Photronics, Inc. (PLAB): A Bull Case Theory
We came across a bullish thesis on Photronics, Inc. on Beeli Capital’s Substack by Andrew Beeli. In this article, we will summarize the bulls’ thesis on PLAB.
Photronics Inc (PLAB)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 535,199 | $17,126,368 | +46% | 0.01% |
| 2. | Levin Easterly Partners John Murphy | 422,671 | $13,525,472 | -7% | 0.83% |
| 3. | Royce & Associates Chuck Royce | 384,360 | $12,299,520 | -1% | 0.12% |
| 4. | 258,900 | $8,284,800 | +9858% | 0.02% | |
| 5. | Renaissance Technologies Jim Simons | 119,748 | $3,831,936 | -49% | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.00 | 2,650 | $50,350.00 | 10,198 | 2025-06-27 | Filing | |
| $9.25 | 1,000 | $9,250.00 | 74,000 | 2019-03-15 | Filing | |
| $8.50 | 1,000 | $8,500.00 | 37,000 | 2018-03-23 | Filing | |
| $9.00 | 1,000 | $9,000.00 | 36,000 | 2017-12-05 | Filing | |
| $9.50 | 1,000 | $9,500.00 | 35,000 | 2017-12-01 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $34.51 | 10,000 | $345,100.00 | 410,850 | 2026-01-16 | Filing | |
| $34.89 | 6,250 | $218,062.50 | 75,500 | 2026-01-16 | Filing | |
| $33.70 | 7,500 | $252,750.00 | 81,750 | 2026-01-13 | Filing | |
| $34.13 | 10,000 | $341,300.00 | 415,850 | 2026-01-15 | Filing | |
| $34.42 | 10,000 | $344,200.00 | 425,850 | 2026-01-13 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,827,652 | $282,484,864 | 0% | |
| 2. | 5,670,667 | $181,461,344 | 0% | |
| 3. | 4,054,450 | $129,751,252 | 0.03% | |
| 4. | 2,461,127 | $78,756,064 | 0.04% | |
| 5. | 2,243,545 | $71,793,440 | 0% |
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Photronics, Inc. (PLAB): A Bull Case Theory
We came across a bullish thesis on Photronics, Inc. on Beeli Capital’s Substack by Andrew Beeli. In this article, we will summarize the bulls’ thesis on PLAB.
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