Question 1

How many shares of MU does NorthCoast Asset Management LLC own?

Accepted Answer

As of 2026-Q1, NorthCoast Asset Management LLC holds 125,680 shares of MU (MICRON TECHNOLOGY INC).

Question 2

What is NorthCoast Asset Management LLC's MU position worth?

Accepted Answer

As of 2026-Q1, NorthCoast Asset Management LLC's MU position is worth $42.5M.

Question 3

Is NorthCoast Asset Management LLC buying or selling MU?

Accepted Answer

In 2026-Q1, NorthCoast Asset Management LLC decreased their MU position (-38.2% change in shares).

Question 4

When did NorthCoast Asset Management LLC first buy MU?

Accepted Answer

Based on available 13F filings, NorthCoast Asset Management LLC first reported a position in MU in 2024-Q2. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	125,680	-38.2%	$42.5M	1.0%	$379.68	0
2025-Q4	Decreased	203,377	-55.8%	$58M	1.3%	$292.63	0
2025-Q3	Increased	460,009	+123.6%	$77M	0.3%	$163.73	57
2025-Q2	Decreased	205,741	-41.8%	$25.4M	0.1%	$124.51	0
2025-Q1	Increased	353,272	+14.2%	$30.7M	0.2%	$88.15	39
2024-Q4	Increased	309,281	+138.4%	$26M	0.1%	$85.03	55
2024-Q3	Increased	129,715	+61.9%	$12.1M	0.1%	$106.89	40
2024-Q2	Increased	80,123	+4.3%	$10.5M	0.1%	$130.67	29