REINHART PARTNERS, LLC. BKR — BAKER HUGHES COMPANY CL A

Ownership history in REINHART PARTNERS, LLC.  ·  27 quarters on record

AI Ownership Summary

REINHART PARTNERS, LLC. reported BAKER HUGHES COMPANY CL A (BKR) in 27 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.48% in 2024 Q1. The latest visible filing shows BKR at 0.09% 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 BKR 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 BAKER HUGHES COMPANY CL A, 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 Q2

BKR was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% 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
2024 Q1 to 2026 Q2

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.

BKR stock page REINHART PARTNERS, LLC. fund profile REINHART PARTNERS, LLC. full holdings
How REINHART PARTNERS, LLC. held BKR — position size vs. price
% of Fund (quarterly)    BKR 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 Q2 REDUCED — — — 69,760 -4,665 -6.3% 0.09% $3.9M 2026-07-08 $57.58
2026 Q1 REDUCED 7.0% -7.5% ✅ 74,425 -5,611 -7.0% 0.13% $4.5M 2026-04-13 $62.35
2025 Q4 REDUCED 26.7% +34.6% ❌ 80,036 -29,159 -26.7% 0.11% $3.6M 2026-02-10 $58.73
2025 Q3 REDUCED 48.8% -6.4% ✅ 109,195 -104,191 -48.8% 0.17% $5.3M 2025-10-28 $47.30
2025 Q2 REDUCED 7.9% +32.5% ❌ 213,386 -18,421 -7.9% 0.28% $8.2M 2025-07-09 $38.66
2025 Q1 REDUCED 7.1% -12.2% ✅ 231,807 -17,754 -7.1% 0.37% $10.2M 2025-04-11 $37.05
2024 Q4 REDUCED 17.2% +7.7% ❌ 249,561 -51,809 -17.2% 0.39% $10.2M 2025-01-13 $43.58
2024 Q3 REDUCED 7.4% +13.9% ❌ 301,370 -24,251 -7.4% 0.41% $10.9M 2024-10-09 $36.34
2024 Q2 REDUCED 7.4% +3.4% ❌ 325,621 -26,122 -7.4% 0.48% $11.5M 2024-07-18 $34.49
2024 Q1 REDUCED — — — 351,743 -6,009 -1.7% 0.48% $11.8M 2024-04-03 $32.34
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BKR

As of 2026 Q2 — sorted by position size

Palouse Capital Management, Inc. 3Y 7Y 2.84% SWP Investment Management LLC 2.6% Connective Portfolio Management, LLC 3Y 1.39% Cardano Risk Management B.V. 3Y 7Y 1.34% Oliver Luxxe Assets LLC 3Y 7Y 1.28% GoalVest Advisory LLC 3Y 0.42% Gradient Investments LLC 3Y 7Y 0.26% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.23% RDA Financial Network 3Y 7Y 0.1% Legacy Wealth Management, LLC / MS 0.09%

FAQ About REINHART PARTNERS, LLC. and BKR

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 BKR?

REINHART PARTNERS, LLC. reported BKR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for BKR was 0.48% in 2024 Q1.

What is the latest reported BKR position on this page?

The most recent filing on this page is 2026 Q2, when REINHART PARTNERS, LLC. reported 69,760 shares, equal to 0.09% of portfolio, with an estimated market value of $3.9M.

What does the chart on this BKR ownership page compare?

The chart compares REINHART PARTNERS, LLC.'s quarterly BKR 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 BKR position?

Based on 13F filing dates vs. subsequent BKR price moves, REINHART PARTNERS, LLC. correctly timed 8 out of 23 reported position changes (35%). The annualised alpha on BKR relative to SPY over the holding period was +65.2%.

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