Hodges Capital Management Inc.

Position in AMAT — Applied Materials Inc /De

CIK 1337263 DALLAS, TX

Position in AMAT

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$14,931,779

+$14,527,020 QoQ

Shares Held

43,687

+2673.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 53.652116190170986.ToString("F0")% Shared 0.ToString("F0")% None 46.34788380982901.ToString("F0")%

Technology · as of Mar 31, 2026

Hodges Capital Management Inc. holds $22,852,858 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (65.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	43,687	$14,931,779
2	IPGP	Ipg Photonics Corp	67,198	$7,700,218
3	KLAC	Kla Corp	150	$220,861

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,931,779	43,687	+2673.8%	Shares	Sole	2026-04-28
2025-12-31	$404,759	1,575	-1.6%	Shares	Sole	2026-02-11
2025-09-30	$327,584	1,600	0.0%	Shares	Sole	2025-11-07
2025-06-30	$292,912	1,600	-1.5%	Shares	Sole	2025-08-07
2025-03-31	$235,820	1,625	0.0%	Shares	Sole	2025-06-02
2024-12-31	$264,273	1,625	-8.5%	Shares	Sole	2025-01-24
2024-09-30	$358,638	1,775	0.0%	Shares	Sole	2024-11-15
2024-06-30	$418,882	1,775	-1.4%	Shares	Sole	2024-08-02
2024-03-31	$371,214	1,800	0.0%	Shares	Sole	2024-04-16
2023-12-31	$291,726	1,800	0.0%	Shares	Sole	2024-02-13
2023-09-30	$249,210	1,800	—	Shares	Sole	2023-11-14
2023-06-30	$0	0	-100.0%	Shares	Sole	2023-08-07
2023-03-31	$282,754	2,302	+0.1%	Shares	Sole	2023-05-15
2022-12-31	$223,974	2,300	-57.0%	Shares	Sole	2023-02-03
2022-09-30	$438,325	5,350	-35.2%	Shares	Sole	2022-10-21
2022-06-30	$750,585	8,250	0.0%	Shares	Sole	2022-07-28
2022-03-31	$1,087,350	8,250	-0.4%	Shares	Sole	2022-05-12
2021-12-31	$1,303,727	8,285	-16.6%	Shares	Sole	2022-02-07
2021-09-30	$1,278,932	9,935	+35.9%	Shares	Sole	2021-10-06
2021-06-30	$1,040,944	7,310	-7.2%	Shares	Sole	2021-07-06
2021-03-31	$1,052,100	7,875	-1.9%	Shares	Sole	2021-04-07
2020-12-31	$692,557	8,025	-9.8%	Shares	Sole	2021-02-01
2020-09-30	$528,926	8,897	-30.1%	Shares	Sole	2020-10-15
2020-06-30	$769,044	12,722	-31.6%	Shares	Sole	2020-07-22
2020-03-31	$852,114	18,597	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.