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Applied Finance Capital Management, LLC: KLAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Applied Finance Capital Management, LLC on KLAC, newest first. How the timeline and the estimate are built.

Applied Finance Capital Management, LLC held 185,356 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 185,356 shares
    Change vs previous 13F +158,330 shares

    4.16% of the 13F portfolio, value $55,915,364.

    13F-HR 0001398344-26-012840 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,026 shares
    Change vs previous 13F -4,557 shares

    2.99% of the 13F portfolio, value $39,793,959.

    13F-HR 0001398344-26-008142 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,583 shares
    Change vs previous 13F -4,338 shares

    2.75% of the 13F portfolio, value $38,376,203.

    13F-HR 0001398344-26-002284 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,921 shares
    Change vs previous 13F -11,180 shares

    2.75% of the 13F portfolio, value $38,740,918.

    13F-HR 0001398344-25-020421 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 47,101 shares
    Change vs previous 13F -6,379 shares

    2.88% of the 13F portfolio, value $42,188,385.

    13F-HR 0001398344-25-013981 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 53,480 shares
    Change vs previous 13F -24,539 shares

    2.67% of the 13F portfolio, value $36,355,815.

    13F-HR 0001398344-25-008845 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 78,019 shares
    Change vs previous 13F +2,708 shares

    2.14% of the 13F portfolio, value $49,161,154.

    13F-HR 0001398344-25-002620 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 75,311 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $58,321,776.

    13F-HR/A 0001398344-24-020254 filed by Applied Finance Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).