SEC 13F Intelligence

Watershed Asset Management, L.L.C. / AMAT

Watershed Asset Management, L.L.C.’s Applied Matls Inc Position

Does Watershed Asset Management, L.L.C. own Applied Matls Inc (AMAT)? Yes — 8.5K shares worth $3M (+3.01% of its 13F portfolio) as of Q1 2026, up from 1.7K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
8.5K
% of Portfolio
+3.01%
Quarters Held
2
currently held

Position History AMAT

Reported value by quarter
Q4 ’25: $427,117Q4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.5K$3M+3.01%
Q4 20251.7K$427,117+0.40%

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