CRAMER ROSENTHAL MCGLYNN LLC WMS — Advanced Drainage Systems Inc

Ownership history in CRAMER ROSENTHAL MCGLYNN LLC  ·  18 quarters on record

AI Ownership Summary

CRAMER ROSENTHAL MCGLYNN LLC reported Advanced Drainage Systems Inc (WMS) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.92% in 2024 Q1. The latest visible filing shows WMS at 1.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CRAMER ROSENTHAL MCGLYNN LLC's position in Advanced Drainage Systems Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WMS was reported at 1.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.92% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WMS stock page CRAMER ROSENTHAL MCGLYNN LLC fund profile CRAMER ROSENTHAL MCGLYNN LLC full holdings
How CRAMER ROSENTHAL MCGLYNN LLC held WMS — position size vs. price
% of Fund (quarterly)    WMS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 119,850 -16,968 -12.4% 1.21% $16.4M 2026-05-15 $135.64
2025 Q4 REDUCED — — — 136,818 -1,034 -0.8% 1.28% $19.8M 2026-02-13 $170.80
2025 Q3 ADDED — — — 137,852 +10,850 +8.5% 1.19% $19.1M 2025-11-12 $150.51
2025 Q2 REDUCED 6.5% +20.3% ❌ 127,002 -8,783 -6.5% 1.00% $14.6M 2025-08-11 $131.19
2025 Q1 REDUCED — — — 135,785 -3,618 -2.6% 1.06% $14.8M 2025-05-14 $121.06
2024 Q4 REDUCED 11.4% -5.9% ✅ 139,403 -18,025 -11.4% 0.91% $16.1M 2025-02-13 $125.26
2024 Q3 REDUCED 9.6% -26.9% ✅ 157,428 -16,722 -9.6% 1.37% $24.7M 2024-11-14 $129.26
2024 Q2 REDUCED 15.3% -1.9% ✅ 174,150 -31,374 -15.3% 1.64% $27.9M 2024-08-13 $144.99
2024 Q1 REDUCED 12.6% -8.9% ✅ 205,524 -29,745 -12.6% 1.92% $35.4M 2024-05-14 $171.65
2023 Q4 REDUCED 8.1% +21.3% ❌ 235,269 -20,831 -8.1% 1.80% $33.1M 2024-02-13 $156.26
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WMS

As of 2026 Q1 — sorted by position size

Owls Nest Partners IA, LLC 3Y 12.68% Impactive Capital LP 3Y 8.52% ACK Asset Management LLC 3Y 7Y 6.68% Triodos Investment Management BV 3Y 7Y 5.57% Alpine Peaks Capital, LP 3Y 4.24% PRENTISS SMITH & CO INC 3Y 7Y 3.48% RIK SAYLOR FINANCIAL, INC. 2.39% EDENTREE ASSET MANAGEMENT Ltd 2.28% Impax Asset Management Group plc 3Y 7Y 1.84% Hill City Capital, LP 3Y 1.81%

FAQ About CRAMER ROSENTHAL MCGLYNN LLC and WMS

These are the practical questions this page is built to answer before you even open the full history table.

How long has CRAMER ROSENTHAL MCGLYNN LLC reported owning WMS?

CRAMER ROSENTHAL MCGLYNN LLC reported WMS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WMS position in CRAMER ROSENTHAL MCGLYNN LLC's portfolio?

The largest reported portfolio weight for WMS was 1.92% in 2024 Q1.

What is the latest reported WMS position on this page?

The most recent filing on this page is 2026 Q1, when CRAMER ROSENTHAL MCGLYNN LLC reported 119,850 shares, equal to 1.21% of portfolio, with an estimated market value of $16.4M.

What does the chart on this WMS ownership page compare?

The chart compares CRAMER ROSENTHAL MCGLYNN LLC's quarterly WMS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CRAMER ROSENTHAL MCGLYNN LLC time their WMS position?

Based on 13F filing dates vs. subsequent WMS price moves, CRAMER ROSENTHAL MCGLYNN LLC correctly timed 9 out of 17 reported position changes (53%). The annualised alpha on WMS relative to SPY over the holding period was +6.3%.

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