What smart money is saying about Cintas Corporation
5 funds in our archive have pitched Cintas Corporation, most recently Jensen Quality Mid Cap Composite in June 2026.
Cintas Corporation specializes in supplying professional uniforms and a range of essential business services primarily across the United States, Canada, and Latin America. The company's operations are divided into three main divisions: Uniform Rental and Facility Services, First Aid and Safety Services, and an 'All Other' segment. Within its Uniform Rental and Facility Services division, Cintas offers rental and maintenance for various workwear, including flame-resistant apparel, alongside floor mats, mops, and industrial towels. This segment also manages restroom sanitation solutions, providing both cleaning services and supplies, and directly sells new uniforms. Additionally, its First Aid and Safety Services segment delivers comprehensive first aid programs, safety solutions, and fire suppression products and services. Cintas reaches its diverse clientele, ranging from small service and manufacturing businesses to large corporate entities, through an extensive distribution network, dedicated local delivery routes, and direct representatives. Established in 1968, Cintas Corporation maintains its headquarters in Cincinnati, Ohio.
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Fund signal · last 12 months
10 lettersToo few moves on Cintas Corporation yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q1 2025 and Q3 2026, 13 fund letters reported a position in Cintas Corporation, with 4 buys (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 5 | 1 | 0 | 0 |
| Q2 2026 | 3 | 1 | 0 | 3 |
| Q1 2026 | 1 | 1 | 0 | 1 |
| Q4 2025 | 1 | 1 | 0 | 1 |
| Q3 2025 | 1 | 0 | 0 | 0 |
| Q1 2025 | 2 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 13 positions · 5 moves
- September 2026
“We also added to TJX Companies (TJX), Cintas Corporation (CTAS), and IDEXX Laboratories (IDXX), building up positions we initiated during the second quarter.”
Cintas Corporation - September 2026
“Within industrials, Cintas (CTAS) gained +15.0% and Ametek (AME) rose +2.5%.”
Cintas Corporation - September 2026
“Stock selection within the sector was positive, led by Cintas Corp (CTAS), while weakness in Generac Holdings Inc (GNRC) and Axon Enterprise Inc (AXON) partially offset that benefit.”
Cintas Corporation - September 2026
Listed in Bristolgate US Equity Strategy’s reported holdings.
Cintas Corporation - September 2026
“All three businesses incentivise managers to grow, but they also share a common mindset regarding ‘how’ they grow. They look to grow by solving more problems, helping customers save money, and ultimately providing more value. Other businesses in our portfolio, such as Cintas and Compass, also share these traits.”
Cintas Corporation - June 2026
“We’ve separated our portfolio into three groups: 1. Direct beneficiaries of the large investments being made into AI infrastructure – Amphenol, Halma and Microsoft.”
Cintas Corporation - June 2026
“ Industrials remains the Strategy’s largest sector overweight, driven by positions in Uber Technologies Inc (UBER), Cintas Corp (CTAS), Trane Technologies PLC (TT), and HEICO Corp Class A (HEI.A).”
Cintas Corporation - New positionJensen Quality Mid Cap CompositeJune 2026
“During the quarter, the Quality Mid-Cap Investment Team initiated a position in Cintas Corporation (CTAS) and liquidated Best Buy Co., Inc. (BBY).”
Cintas Corporation - New positionBrown Advisory Large‑Cap Sustainable GrowthMarch 2026
“Outside of Information Technology, we added one new name and sold one other during the first quarter. Cintas Corp (CTAS) is a business services company that provides uniforms, facility services and safety products to North American companies though a steady, subscription-like revenue model.”
Cintas Corporation - New positionDavenportDecember 2025
“Fund Activity During the quarter, we initiated new positions in two companies – Cintas Corp (CTAS) and Marvell Technology Inc. (MRVL).”
Cintas Corporation - September 2025
“Cintas Corp. supplies corporate identity uniforms and facilities services.”
Cintas Corporation - March 2025
“Two newer positions also held up well: uniform and workplace products provider, Cintas, and off-price apparel retailer, TJX.”
Cintas Corporation - March 2025
“Sold Cintas Corp. CTAS Industrials We exited Cintas in favor of other stocks that we believe have greater upside potential.”
Cintas Corporation
Also mentioned · 3
These funds discuss Cintas Corporation as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedThird Avenue Small-Cap Value FundMarch 2026
“After an extremely long and contentious courting period, long- time Fund holding Unifirst finally agreed to be acquired by much larger competitor, Cintas.”
Cintas Corporation - MentionedBoyar Value GroupMarch 2026
“We see signs of a similar dynamic today in certain parts of the market. Some of the most respected businesses in America continue to trade at valuations that leave little room for error. Costco, Walmart, and Cintas are all outstanding businesses, but history has shown that even outstanding businesses can become mediocre investments when bought at overly optimistic valuations.”
Cintas Corporation - December 2025
“Regarding Unifirst’s competitive positioning, the company often competes directly against Cintas Corporation (“Cintas”), a company with revenue four times that of Unifirst and a valuation ten times larger than Unifirst.”
Cintas Corporation
Fund coverage · 5 theses
- Jensen Quality Mid Cap CompositeJune 2026
Cintas Corporation is a uniform rental and laundering company owned for its strong market position, diversified customer base, scale, switching costs, and attractive valuation.
Read the full thesis - Aoris International FundJune 2026
Cintas is a broad uniform and facility-services leader with technology-enabled efficiency gains and a large remaining market to penetrate.
Read the full thesis Cintas Corporation benefits from scale, strong retention, high returns on capital, and an attractive long-term compounding profile.
Read the full thesisCintas provides uniform and facility services through a subscription-like model, with scale, route density, margin expansion, and acquisition synergies supporting its long runway.
Read the full thesis- DavenportDecember 2025
Cintas Corporation is the largest U.S. uniform and facility services provider with recurring revenues, consistent dividend growth, strong execution, and an attractive valuation.
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