SEC 13F Intelligence

Leeward Investments, LLC - Ma / COHU

Leeward Investments, LLC - Ma’s Cohu Inc Position

Does Leeward Investments, LLC - Ma own Cohu Inc (COHU)? Yes — 646.1K shares worth $20M (+0.98% of its 13F portfolio) as of Q1 2026, up from 621.4K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
646.1K
% of Portfolio
+0.98%
Quarters Held
6
currently held

Position History COHU

Reported value by quarter
Q4 ’24: $7MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $9MQ2 ’25Q3 ’25: $13MQ3 ’25Q4 ’25: $14MQ4 ’25Q1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026646.1K$20M+0.98%
Q4 2025621.4K$14M+0.73%
Q3 2025623.7K$13M+0.65%
Q2 2025453.0K$9M+0.46%
Q1 2025426.5K$6M+0.33%
Q4 2024265.0K$7M+0.35%

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