Position in COHU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$39,062,839
+$19,278,247 QoQ
Shares Held
528,519
-18.2% QoQ
Ownership
1.12%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#31
of 349 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Leeward Investments, LLC - MA holds $39,062,839 across 1 Semiconductor Equipment & Materials name. COHU ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHU |
Cohu Inc
This page
|
528,519 | $39,062,839 |
All Filings in COHU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,062,839 | 528,519 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $19,784,592 | 646,133 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $14,459,466 | 621,378 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,680,695 | 623,743 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,715,431 | 452,985 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,274,271 | 426,531 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,075,847 | 265,013 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||