REINHART PARTNERS, LLC. COLD — AMERICOLD RLTY TR COM

Ownership history in REINHART PARTNERS, LLC.  ·  24 quarters on record

AI Ownership Summary

REINHART PARTNERS, LLC. reported AMERICOLD RLTY TR COM (COLD) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.12% in 2026 Q1. The latest visible filing shows COLD at 1.12% 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 COLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was REINHART PARTNERS, LLC.'s position in AMERICOLD RLTY TR COM, 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

COLD was reported at 1.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.12% in 2026 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.

COLD stock page REINHART PARTNERS, LLC. fund profile REINHART PARTNERS, LLC. full holdings
How REINHART PARTNERS, LLC. held COLD — position size vs. price
% of Fund (quarterly)    COLD 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 ADDED — — — 3,402,232 +3,128,105 +1141.1% 1.12% $39.0M 2026-04-13 $12.28
2025 Q4 REDUCED 29.0% -9.1% ✅ 274,127 -111,791 -29.0% 0.11% $3.5M 2026-02-10 $12.61
2025 Q3 REDUCED 5.8% +4.2% ❌ 385,918 -23,856 -5.8% 0.15% $4.7M 2025-10-28 $12.89
2025 Q2 REDUCED 7.5% -24.9% ✅ 409,774 -33,311 -7.5% 0.23% $6.8M 2025-07-09 $15.37
2025 Q1 REDUCED — — — 443,085 -11,560 -2.5% 0.35% $9.5M 2025-04-11 $17.93
2024 Q4 ADDED — — — 454,645 +16,544 +3.8% 0.37% $9.7M 2025-01-13 $19.39
2024 Q3 REDUCED 8.6% -25.0% ✅ 438,101 -41,311 -8.6% 0.47% $12.4M 2024-10-09 $24.48
2024 Q2 REDUCED 5.1% +11.5% ❌ 479,412 -25,501 -5.1% 0.51% $12.2M 2024-07-18 $25.79
2024 Q1 REDUCED — — — 504,913 -9,494 -1.8% 0.51% $12.6M 2024-04-03 $21.23
2023 Q4 REDUCED 17.4% -18.4% ✅ 514,407 -108,537 -17.4% 0.69% $15.6M 2024-01-16 $26.77
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding COLD

As of 2026 Q1 — sorted by position size

Pensionfund PDN 3Y 7Y 0.68% Pensionfund Sabic 3Y 7Y 0.65% Vert Asset Management LLC 3Y 0.49% DAVENPORT & Co LLC 3Y 7Y 0.29% Oak Thistle LLC 3Y 0.27% TBH Global Asset Management, LLC 3Y 0.21% A. D. Beadell Investment Counsel, Inc. 3Y 7Y 0.2% FIRST NATIONAL BANK SIOUX FALLS 3Y 7Y 0.17% Abundance Wealth Counselors 3Y 7Y 0.15% Values First Advisors, Inc. 3Y 0.13%

FAQ About REINHART PARTNERS, LLC. and COLD

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

How long has REINHART PARTNERS, LLC. reported owning COLD?

REINHART PARTNERS, LLC. reported COLD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported COLD position in REINHART PARTNERS, LLC.'s portfolio?

The largest reported portfolio weight for COLD was 1.12% in 2026 Q1.

What is the latest reported COLD position on this page?

The most recent filing on this page is 2026 Q1, when REINHART PARTNERS, LLC. reported 3,402,232 shares, equal to 1.12% of portfolio, with an estimated market value of $39.0M.

What does the chart on this COLD ownership page compare?

The chart compares REINHART PARTNERS, LLC.'s quarterly COLD 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 REINHART PARTNERS, LLC. time their COLD position?

Based on 13F filing dates vs. subsequent COLD price moves, REINHART PARTNERS, LLC. correctly timed 11 out of 19 reported position changes (58%). The annualised alpha on COLD relative to SPY over the holding period was -27.6%.

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