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ACMR position history

The shares of Acm Resh (ACMR) that SOUTHEASTERN ASSET MANAGEMENT INC reported in each quarter’s 13F.

Equity, COM CL A

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q2: 1,185,744 shares, $31M, 1.5% of portfolio, New
  2. 2025 Q3: 1,485,687 shares, $58M, 3.0% of portfolio, Add +25.3%
  3. 2025 Q4: 1,680,181 shares, $66M, 3.0% of portfolio, Add +13.1%
  4. 2026 Q1: 782,900 shares, $31M, 1.5% of portfolio, Reduce −53.4%
  5. 2026 Q2: 139,478 shares, $18M, 0.92% of portfolio, Reduce −82.2%
Holdings date Value % of holdings Shares Filing date All 13F holders