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Cramer Rosenthal McGlynn’s Tower Semiconductor TSEM Stock Holding History

Cramer Rosenthal McGlynn’s Portfolio TSEM Stock Details TSEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Cramer Rosenthal McGlynn's TSEM Position: Q1 2026 in Review

Cramer Rosenthal McGlynn reduced its Tower Semiconductor (TSEM) stake by 62% in Q1 2026, selling an estimated $26.8M and leaving 123,349 shares worth $21.6M. The position accounts for 1.59% of the portfolio, ranked #24.

Cramer Rosenthal McGlynn first reported a position in TSEM in Q3 2025 and has held it in 3 quarters since. The position peaked at $37.9M in Q4 2025. 377 funds tracked by Wall St. Rank hold TSEM as of Q1 2026.

  • Cramer Rosenthal McGlynn held 123,349 shares of Tower Semiconductor worth $21.6M as of Q1 2026.
  • Cramer Rosenthal McGlynn sold 199,257 Tower Semiconductor shares in Q1 2026, an estimated $26.8M.
  • Tower Semiconductor made up 1.59% of Cramer Rosenthal McGlynn's portfolio in Q1 2026, its #24 holding.
  • Cramer Rosenthal McGlynn first reported a position in Tower Semiconductor in Q3 2025 and has held it in 3 quarters since.
  • Cramer Rosenthal McGlynn's Tower Semiconductor position peaked at $37.9M in Q4 2025.
  • 377 funds tracked by Wall St. Rank held Tower Semiconductor as of Q1 2026.

Based on Cramer Rosenthal McGlynn's 13F filing for Q1 2026, filed 15 May 2026.