Davis Capital Management’s Cohu COHU Stock Holding History

Davis Capital Management’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
2026 Q2	$222	Buy	+3	New	+$150	﹤0.01%	810

Other funds holding COHU

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Davis Capital Management's COHU Position: Q2 2026 in Review

Davis Capital Management opened a new position in Cohu (COHU) in Q2 2026: 3 shares worth $222. The stake represents ﹤0.01% of the portfolio and ranks #810 among its holdings.

54 funds tracked by Wall St. Rank hold COHU as of Q2 2026.

Davis Capital Management held 3 shares of Cohu worth $222 as of Q2 2026.
Cohu was a new Davis Capital Management position in Q2 2026.
Cohu made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #810 holding.
54 funds tracked by Wall St. Rank held Cohu as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.