SEC 13F Intelligence

Kestrel Investment Management Corp / PLAB

Kestrel Investment Management Corp’s Photronics Inc Position

Does Kestrel Investment Management Corp own Photronics Inc (PLAB)? Yes — 200.4K shares worth $8M (+4.84% of its 13F portfolio) as of Q1 2026, down from 201.8K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
200.4K
% of Portfolio
+4.84%
Quarters Held
6
currently held

Position History PLAB

Reported value by quarter
Q4 ’24: $5,163Q4 ’24Q1 ’25: $4,550Q1 ’25Q2 ’25: $3,938Q2 ’25Q3 ’25: $4,800Q3 ’25Q4 ’25: $6,460Q4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026200.4K$8M+4.84%
Q4 2025201.8K$6,460+3.66%
Q3 2025209.2K$4,800+2.71%
Q2 2025209.2K$3,938+2.36%
Q1 2025219.2K$4,550+2.78%
Q4 2024219.2K$5,163+2.85%

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