CRAMER ROSENTHAL MCGLYNN LLC

Position in Q — Qnity Electronics, Inc.

CIK 820743 STAMFORD, CT

Position in Q

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$22,285,282

+$2,816,869 QoQ

Shares Held

136,460

-19.1% QoQ

Ownership

0.065%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#137

of 1,318 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CRAMER ROSENTHAL MCGLYNN LLC holds $70,005,294 across 4 Semiconductor Equipment & Materials names. Q ranks #2 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VECO	Veeco Instruments Inc	457,953	$34,712,837
2	Q	Qnity Electronics, Inc. This page	136,460	$22,285,282
3	COHU	Cohu Inc	92,360	$6,826,327
4	UCTT	Ultra Clean Holdings, Inc.	43,347	$6,180,848

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,285,282	136,460	-19.1%	Shares	Sole	2026-08-13
2026-03-31	$19,468,413	168,733	+83.9%	Shares	Sole	2026-05-15
2025-12-31	$7,491,550	91,752	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.