Letters by company

Photronics INC

1 letter discussing PLAB. Everything written about it on this site is on its ticker page.

Heartland Advisors Heartland Value Fund 2Q26 Portfolio Manager Commentary Heartland Value Fund reduced technology exposure amid AI-driven valuations and added to overlooked positions across several sectors. It rebuilt positions in Photronics and Sonic Automotive, backed i3 Verticals’ public-sector software advantages, and favored Unitil’s gas-conversion opportunity over AI-linked utilities. 2Q26 IIIV $418MPLAB $1.8BSAH $1.9B