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Equibles

FULLER & THALER ASSET MANAGEMENT, INC.

Position in LITE — Lumentum Holdings Inc.

CIK 1082327 SAN MATEO, CA
Back to LITE Full portfolio

Position in LITE

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$464,793,082
+$51,795,788 QoQ
Shares Held
541,679
-7.8% QoQ
Ownership
0.604%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#30
of 1,312 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority Sole 95% Shared 0% None 5%

Common Shares in LITE Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Jun 30, 2026

FULLER & THALER ASSET MANAGEMENT, INC. holds $1,392,997,434 across 6 Communication Equipment names. LITE ranks #1 (33.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LITE
Lumentum Holdings Inc.
This page 		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.
 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 LITE

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $464,793,082 541,679
2026-03-31 $412,997,294 587,679
2025-12-31 $358,125,361 971,609
2025-09-30 $205,540,478 1,263,232
2025-06-30 $117,270,198 1,233,644
2025-03-31 $66,300,397 1,063,529
2024-12-31 $70,374,361 838,289
2024-09-30 $49,141,809 775,352
2023-03-31 $7,838,309 145,127
2022-12-31 $7,541,434 144,555
2022-09-30 $9,924,821 144,740
2022-06-30 $24,752,831 311,670
2022-03-31 $14,031,073 143,761
2021-12-31 $57,429,831 542,969