | G7496G103 | $157.5M | 0.65% | 529,904 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $24.25B | 295 | 0001102578-26-000033 |
| 2025-12-31 | 2026-02-12 | $23.34B | 299 | 0001102578-26-000009 |
| 2025-09-30 | 2025-11-14 | $23.05B | 288 | 0001102578-25-000043 |