First Eagle Investment's COHU Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 548,533 shares of Cohu, Inc. (COHU) worth $40.54 M, representing 0.07% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 225 quarters.
Based on 13F filings since 2013, First Eagle Investment has maintained a long-term strategic position in COHU, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2026, adding 226,422 shares. Largest reduction occurred in Q2 2021, reducing 5.08 M shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's Cohu (COHU) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cohu (COHU) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +74,465 | Add 15.71% | 548,533 | $73.91 |
| Q1 2026 | +226,422 | Add 91.43% | 474,068 | $30.62 |
| Q4 2025 | -500 | Reduce 0.20% | 247,646 | $23.27 |
| Q3 2025 | +42,819 | Add 20.85% | 248,146 | $20.33 |
| Q2 2025 | +205,327 | New Buy | 205,327 | $19.24 |
| Q4 2024 | -219,001 | Sold Out | 0 | $0.00 |
| Q3 2024 | +6,100 | Add 2.87% | 219,001 | $25.70 |
| Q2 2024 | -8,150 | Reduce 3.69% | 212,901 | $33.10 |
| Q1 2024 | +7,353 | Add 3.44% | 221,051 | $33.33 |
| Q4 2023 | +59,283 | Add 38.39% | 213,698 | $35.39 |
| Q3 2023 | -1,006 | Reduce 0.65% | 154,415 | $34.44 |
| Q2 2023 | +14,000 | Add 9.90% | 155,421 | $41.56 |
| Q1 2023 | +2,600 | Add 1.87% | 141,421 | $38.39 |
| Q4 2022 | -18,515 | Reduce 11.77% | 138,821 | $32.05 |
| Q3 2022 | +29,600 | Add 23.17% | 157,336 | $25.78 |
| Q2 2022 | +52,472 | Add 69.72% | 127,736 | $27.75 |
| Q1 2022 | +43,149 | Add 134.36% | 75,264 | $29.60 |
| Q4 2021 | +17,800 | Add 124.35% | 32,115 | $38.08 |
| Q3 2021 | +12,000 | Add 518.36% | 14,315 | $31.92 |
| Q2 2021 | +2,315 | New Buy | 2,315 | $36.72 |
| Q1 1970 | +5.08 M | Add 0.00% | 5.08 M | $7.98 |
First Eagle Investment's Cohu Investment FAQs
First Eagle Investment first purchased Cohu, Inc. (COHU) in Q1 1970, acquiring 5,079,964 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held Cohu, Inc. (COHU) for 225 quarters since Q1 1970.
First Eagle Investment's largest addition to Cohu, Inc. (COHU) was in Q1 1970, adding 5,079,964 shares worth $40.54 M.
According to the latest 13F filing for Q2 2026, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 548,533 shares of Cohu, Inc. (COHU), valued at approximately $40.54 M.
As of the Q2 2026 filing, Cohu, Inc. (COHU) represents approximately 0.07% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in Cohu, Inc. (COHU) was 5,079,964 shares, as reported at the end of Q1 1970.