KOKINO LLC - Q3 2022 holdings

$28 Million is the total value of KOKINO LLC's 4 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 40.0% .

 Value Shares↓ Weighting
ASYS  AMTECH SYS INC$19,125,000
+16.4%
2,250,0000.0%68.41%
+2.8%
GIFI  GULF IS FABRICATION INC$7,556,000
+24.5%
1,811,8940.0%27.03%
+9.9%
AGX BuyARGAN INC$1,274,000
-4.4%
39,609
+11.0%
4.56%
-15.5%
AUTO ExitAUTOWEB INC$0-973,000
-100.0%
-1.50%
HIL ExitHILL INTL INC$0-291,038
-100.0%
-1.98%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-11-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
AMTECH SYS INC24Q3 202268.4%
KEY TECHNOLOGY INC13Q4 201758.9%
GULF ISLAND FABRICATION INC13Q3 202243.9%
EVOLVING SYS INC12Q4 202117.9%
AUTOWEB INC11Q2 202211.3%
HILL INTL INC11Q2 20223.2%
ARGAN INC10Q3 20225.4%
INTL FCSTONE INC5Q3 20193.3%
CROSSROADS SYS INC5Q2 20171.2%
CROSSROADS SYS INC4Q1 20165.9%

View KOKINO LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2022-11-14
13F-HR2022-08-12
13F-HR2022-05-13
13F-HR2022-02-14
13F-HR2019-11-14
13F-HR2019-08-13
13F-HR2019-05-09
13F-HR2019-02-13
13F-HR2018-11-14
13F-HR2018-08-08

View KOKINO LLC's complete filings history.

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