Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,093,602
+$5,643,769 QoQ
Shares Held
190,686
-30.9% QoQ
Ownership
0.403%
of shares outstanding
% of Portfolio
4.47%
of 13F equity value
Holder Rank
#57
of 349 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Meros Investment Management, LP holds $21,821,656 across 2 Semiconductor Equipment & Materials names. COHU ranks #1 (64.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHU |
Cohu Inc
This page
|
190,686 | $14,093,602 | |
| 2 | PLAB |
Photronics Inc
|
237,567 | $7,728,054 |
All Filings in COHU
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,093,602 | 190,686 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,449,833 | 275,958 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,278,162 | 355,744 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,688,326 | 328,988 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,540,082 | 235,971 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,020,786 | 205,356 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,809,551 | 180,133 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $257,000 | 10,000 | Shares | Sole | 2024-11-18 | |
| No filing history on record for this holder in this stock. | ||||||