TER β€” TERADYNE INC

Ownership history in KEMPNER CAPITAL MANAGEMENT INC.  Β·  14 quarters on record

This page tracks every 13F SEC filing in which KEMPNER CAPITAL MANAGEMENT INC. reported a position in TERADYNE INC (TER). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
4.15% (2025 Q4)
πŸ“Š Avg. % of fund
2.5%
πŸ“… First filed
2022 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
14

Position Intelligence

KEMPNER CAPITAL MANAGEMENT INC. Γ— TER AI Analytics

πŸ“ˆ KEMPNER CAPITAL MANAGEMENT INC. outperformed the S&P 500 by +12.2% annually on this TER position. Timing score: 57% (4/7 decisions correct). Average cost basis: $77.23. Maximum drawdown during holding period: –44.1%.

πŸ“ˆ Position Alpha vs SPY
+12.2%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 12.2% per year on this position.
11 quarters analyzed

⏱️ Timing Score
57%

βœ… Decent timing β€” more right than wrong on entries and exits.
4 of 7 add/trim decisions correct

πŸ’° Entry Quality
$77.23
+150.5% vs current ($193.48)

Best entry: $74.08 (2022 Q3)  Β·  Worst: $86.20 (2022 Q4)

πŸ›‘οΈ Drawdown Resilience
–44.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
38%
buy-side decisions

3 adds Β· 5 trims. Bought during 1 of 4 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ KEMPNER CAPITAL MANAGEMENT INC. has been actively increasing its TER allocation β€” a bullish signal from insiders.
Currently 4.15% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TER price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 22,534 -2,176 -8.8% 4.15% $4.4M $193.48
2025 Q3 REDUCED 24,710 -21,192 -46.2% 2.83% $3.4M $137.48
2025 Q2 UNCHANGED 45,902 β€” 0% 2.21% $4.1M $89.72
2025 Q1 ADDED 45,902 +14,568 +46.5% 2.13% $3.8M $82.29
2024 Q4 UNCHANGED 31,334 β€” 0% 2.17% $3.9M $125.32
2024 Q3 REDUCED 31,334 -7,849 -20.0% 2.15% $4.2M $133.15
2024 Q2 UNCHANGED 39,183 β€” 0% 3.08% $5.8M $147.28
2024 Q1 REDUCED 39,183 -3 -0.0% 2.40% $4.4M $111.97
2023 Q4 REDUCED 39,186 -11 -0.0% 2.38% $4.3M $107.56
2023 Q3 UNCHANGED 39,197 β€” 0% 2.37% $3.9M $99.46
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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