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: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Skylands Capital Charles Paquelet | 91,525 | $2,928,800 | -35% | 0.4% |
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: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,670,667 | $181,461,344 | 0% | |
| 2. | 364,522 | $11,664,704 | 0.01% | |
| 3. | 313,404 | $10,028,928 | 1.11% | |
| 4. | 285,261 | $9,128,352 | 0.01% | |
| 5. | 143,406 | $4,588,992 | 0% |
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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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