Watershed Asset Management, L.L.C.

Position in PLAB — Photronics Inc

CIK 1315926 San Francisco, CA

Position in PLAB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$563,419

+$237,109 QoQ

Shares Held

17,320

+66.5% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#153

of 312 holders

Holding Since

Dec 2021

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Watershed Asset Management, L.L.C. holds $8,191,147 across 5 Semiconductor Equipment & Materials names. PLAB ranks #5 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	3,750	$2,711,250
2	KLAC	Kla Corp	7,400	$2,232,654
3	TER	Teradyne, Inc	4,350	$2,104,704
4	AMKR	Amkor Technology, Inc.	6,716	$579,120
5	PLAB	Photronics Inc This page	17,320	$563,419

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$563,419	17,320	+66.5%	Shares	Sole	2026-08-14
2023-12-31	$326,310	10,402	-18.4%	Shares	Sole	2024-02-02
2023-09-30	$257,677	12,750	-11.3%	Shares	Sole	2023-10-30
2022-12-31	$241,931	14,375	-2.8%	Shares	Sole	2023-02-03
2022-09-30	$216,273	14,793	+26.3%	Shares	Sole	2022-11-14
2022-06-30	$228,188	11,714	-20.9%	Shares	Sole	2022-08-05
2022-03-31	$251,223	14,804	-5.1%	Shares	Sole	2022-05-13
2021-12-31	$294,097	15,602	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.