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Leeward Investments’s Cohu COHU Stock Holding History

Leeward Investments’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 		$39.1M Sell
528,519
-117,614
-18% -$5.88M 1.78% 6
2026
Q1 		$19.8M Buy
646,133
+24,755
+4% +$727K 0.98% 34
2025
Q4 		$14.5M Sell
621,378
-2,365
-0.4% -$54.2K 0.73% 50
2025
Q3 		$12.7M Buy
623,743
+170,758
+38% +$3.44M 0.65% 58
2025
Q2 		$8.72M Buy
452,985
+26,454
+6% +$446K 0.46% 101
2025
Q1 		$6.27M Buy
426,531
+161,518
+61% +$3.36M 0.33% 133
2024
Q4 		$7.08M Buy
+265,013
New +$6.93M 0.35% 126

Other funds holding COHU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Leeward Investments's COHU Position: Q2 2026 in Review

Leeward Investments reduced its Cohu (COHU) stake by 18% in Q2 2026, selling an estimated $5.88M and leaving 528,519 shares worth $39.1M. The position accounts for 1.78% of the portfolio, ranked #6.

Leeward Investments first reported a position in COHU in Q4 2024 and has held it in 7 quarters since. 349 funds tracked by Wall St. Rank hold COHU as of Q2 2026.

  • Leeward Investments held 528,519 shares of Cohu worth $39.1M as of Q2 2026.
  • Leeward Investments sold 117,614 Cohu shares in Q2 2026, an estimated $5.88M.
  • Cohu made up 1.78% of Leeward Investments's portfolio in Q2 2026, its #6 holding.
  • Leeward Investments first reported a position in Cohu in Q4 2024 and has held it in 7 quarters since.
  • 349 funds tracked by Wall St. Rank held Cohu as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.