SEC 13F Intelligence

Todd Asset Management LLC / FSLR

Todd Asset Management LLC’s First Solar Inc Position

Does Todd Asset Management LLC own First Solar Inc (FSLR)? Yes — 256.3K shares worth $51M (+0.99% of its 13F portfolio) as of Q1 2026, up from 187.0K shares the prior filed quarter.

Position Value
$51M
Q1 2026
Shares
256.3K
% of Portfolio
+0.99%
Quarters Held
8
currently held

Position History FSLR

Reported value by quarter
Q2 ’24: $23MQ2 ’24Q3 ’24: $42MQ3 ’24Q4 ’24: $37MQ4 ’24Q1 ’25: $20MQ1 ’25Q2 ’25: $26MQ2 ’25Q3 ’25: $41MQ3 ’25Q4 ’25: $49MQ4 ’25Q1 ’26: $51MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026256.3K$51M+0.99%
Q4 2025187.0K$49M+0.95%
Q3 2025187.4K$41M+0.84%
Q2 2025158.6K$26M+0.57%
Q1 2025160.4K$20M+0.48%
Q4 2024212.6K$37M+0.90%
Q3 2024170.4K$42M+0.99%
Q2 2024101.4K$23M+0.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Todd Asset Management LLC’s full portfolio or all institutional holders of FSLR.