SEC 13F Intelligence

Delphi Management Inc /Ma/ / PLAB

Delphi Management Inc /Ma/’s Photronics Inc Position

Does Delphi Management Inc /Ma/ own Photronics Inc (PLAB)? Not currently — the last reported position was 55.0K shares worth $1M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q1 2025
Shares
55.0K
% of Portfolio
+1.16%
Quarters Held
4
position exited

Position History PLAB

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $1MQ2 ’24Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202555.0K$1M+1.16%
Q4 202456.8K$1M+1.29%
Q2 202455.2K$1M+1.11%
Q1 202453.2K$2M+1.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Delphi Management Inc /Ma/’s full portfolio or all institutional holders of PLAB.