Position in Q
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$221,472,856
+$49,298,090 QoQ
Shares Held
1,356,150
-9.1% QoQ
Ownership
0.648%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#26
of 1,321 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026BARROW HANLEY MEWHINNEY & STRAUSS LLC holds $980,922,681 across 11 Semiconductor Equipment & Materials names. Q ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENTG |
Entegris Inc
|
2,702,665 | $486,101,326 | |
| 2 | Q |
Qnity Electronics, Inc.
This page
|
1,356,150 | $221,472,856 | |
| 3 | ICHR |
Ichor Holdings, Ltd.
|
1,185,806 | $133,142,297 | |
| 4 | ACLS |
Axcelis Technologies Inc
|
392,240 | $74,309,867 | |
| 5 | VECO |
Veeco Instruments Inc
|
868,548 | $65,835,938 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
138 | $19,677 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
140 | $18,726 | |
| 8 | COHU |
Cohu Inc
|
133 | $9,830 |
All Filings in Q
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,472,856 | 1,356,150 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $172,174,766 | 1,492,241 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $93,967,474 | 1,150,857 | Shares | Defined | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||