Richardson Electronics (RELL)

• Market cap: $201M
• 1 day: 2.26%
• 5 days: -1.27%
• 1 month: -0.85%
• 3 months: 16.46%
• 6 months: 18.33%
• Year to date: 7.77%
• 1 year: 5.18%
• 5 years: 143.65%
• 10 years: 40.24%
• Sector: Industrials
• Industry: Electronic Parts & Equipment

About: Richardson Electronics Ltd provides engineered solutions, power grid, and microwave tubes and related consumables, power conversion, RF and microwave components, high-value flat panel detector solutions, replacement parts, tubes, and service training for diagnostic imaging equipment and customized display solutions. Its products have applications in alternative energy, healthcare, aviation, broadcast, communications, industrial, marine, medical, military, scientific, and semiconductor markets. The company segments include PMT (Power and Microwave Technologies Group), Canvys, (Green Energy Solutions) GES, and Healthcare reportable segments. The company derives the majority of its revenues from the PMT segment.

Employees: 442

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $99M [Q2] → $105M (+$6.24M) [Q3]

1% more funds holding

Funds holding: 84 [Q2] → 85 (+1) [Q3]

1.14% more ownership

Funds ownership: 68.06% [Q2] → 69.2% (+1.14%) [Q3]

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

55% less call options, than puts

Call options by funds: $25K | Put options by funds: $56K