Picton Mahoney Asset Management’s Tower Semiconductor TSEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-100,000	Closed	-$4.32M	–	562
2022 Q4	$4.32M	Sell	100,000 -150,000	-60%	-$6.48M	0.2%	131
2022 Q3	$11M	Buy	250,000 +65,000	+35%	+$2.86M	0.4%	36
2022 Q2	$8.54M	Sell	185,000 -56,700	-23%	-$2.62M	0.33%	61
2022 Q1	$11.7M	Buy	+241,700	New	+$11.7M	0.41%	46