Steven Romick - First Pacific Advisors,
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 83
Portfolio value: $6,998,758,247
Holding/activity history for Varian Semiconductor Equipment (VSEA)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2009 Q2 |
0 |
0.00 |
Sell 100.00%
|
0.02 |
|
|
SEC |
| 2009 Q1 |
19,800 |
0.02 |
Reduce 42.94%
|
0.01 |
$21.67 |
$429,000 |
SEC |
| 2008 Q4 |
34,700 |
0.03 |
Add 122.44%
|
0.02 |
$18.13 |
$629,000 |
SEC |
| 2008 Q3 |
15,600 |
0.01 |
Buy
|
0.01 |
$25.13 |
$392,000 |
SEC |