2C
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272 Capital’s Cohu COHU Stock Holding History

272 Capital’s Portfolio COHU Stock Details COHU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-51,302
Closed -$755K – 16
2025
Q1 		$755K Sell
51,302
-42,391
-45% -$882K 1.99% 13
2024
Q4 		$2.5M Sell
93,693
-63,457
-40% -$1.66M 2.36% 17
2024
Q3 		$4.04M Buy
157,150
+98,496
+168% +$2.76M 2.31% 16
2024
Q2 		$1.94M Buy
58,654
+34,000
+138% +$1.06M 0.97% 38
2024
Q1 		$822K Buy
+24,654
New +$802K 0.33% 50

Other funds holding COHU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

272 Capital's COHU Position: Q2 2025 in Review

272 Capital sold out of Cohu (COHU) in Q2 2025, closing a stake of 51,302 shares — an estimated $755K sold.

272 Capital first reported a position in COHU in Q1 2024 and held it in 5 quarters. The position peaked at $4.04M in Q3 2024. 209 funds tracked by Wall St. Rank hold COHU as of Q2 2025.

  • 272 Capital reported no remaining Cohu position as of Q2 2025 after selling out during the quarter.
  • 272 Capital sold 51,302 Cohu shares in Q2 2025, an estimated $755K.
  • 272 Capital first reported a position in Cohu in Q1 2024 and held it in 5 quarters.
  • 272 Capital's Cohu position peaked at $4.04M in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Cohu as of Q2 2025.

Based on 272 Capital's 13F filing for Q2 2025, filed 14 Aug 2025.