Position in BDC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$141,045,456
+$20,436,407 QoQ
Shares Held
1,176,261
+12.0% QoQ
Ownership
3.01%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#8
of 371 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BDC Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $1,392,997,434 across 6 Communication Equipment names. BDC ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
|
541,679 | $464,793,082 | |
| 2 | ZBRA |
Zebra Technologies Corp
|
1,208,889 | $318,252,118 | |
| 3 | VSAT |
Viasat Inc
|
2,998,539 | $269,298,787 | |
| 4 | BDC |
Belden Inc.
This page
|
1,176,261 | $141,045,456 | |
| 5 | VIAV |
Viavi Solutions Inc.
|
2,746,116 | $131,127,039 | |
| 6 | VISN |
Vistance Networks, Inc.
|
5,358,447 | $68,480,952 |
All Filings in BDC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,045,456 | 1,176,261 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $120,609,049 | 1,050,327 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $116,563,752 | 1,000,118 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $120,550,229 | 1,002,330 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $114,222,688 | 986,379 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $98,954,870 | 987,081 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $111,020,397 | 985,884 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $115,547,925 | 986,493 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $74,684,029 | 796,205 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $63,963,596 | 690,677 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $36,231,949 | 469,022 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $94,456,506 | 978,317 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $93,919,308 | 981,906 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $85,050,652 | 980,185 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $39,090,951 | 543,685 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||