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Mill Road Capital Management’s Photronics PLAB Stock Holding History

Mill Road Capital Management’s Portfolio PLAB Stock Details PLAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-80,200
Closed -$3.24M – 23
2026
Q1 		$3.24M Hold
80,200
– – 1.7% 14
2025
Q4 		$2.57M Sell
80,200
-244,420
-75% -$6.31M 1.52% 16
2025
Q3 		$7.45M Hold
324,620
– – 3.88% 9
2025
Q2 		$6.11M Buy
324,620
+101,220
+45% +$1.89M 3.91% 9
2025
Q1 		$4.64M Buy
+223,400
New +$4.97M 2.63% 14

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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mill Road Capital Management's PLAB Position: Q2 2026 in Review

Mill Road Capital Management sold out of Photronics (PLAB) in Q2 2026, closing a stake of 80,200 shares — an estimated $3.24M sold.

Mill Road Capital Management first reported a position in PLAB in Q1 2025 and held it in 5 quarters. The position peaked at $7.45M in Q3 2025. 313 funds tracked by Wall St. Rank hold PLAB as of Q2 2026.

  • Mill Road Capital Management reported no remaining Photronics position as of Q2 2026 after selling out during the quarter.
  • Mill Road Capital Management sold 80,200 Photronics shares in Q2 2026, an estimated $3.24M.
  • Mill Road Capital Management first reported a position in Photronics in Q1 2025 and held it in 5 quarters.
  • Mill Road Capital Management's Photronics position peaked at $7.45M in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Photronics as of Q2 2026.

Based on Mill Road Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.