Hosking Partners’s Lam Research LRCX Stock Holding History

Hosking Partners’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.6M	Sell	160,298 -1,318	-0.8%	-$128K	0.62%	53
2025 Q1	$11.7M	Sell	161,616 -1,520	-0.9%	-$111K	0.5%	59
2024 Q4	$11.8M	Sell	163,136 -25,914	-14%	-$1.87M	0.46%	63
2024 Q3	$15.4M	Sell	189,050 -36,080	-16%	-$2.94M	0.59%	53
2024 Q2	$24M	Buy	225,130 +14,070	+7%	+$1.5M	0.89%	40
2024 Q1	$20.5M	Sell	211,060 -660	-0.3%	-$64.1K	0.76%	46
2023 Q4	$16.6M	Sell	211,720 -15,350	-7%	-$1.2M	0.7%	48
2023 Q3	$14.2M	Buy	227,070 +38,040	+20%	+$2.38M	0.63%	53
2023 Q2	$12.2M	Buy	189,030 +16,830	+10%	+$1.08M	0.51%	62
2023 Q1	$9.13M	Sell	172,200 -34,620	-17%	-$1.84M	0.42%	65
2022 Q4	$8.69M	Buy	206,820 +100,990	+95%	+$4.24M	0.35%	75
2022 Q3	$3.87M	Sell	105,830 -6,720	-6%	-$246K	0.17%	107
2022 Q2	$4.8M	Sell	112,550 -21,670	-16%	-$923K	0.19%	99
2022 Q1	$7.22M	Sell	134,220 -2,850	-2%	-$153K	0.19%	103
2021 Q4	$9.86M	Sell	137,070 -2,590	-2%	-$186K	0.24%	89
2021 Q3	$7.95M	Sell	139,660 -15,300	-10%	-$871K	0.2%	101
2021 Q2	$10.1M	Sell	154,960 -1,820	-1%	-$118K	0.22%	98
2021 Q1	$9.33M	Sell	156,780 -5,990	-4%	-$357K	0.22%	100
2020 Q4	$7.69M	Sell	162,770 -5,110	-3%	-$241K	0.2%	99
2020 Q3	$5.57M	Sell	167,880 -5,650	-3%	-$187K	0.17%	105
2020 Q2	$5.61M	Sell	173,530 -12,440	-7%	-$402K	0.17%	107
2020 Q1	$4.46M	Sell	185,970 -5,460	-3%	-$131K	0.16%	105
2019 Q4	$5.6M	Sell	191,430 -7,470	-4%	-$218K	0.14%	122
2019 Q3	$4.6M	Sell	198,900 -9,730	-5%	-$225K	0.12%	132
2019 Q2	$3.92M	Sell	208,630 -2,180	-1%	-$41K	0.1%	143
2019 Q1	$3.77M	Sell	210,810 -1,160	-0.5%	-$20.8K	0.1%	145
2018 Q4	$2.89M	Buy	211,970 +21,420	+11%	+$292K	0.08%	144
2018 Q3	$2.89M	Sell	190,550 -5,570	-3%	-$84.5K	0.06%	154
2018 Q2	$3.39M	Buy	+196,120	New	+$3.39M	0.07%	148