Cambria Investment Management, L.P.
Position in PLAB — Photronics Inc
CIK 1529389
Manhattan Beach, CA
Position in PLAB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,783,857
+$1,310,420 QoQ
Shares Held
331,505
+41.4% QoQ
Ownership
0.562%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#29
of 312 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLAB Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Cambria Investment Management, L.P. holds $24,716,050 across 6 Semiconductor Equipment & Materials names. PLAB ranks #1 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLAB |
Photronics Inc
This page
|
331,505 | $10,783,857 | |
| 2 | KLAC |
Kla Corp
|
20,230 | $6,103,593 | |
| 3 | AMAT |
Applied Materials Inc /De
|
5,172 | $3,739,356 | |
| 4 | LRCX |
Lam Research Corp
|
4,297 | $1,862,019 | |
| 5 | ASML |
Asml Holding NV
|
910 | $1,810,390 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
4,834 | $416,835 |
All Filings in PLAB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,783,857 | 331,505 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $9,473,437 | 234,433 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,714,528 | 241,079 | Shares | Other | 2026-02-17 | |
| 2024-06-30 | $461,995 | 18,727 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $666,454 | 23,533 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $768,345 | 24,493 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $443,003 | 21,920 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $664,247 | 25,756 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $526,978 | 31,784 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $959,175 | 56,992 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $512,752 | 35,072 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $373,626 | 19,180 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $204,590 | 12,056 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||