CRAMER ROSENTHAL MCGLYNN LLC

Position in COHU — Cohu Inc

CIK 820743 STAMFORD, CT

Position in COHU

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,826,327

+$1,059,295 QoQ

Shares Held

92,360

-51.0% QoQ

Ownership

0.195%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#83

of 349 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Technology · as of Jun 30, 2026

CRAMER ROSENTHAL MCGLYNN LLC holds $70,005,294 across 4 Semiconductor Equipment & Materials names. COHU ranks #3 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VECO	Veeco Instruments Inc	457,953	$34,712,837
2	Q	Qnity Electronics, Inc.	136,460	$22,285,282
3	COHU	Cohu Inc This page	92,360	$6,826,327
4	UCTT	Ultra Clean Holdings, Inc.	43,347	$6,180,848

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,826,327	92,360	-51.0%	Shares	Sole	2026-08-13
2026-03-31	$5,767,032	188,342	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.