Cramer Rosenthal McGlynn’s Tower Semiconductor TSEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.39M Sell
5,321
-118,028
-96% -$28.3M 0.07% 93
2026
Q1
$21.6M Sell
123,349
-199,257
-62% -$26.8M 1.59% 24
2025
Q4
$37.9M Buy
322,606
+318,345
+7,471% +$30.7M 2.44% 7
2025
Q3
$308K Buy
+4,261
New +$233K 0.02% 94

Other funds holding TSEM

Cramer Rosenthal McGlynn's TSEM Position: Q2 2026 in Review

Cramer Rosenthal McGlynn reduced its Tower Semiconductor (TSEM) stake by 96% in Q2 2026, selling an estimated $28.3M and leaving 5,321 shares worth $1.39M. The position accounts for 0.07% of the portfolio, ranked #93.

Cramer Rosenthal McGlynn first reported a position in TSEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $37.9M in Q4 2025. 452 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

  • Cramer Rosenthal McGlynn held 5,321 shares of Tower Semiconductor worth $1.39M as of Q2 2026.
  • Cramer Rosenthal McGlynn sold 118,028 Tower Semiconductor shares in Q2 2026, an estimated $28.3M.
  • Tower Semiconductor made up 0.07% of Cramer Rosenthal McGlynn's portfolio in Q2 2026, its #93 holding.
  • Cramer Rosenthal McGlynn first reported a position in Tower Semiconductor in Q3 2025 and has held it in 4 quarters since.
  • Cramer Rosenthal McGlynn's Tower Semiconductor position peaked at $37.9M in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

Based on Cramer Rosenthal McGlynn's 13F filing for Q2 2026, filed 13 Aug 2026.