Watershed Asset Management, L.L.C.
Position in AMAT — Applied Materials Inc /De
CIK 1315926
San Francisco, CA
Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,711,250
-$193,965 QoQ
Shares Held
3,750
-55.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#1,522
of 3,488 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Watershed Asset Management, L.L.C. holds $8,191,147 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (33.1% of the industry book) .
All Filings in AMAT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,711,250 | 3,750 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,905,215 | 8,500 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $427,117 | 1,662 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||