SEC 13F Intelligence

Westhampton Capital, LLC / LRCXEUR

Westhampton Capital, LLC’s Lam Research Corp Position

Does Westhampton Capital, LLC own Lam Research Corp (LRCXEUR)? Not currently — the last reported position was 3.5K shares worth $3M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2024
Shares
3.5K
% of Portfolio
+1.46%
Quarters Held
22
position exited

Position History LRCXEUR

Reported value by quarter
Q2 ’19: $546,000Q2 ’19Q3 ’19: $671,000Q4 ’19: $846,000Q1 ’20: $695,000Q1 ’20Q2 ’20: $1MQ3 ’20: $1MQ4 ’20: $1MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $2MQ1 ’22: $2MQ2 ’22: $1MQ2 ’22Q3 ’22: $1MQ4 ’22: $1MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $4MQ3 ’24: $3MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20243.5K$3M+1.46%
Q2 20243.5K$4M+2.01%
Q1 20243.5K$3M+1.85%
Q4 20233.5K$3M+1.63%
Q3 20233.5K$2M+1.41%
Q2 20233.5K$2M+1.45%
Q1 20233.5K$2M+1.20%
Q4 20223.5K$1M+0.99%
Q3 20223.2K$1M+0.89%
Q2 20223.2K$1M+0.96%
Q1 20223.1K$2M+1.09%
Q4 20213.1K$2M+1.38%
Q3 20213.1K$2M+1.21%
Q2 20213.1K$2M+1.31%
Q1 20213.1K$2M+1.26%
Q4 20203.1K$1M+1.10%
Q3 20203.1K$1M+0.85%
Q2 20203.1K$1M+0.87%
Q1 20202.9K$695,000+0.72%
Q4 20192.9K$846,000+0.69%
Q3 20192.9K$671,000+0.56%
Q2 20192.9K$546,000+0.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westhampton Capital, LLC’s full portfolio or all institutional holders of LRCXEUR.