Hawk Ridge Capital Management’s Silicon Motion SIMO Stock Holding History

Hawk Ridge Capital Management’s Portfolio SIMO Stock Details SIMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$132M	Buy	1,173,315 +385,568	+49%	+$46.8M	4.79%	5
2025 Q4	$73M	Buy	787,747 +415,000	+111%	+$38.1M	3.37%	14
2025 Q3	$35.3M	Buy	372,747 +155,817	+72%	+$12.4M	1.68%	23
2025 Q2	$16.3M	Buy	+216,930	New	+$12.3M	0.68%	35
2025 Q1	–	Sell	-269,635	Closed	-$14.6M	–	51
2024 Q4	$14.6M	Sell	269,635 -199,067	-42%	-$11.1M	0.69%	32
2024 Q3	$28.5M	Sell	468,702 -341,336	-42%	-$22.5M	1.23%	29
2024 Q2	$65.6M	Sell	810,038 -483,290	-37%	-$37.8M	2.82%	17
2024 Q1	$99.5M	Buy	1,293,328 +348,769	+37%	+$23.8M	4.49%	5
2023 Q4	$57.9M	Hold	944,559	–	–	3.31%	13
2023 Q3	$48.4M	Buy	944,559 +365,461	+63%	+$20.8M	2.38%	21
2023 Q2	$41.6M	Sell	579,098 -86,100	-13%	-$5.5M	2.21%	23
2023 Q1	$43.6M	Buy	+665,198	New	+$43.7M	2.47%	22

Other funds holding SIMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

ACM

Analog Century Management New York $2.09B AUM 186.85% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Hawk Ridge Capital Management's SIMO Position: Q1 2026 in Review

Hawk Ridge Capital Management increased its Silicon Motion (SIMO) stake by 49% in Q1 2026, buying an estimated $46.8M and bringing the position to 1,173,315 shares worth $132M. The position accounts for 4.79% of the portfolio, ranked #5.

Hawk Ridge Capital Management first reported a position in SIMO in Q1 2023 and has held it in 12 quarters since. 273 funds tracked by Wall St. Rank hold SIMO as of Q1 2026.

Hawk Ridge Capital Management held 1,173,315 shares of Silicon Motion worth $132M as of Q1 2026.
Hawk Ridge Capital Management bought 385,568 Silicon Motion shares in Q1 2026, an estimated $46.8M.
Silicon Motion made up 4.79% of Hawk Ridge Capital Management's portfolio in Q1 2026, its #5 holding.
Hawk Ridge Capital Management first reported a position in Silicon Motion in Q1 2023 and has held it in 12 quarters since.
273 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2026.

Based on Hawk Ridge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.