Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
Holdings Activity Buys Sells    History
Holding/activity history for  Cohu, Inc. (COHU)
← All COHU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 474,068 0.02 Add 91.43% <0.01 $26.63–55.20 · VW $44.86i $14,515,962 SEC
2025   Q4 247,646 0.01 Reduce 0.20% $22.80–34.96 · VW $29.32i $5,762,722 SEC
2025   Q3 248,146 0.01 Add 20.85% <0.01 $18.67–25.06 · VW $22.68i $5,044,808 SEC
2025   Q2 205,327 <0.01 Buy <0.01 $16.95–21.36 · VW $19.40i $3,950,491 SEC
2024   Q4 0 0.00 Sell 100.00% 0.01 $18.76–29.08 · VW $22.50i SEC
2024   Q3 219,001 0.01 Add 2.87% <0.01 $22.80–29.42 · VW $26.21i $5,628,326 SEC
2024   Q2 212,901 0.02 Reduce 3.69% <0.01 $23.93–36.60 · VW $29.15i $7,047,023 SEC
2024   Q1 221,051 0.02 Add 3.44% <0.01 $28.57–33.68 · VW $31.50i $7,367,630 SEC
2023   Q4 213,698 0.02 Add 38.39% <0.01 $30.75–36.51 · VW $33.13i $7,562,772 SEC
2023   Q3 154,415 0.01 Reduce 0.65% <0.01 $29.07–37.95 · VW $32.92i $5,318,053 SEC
2023   Q2 155,421 0.02 Add 9.90% <0.01 $35.10–43.99 · VW $38.83i $6,459,297 SEC
2023   Q1 141,421 0.01 Add 1.87% <0.01 $32.36–39.73 · VW $36.81i $5,429,152 SEC
2022   Q4 138,821 0.01 Reduce 11.77% <0.01 $30.85–38.40 · VW $35.48i $4,449,213 SEC
2022   Q3 157,336 0.01 Add 23.17% <0.01 $25.20–37.66 · VW $32.89i $4,056,000 SEC
2022   Q2 127,736 0.01 Add 69.72% <0.01 $24.06–31.50 · VW $27.46i $3,545,000 SEC
2022   Q1 75,264 0.01 Add 134.36% <0.01 $25.06–32.36 · VW $29.28i $2,228,000 SEC
2021   Q4 32,115 <0.01 Add 124.35% <0.01 $28.87–39.86 · VW $33.30i $1,223,000 SEC
2021   Q3 14,315 <0.01 Add 518.36% <0.01 $29.92–38.89 · VW $33.93i $457,000 SEC
2021   Q2 2,315 <0.01 Buy <0.01 $29.00–38.17 · VW $34.28i $85,000 SEC
Price snapshot:
Current price$52.81
Avg. buy price$24.77
+/- since buy113.17%
52-week low$17.80
52-week high$74.60