Which hedge funds own PLAB? PHOTRONICS INC, Q2 2026 13F holders
21 tracked hedge funds disclosed a position in PLAB (PHOTRONICS INC) in their Q2 2026 13F filings, worth $71.3m in total. The largest holder by portfolio weight is Long Corridor Asset Management Ltd at 1.1% of its book. 11 opened a new position this quarter: Long Corridor Asset Management Ltd, Verdad Advisers, LP, CastleKnight Management LP, Aquatic Capital Management LLC. 11 exited: Mill Road Capital Management LLC, Nierenberg Investment Management Company, LLC, Gsa Capital Partners LLP.
- 21
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 11
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 11
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $15.4m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $11.5m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $71.3m
- Combined value Sum of the holders' reported positions in the security.
- 1.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
| Long Corridor Asset Management Ltd Hedge fund | 1.1% | – | new |
| Skylands Capital, LLC Hedge fund | 0.3% | −0.7% | reduced |
| Verdad Advisers, LP Hedge fund | 0.2% | – | new |
| CastleKnight Management LP Hedge fund | 0.1% | – | new |
| Aquatic Capital Management LLC Hedge fund | 0.1% | – | new |
| EntryPoint Capital, LLC Hedge fund | 0.05% | +14% | added |
| Polar Capital Holdings Plc Hedge fund | 0.03% | −42% | reduced |
| Voleon Capital Management LP Hedge fund | 0.02% | +643% | added |
| Engineers Gate Manager LP Hedge fund | 0.02% | – | new |
| Brevan Howard Capital Management LP Hedge fund | 0.01% | – | new |
| Qube Research & Technologies Ltd Hedge fund | 0.01% | −40% | reduced |
| Two Sigma Investments, LP Hedge fund | 0.01% | +289% | added |
| ExodusPoint Capital Management, LP Hedge fund | 0.01% | – | new |
| Capital Fund Management S.A. Hedge fund | 0.01% | 0.0% | held |
| AQR Capital Management LLC Hedge fund | 0.0% | −15% | reduced |
| Walleye Capital LLC Hedge fund | 0.0% | – | new |
| Jain Global LLC Hedge fund | 0.0% | – | new |
| Citadel Advisors LLC Hedge fund | 0.0% | +1185% | added |
| D. E. Shaw & Co., Inc. Hedge fund | 0.0% | −45% | reduced |
| Bridgewater Associates, LP Hedge fund | 0.0% | – | new |
| Quarry LP Hedge fund | 0.0% | – | new |
Exited since the previous filing
| Mill Road Capital Management LLC | 1.7% | $3.2m |
| Nierenberg Investment Management Company, LLC | 0.1% | $256k |
| Gsa Capital Partners LLP | 0.07% | $1.2m |
| Caxton Associates LLP | 0.02% | $944k |
| Dark Forest Capital Management LP | 0.02% | $201k |
| Graham Capital Management, L.P. | 0.01% | $284k |
| Holocene Advisors, LP | 0.0% | $2.0m |
| Point72 Asset Management, L.P. | 0.0% | $1.8m |
| Renaissance Technologies LLC | 0.0% | $740k |
| Marshall Wace, LLP | 0.0% | $600k |
| Millennium Management LLC | 0.0% | $228k |
Ownership over time
Who discovered PLAB first? Beta
The run: Q1 2009 → Q1 2011, +834%
| Divisar Capital Management LLC high conviction | Q4 2018 | – | +4.9 pts |
| Mill Road Capital Management LLC | Q1 2025 | – | +2.5 pts |
| Worth Venture Partners, LLC | Q2 2021 | – | +0.6 pts |
| Campbell & CO Investment Adviser LLC | Q4 2015 | – | −0.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.