Mark Hillman - Hillman Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    56
Portfolio value:    $144,004,744
Holdings Activity Buys Sells    History
Holding/activity history for  Lam Research Corp. (LRCX)
← All LRCX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 2.45 $82.38–100.74 · VW $90.85i SEC
2023   Q4 90,630 2.45 Reduce 0.24% <0.01 $58.88–90.01 · VW $77.13i $7,098,685 SEC
2023   Q3 90,850 2.19 Reduce 32.67% 1.00 $57.44–71.95 · VW $62.74i $5,694,205 SEC
2023   Q2 134,930 3.06 Reduce 1.76% 0.05 $50.72–72.65 · VW $65.07i $8,674,110 SEC
2023   Q1 137,350 2.76 Reduce 0.96% 0.02 $46.70–54.88 · VW $51.33i $7,281,198 SEC
2022   Q4 138,680 2.29 Reduce 3.36% 0.07 $38.47–50.46 · VW $46.31i $5,828,720 SEC
2022   Q3 143,500 2.18 Reduce 8.53% 0.21 $29.96–53.24 · VW $41.22i $5,252,000 SEC
2022   Q2 156,880 2.43 Buy 2.43 $37.59–53.74 · VW $47.13i $6,686,000 SEC
2020   Q1 0 0.00 Sell 100.00% 1.03 $18.14–34.43 · VW $26.03i SEC
2019   Q4 49,620 1.03 Buy 1.03 $25.55–31.90 · VW $29.09i $1,451,000 SEC
2009   Q1 0 0.00 Sell 100.00% 5.00 $1.82–2.86 · VW $2.49i SEC
2008   Q4 6,175,400 5.00 Reduce 24.06% 1.36 $1.47–2.52 · VW $2.00i $13,141,000 SEC
2008   Q3 8,131,920 5.64 Reduce 31.96% 1.87 $1.75–4.04 · VW $2.68i $25,607,000 SEC
2008   Q2 11,951,850 5.86 Reduce 3.11% 0.14 $3.03–4.37 · VW $3.56i $43,206,000 SEC
2008   Q1 12,335,390 4.36 Add 2.65% 0.11 $3.62–4.47 · VW $4.06i $47,146,000 SEC
2007   Q4 12,016,490 4.26 Buy 4.26 $3.72–5.02 · VW $4.19i $51,947,000 SEC
Price snapshot:
Current price$329.92
52-week low$90.44
52-week high$438.50