COHU INC · CUSIP 192576106 · CIK 1911372
As of 2026-06-30, Meros Investment Management, LP reported 190.69K COHU (shares), valued at $14.09M, or 4.47% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 30.90%; reported value increased 66.79%, and weight changed +0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.47% | 190,686 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 3.66% | 275,958 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 3.28% | 355,744 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 2.86% | 328,988 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 2.15% | 235,971 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 1.77% | 205,356 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 2.15% | 180,133 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 0.12% | 10,000 | SEC filing ↗Filed Nov 18, 2024 |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | 0.12% | 10,000 | $257.00K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Nov 18, 2024 |
| Q4 2024 | 2.15% | 180,133 | $4.81M | Shares increased 1701.33%; reported value increased 1771.42%, and weight changed +2.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.77% | 205,356 | $3.02M | Shares increased 14.00%; reported value decreased 37.19%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 2.15% | 235,971 | $4.54M | Shares increased 14.91%; reported value increased 50.29%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 2.86% | 328,988 | $6.69M | Shares increased 39.42%; reported value increased 47.32%, and weight changed +0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 3.28% | 355,744 | $8.28M | Shares increased 8.13%; reported value increased 23.77%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 3.66% | 275,958 | $8.45M | Shares decreased 22.43%; reported value increased 2.07%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 4.47% | 190,686 | $14.09M | Shares decreased 30.90%; reported value increased 66.79%, and weight changed +0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.