Richardson Electronics
RELL
About: Richardson Electronics Ltd provides engineered solutions, power grid, and microwave tubes and related consumables, power conversion, RF and microwave components, high-value flat panel detector solutions, replacement parts, tubes, and service training for diagnostic imaging equipment and customized display solutions. The company's segment includes Power and Microwave Technologies, Green Energy Solutions, Canvys, and Healthcare. The company generates the majority of its revenue from the Power and Microwave Technologies segment, which includes the power grid and microwave tube business and RF, Wireless and Power technologies.
Employees: 431
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
3.55% less ownership
Funds ownership: 72.51% [Q1] → 68.96% (-3.55%) [Q2]
9% less funds holding
Funds holding: 91 [Q1] → 83 (-8) [Q2]
18% less capital invested
Capital invested by funds: $100M [Q1] → $82.3M (-$17.9M) [Q2]
25% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 32
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
99% less call options, than puts
Call options by funds: $4K | Put options by funds: $327K
Financial journalist opinion