SG Capital Management LLC

Position in COHU — Cohu Inc

CIK 1510099 CHICAGO, IL

Position in COHU

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$10,418,131

+$1,511,478 QoQ

Shares Held

140,957

-51.5% QoQ

Ownership

0.298%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#63

of 349 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SG Capital Management LLC holds $46,869,333 across 4 Semiconductor Equipment & Materials names. COHU ranks #3 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ONTO	Onto Innovation Inc.	38,643	$14,624,443
2	ICHR	Ichor Holdings, Ltd.	109,782	$12,326,322
3	COHU	Cohu Inc This page	140,957	$10,418,131
4	KLIC	Kulicke & Soffa Industries Inc	71,026	$9,500,437

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,418,131	140,957	-51.5%	Shares	Sole	2026-08-07
2026-03-31	$8,906,653	290,877	-79.6%	Shares	Sole	2026-05-08
2025-12-31	$33,174,200	1,425,621	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.