LI
COHU icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Leeward Investments's COHU Position: Q1 2026 in Review

Leeward Investments increased its Cohu (COHU) stake by 4% in Q1 2026, buying an estimated $727K and bringing the position to 646,133 shares worth $19.8M. The position accounts for 0.98% of the portfolio, ranked #34.

Leeward Investments first reported a position in COHU in Q4 2024 and has held it in 6 quarters since. 264 funds tracked by Wall St. Rank hold COHU as of Q1 2026.

  • Leeward Investments held 646,133 shares of Cohu worth $19.8M as of Q1 2026.
  • Leeward Investments bought 24,755 Cohu shares in Q1 2026, an estimated $727K.
  • Cohu made up 0.98% of Leeward Investments's portfolio in Q1 2026, its #34 holding.
  • Leeward Investments first reported a position in Cohu in Q4 2024 and has held it in 6 quarters since.
  • 264 funds tracked by Wall St. Rank held Cohu as of Q1 2026.

Based on Leeward Investments's 13F filing for Q1 2026, filed 17 Apr 2026.