First Wilshire Securities Management sold 81,598 shares of Camtek in the third quarter, leading to a $2.67 million decrease in position value. The fund now holds 206,424 CAMT shares valued at $21.68 million, making it their third-largest holding. Camtek’s stock price was at $109.14 as of Wednesday, up 30% over the past year. Meanwhile, the company reported record third-quarter revenue of $126 million, with strong growth expected to continue. Despite reducing their stake, Camtek remains a top holding for First Wilshire Securities Management, demonstrating rational risk management in a volatile market.

Read more at Nasdaq: Camtek Hits Record Revenue but Here’s Why One Fund Still Cut $3 Million Amid a 30% Run