Clearline Capital Trims Semtech as Post-Sierra Model Drives Earnings
Source: Motley Fool
2026-02-27 16:33:10 ET
According to a February 17, 2026, SEC filing , Clearline Capital LP reduced its position in Semtech (NASDAQ:SMTC) by 412,968 shares during the fourth quarter of 2025. The fund’s quarter-end position in Semtech was valued at $21.07 million, a $28.87 million decrease from the previous quarter, reflecting both share sales and price changes.
This transaction was a sale. Following the trade, the position represents 1.04% of Clearline’s 13F reportable assets under management.
Top holdings after the filing:
Rogers Corporation
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