Hunter Perkins Capital Management’s Tower Semiconductor TSEM Stock Holding History

Hunter Perkins Capital Management’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 Q2	$1.76M	Sell	6,738 -3,522	-34%	-$844K	0.39%	54
2026 Q1	$1.8M	Sell	10,260 -5,520	-35%	-$742K	0.42%	52
2025 Q4	$1.85M	Sell	15,780 -6,760	-30%	-$651K	0.43%	54
2025 Q3	$1.63M	Sell	22,540 -1,725	-7%	-$94.2K	0.36%	50
2025 Q2	$1.05M	Hold	24,265	–	–	0.25%	69
2025 Q1	$865K	Buy	24,265 +2,610	+12%	+$118K	0.2%	77
2024 Q4	$1.11M	Buy	21,655 +820	+4%	+$38.4K	0.23%	68
2024 Q3	$922K	Sell	20,835 -450	-2%	-$18.4K	0.19%	74
2024 Q2	$837K	Buy	+21,285	New	+$756K	0.18%	75
2021 Q1	–	Sell	-20,000	Closed	-$516K	–	164
2020 Q4	$516K	Buy	+20,000	New	+$457K	0.09%	113

Other funds holding TSEM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Hunter Perkins Capital Management's TSEM Position: Q2 2026 in Review

Hunter Perkins Capital Management reduced its Tower Semiconductor (TSEM) stake by 34% in Q2 2026, selling an estimated $844K and leaving 6,738 shares worth $1.76M. The position accounts for 0.39% of the portfolio, ranked #54.

Hunter Perkins Capital Management first reported a position in TSEM in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.85M in Q4 2025. 451 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

Hunter Perkins Capital Management held 6,738 shares of Tower Semiconductor worth $1.76M as of Q2 2026.
Hunter Perkins Capital Management sold 3,522 Tower Semiconductor shares in Q2 2026, an estimated $844K.
Tower Semiconductor made up 0.39% of Hunter Perkins Capital Management's portfolio in Q2 2026, its #54 holding.
Hunter Perkins Capital Management first reported a position in Tower Semiconductor in Q4 2020 and has held it in 10 quarters since.
Hunter Perkins Capital Management's Tower Semiconductor position peaked at $1.85M in Q4 2025.
451 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

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