CRAMER ROSENTHAL MCGLYNN LLC FAF — FIRST AMERICAN FINANCIAL CORP Common Stocks

Ownership history in CRAMER ROSENTHAL MCGLYNN LLC  ·  12 quarters on record

AI Ownership Summary

CRAMER ROSENTHAL MCGLYNN LLC reported FIRST AMERICAN FINANCIAL CORP Common Stocks (FAF) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.57% in 2025 Q1. The latest visible filing shows FAF at 1.70% 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 FAF 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 FIRST AMERICAN FINANCIAL CORP Common Stocks, 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

FAF was reported at 1.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.57% in 2025 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.

FAF stock page CRAMER ROSENTHAL MCGLYNN LLC fund profile CRAMER ROSENTHAL MCGLYNN LLC full holdings
How CRAMER ROSENTHAL MCGLYNN LLC held FAF — position size vs. price
% of Fund (quarterly)    FAF 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 — — — 383,079 -50,100 -11.6% 1.70% $23.1M 2026-05-15 $67.11
2025 Q4 REDUCED 43.0% -1.1% ✅ 433,179 -326,442 -43.0% 1.72% $26.6M 2026-02-13 $66.67
2025 Q3 ADDED — — — 759,621 +6,217 +0.8% 3.04% $48.8M 2025-11-12 $62.78
2025 Q2 REDUCED — — — 753,404 -2,004 -0.3% 3.18% $46.3M 2025-08-11 $61.51
2025 Q1 REDUCED 10.9% -5.5% ✅ 755,408 -92,435 -10.9% 3.57% $49.6M 2025-05-14 $57.28
2024 Q4 ADDED — — — 847,843 +17,879 +2.2% 2.99% $52.9M 2025-02-13 $60.33
2024 Q3 ADDED — — — 829,964 +161,605 +24.2% 3.04% $54.8M 2024-11-14 $61.61
2024 Q2 ADDED — — — 668,359 +118,412 +21.5% 2.11% $36.1M 2024-08-13 $57.37
2024 Q1 ADDED — — — 549,947 +189,105 +52.4% 1.82% $33.6M 2024-05-14 $52.42
2023 Q4 ADDED — — — 360,842 +121,622 +50.8% 1.26% $23.3M 2024-02-13 $54.16
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FAF

As of 2026 Q1 — sorted by position size

PERRY CREEK CAPITAL LP 3Y 21.6% HG Vora Capital Management, LLC 3Y 7Y 21.33% REINHART PARTNERS, LLC. 3Y 7Y 2.64% Davis Asset Management, L.P. 3Y 2.62% ARIEL INVESTMENTS, LLC 3Y 7Y 2.59% LAKEWOOD CAPITAL MANAGEMENT, LP 3Y 7Y 2.45% PhiloSmith Capital Corp 3Y 2.3% Channing Capital Management, LLC 3Y 7Y 2.27% Resolute Capital Asset Partners LLC 3Y 1.9% Private Capital Management, LLC 3Y 7Y 1.59%

FAQ About CRAMER ROSENTHAL MCGLYNN LLC and FAF

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 FAF?

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

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

The largest reported portfolio weight for FAF was 3.57% in 2025 Q1.

What is the latest reported FAF position on this page?

The most recent filing on this page is 2026 Q1, when CRAMER ROSENTHAL MCGLYNN LLC reported 383,079 shares, equal to 1.70% of portfolio, with an estimated market value of $23.1M.

What does the chart on this FAF ownership page compare?

The chart compares CRAMER ROSENTHAL MCGLYNN LLC's quarterly FAF 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 FAF position?

Based on 13F filing dates vs. subsequent FAF price moves, CRAMER ROSENTHAL MCGLYNN LLC correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on FAF relative to SPY over the holding period was -8.8%.

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