AMAT — Applied Materials Inc Com

Ownership history in TRANSAMERICA CORP  ·  4 quarters on record

This page tracks every 13F SEC filing in which TRANSAMERICA CORP reported a position in Applied Materials Inc Com (AMAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.1% (1999 Q4)
Avg. % of fund
3.83%
First filed
1999 Q1
Last filed
1999 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
1999 Q4 REDUCED 3,462,712 -37,503 -1.1% 5.10% $438.7M $22.91
1999 Q3 REDUCED 3,500,215 -188,759 -5.1% 4.20% $272.6M $14.05
1999 Q2 ADDED 3,688,974 +20,000 +0.5% 3.33% $272.5M $13.36
1999 Q1 INITIATED 3,668,974 — — 2.69% $226.3M $11.16
% of Fund (quarterly)    AMAT price (monthly, adj. close)

Other funds also holding AMAT

As of 2025 Q4 — sorted by position size

ABRAMS BISON INVESTMENTS, LLC 3Y 7Y 16.99% Harbor Island Capital LLC 3Y 7Y 12.76% LOUNTZIS ASSET MANAGEMENT, LLC 3Y 10.9% Four Tree Island Advisory LLC 7.92% CALIFORNIA FIRST LEASING CORP 3Y 7.75% Broad Run Investment Management, LLC 3Y 7Y 7.5% Midway Capital Research & Management 7.46% Maj Invest Holding A/S 3Y 7Y 7.27% Talos Eurisko Asset Management LP 7.14% Carmel Capital Management L.L.C. 3Y 7.12%
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