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NorthCoast Asset Management LLC: LRCX position timeline

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

NorthCoast Asset Management LLC held 134,134 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,134 shares
    Change vs previous 13F -76,015 shares

    1.29% of the 13F portfolio, value $58,124,564.

    13F-HR 0001765380-26-000370 filed by NorthCoast Asset 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 210,149 shares
    Change vs previous 13F -69,757 shares

    1.04% of the 13F portfolio, value $44,900,507.

    13F-HR 0001765380-26-000207 filed by NorthCoast Asset 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 279,906 shares
    Change vs previous 13F -2,097,884 shares

    1.06% of the 13F portfolio, value $47,914,338.

    13F-HR 0001765380-26-000111 filed by NorthCoast Asset 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 2,377,790 shares
    Change vs previous 13F -54,714 shares

    1.24% of the 13F portfolio, value $318,457,554.

    13F-HR 0001665198-25-000016 filed by NorthCoast Asset 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 2,432,504 shares
    Change vs previous 13F +54,281 shares

    1.01% of the 13F portfolio, value $236,840,926.

    13F-HR 0001665198-25-000007 filed by NorthCoast Asset 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/A 2,378,223 shares
    Change vs previous 13F +2,180,148 shares

    0.87% of the 13F portfolio, value $172,896,884.

    13F-HR/A 0001665198-25-000006 filed by NorthCoast Asset 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/A 198,075 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $14,306,989.

    13F-HR/A 0001665198-25-000010 filed by NorthCoast Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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