Meros Investment Management, LP

Position in PLAB — Photronics Inc

CIK 1911372 DALLAS, TX

Position in PLAB

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

Position Value

$7,728,054

+$6,209,972 QoQ

Shares Held

237,567

+532.4% QoQ

Ownership

0.403%

of shares outstanding

% of Portfolio

2.45%

of 13F equity value

Holder Rank

#39

of 312 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Technology · as of Jun 30, 2026

Meros Investment Management, LP holds $21,821,656 across 2 Semiconductor Equipment & Materials names. PLAB ranks #2 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	COHU	Cohu Inc	190,686	$14,093,602
2	PLAB	Photronics Inc This page	237,567	$7,728,054

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,728,054	237,567	+532.4%	Shares	Sole	2026-08-14
2026-03-31	$1,518,082	37,567	-65.2%	Shares	Sole	2026-05-14
2025-12-31	$3,456,128	108,004	-78.6%	Shares	Sole	2026-02-17
2025-09-30	$11,585,343	504,808	-9.6%	Shares	Sole	2025-11-14
2025-06-30	$10,512,431	558,281	+15.0%	Shares	Sole	2025-08-14
2025-03-31	$10,079,312	485,516	+7.2%	Shares	Sole	2025-05-13
2024-12-31	$10,671,996	452,971	-4.9%	Shares	Sole	2025-02-14
2024-09-30	$11,795,540	476,395	+5.6%	Shares	Sole	2024-11-18
2024-06-30	$11,124,295	450,924	+1.6%	Shares	Sole	2024-08-15
2024-03-31	$12,564,847	443,674	-3.4%	Shares	Sole	2024-05-15
2023-12-31	$14,411,691	459,410	-11.7%	Shares	Sole	2024-02-15
2023-09-30	$10,516,273	520,350	-3.4%	Shares	Sole	2023-11-14
2023-06-30	$13,892,144	538,664	+2.9%	Shares	Sole	2023-08-11
2023-03-31	$8,682,000	523,643	+3.6%	Shares	Sole	2023-05-16
2022-12-31	$8,505,680	505,388	+52.9%	Shares	Sole	2023-02-14
2022-09-30	$4,831,602	330,479	-9.5%	Shares	Sole	2022-11-14
2022-06-30	$7,109,966	364,988	-22.2%	Shares	Sole	2022-08-12
2022-03-31	$7,958,149	468,954	-3.8%	Shares	Sole	2022-05-13
2021-12-31	$9,192,277	487,654	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.