$SHIM

$2.38 +$0.10 (4.62%) Close

$SHIM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 41.3M shares outstanding

Who owns SHIM?

By type of holder

Institutions 14.0% Insiders 53.4% Everyone else 32.6%

Concentration Top 10 holders own 82.1%

Goldsteen Mitchell B. 53.0% · Aecom 18.7%

Institutional ownership

14.0%

+8.6 pts vs last qtr

Institutional holders

+29 vs last qtr

Net shares bought

+3.6M

by institutions in Q2 2026

New / sold out

29 / 0

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Cannell Capital LLC NEW +957.6K
Gratia Capital, LLC NEW +726.9K

Biggest sellers in Q2 2026

Sanders Morris Harris LLC −390.1K
Thompson Davis & Co., Inc. −21.5K

Who is planning to sell?

Notices of proposed sale, last 12 months

$893K

2 notices from 1 person

Shares covered

300.0K

0.73% of the company

Arranged in advance

85%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Mitchell B. Goldsteen Director $893K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+58.7%

+16.64% a year

Each share's claim on the business

−37.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $15.7M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years36% Under 1 year64%

Quarterly turnover

100.0%

of institutional shares changed hands

Top 10 managers, median time held

2 years

Super Investors

Investment managers reporting SHIM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
CC Cannell Capital LLC	957.6K	2.32%	NEW	Q2 '26	2.9%
Shares held by quarter Peak holding957.6K (Q2'26) Change over 8 quarters+957.6K Share of the company2.320% Cannell Capital LLC's full portfolio →
SM Sanders Morris Harris LLC	368.3K	0.89%	−390.1K (−51.4%)	Q1 '26	1.0%
Shares held by quarter Peak holding809.7K (Q3'25) Change over 8 quarters−221.9K Share of the company0.890% Sanders Morris Harris LLC's full portfolio →

Cannell Capital LLC

957.6K

% of company

2.32%

Change vs last qtr

NEW

Held since

Q2 '26

Sanders Morris Harris LLC

368.3K

% of company

0.89%

Change vs last qtr

−390.1K (−51.4%)

Held since

Q1 '26

23 more super investors behind a free account

See every manager holding Shimmick Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SHIM on Form N-PORT; together they hold 2.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.01M	221.6K	0.54%	0.00%	June 30, 2026
IR iShares Russell 2000 Growth ETF iShares Trust	$888K	194.3K	0.47%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.01M

% of company

0.54%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 Growth ETF

iShares Trust

Position value

$888K

% of company

0.47%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Shimmick Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GM Goldsteen Mitchell B. Insider	21.9M	53.00%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company53.000% Goldsteen Mitchell B.'s insider activity →
A Aecom 5%+ holder 13D · 18.7%	7.7M	18.74%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company18.740% Disclosed stake13D · 18.7% View the 13D/G filing →

Goldsteen Mitchell B.

Insider

21.9M

% of company

53.00%

Change vs last qtr

—

Held since

—

Aecom

5%+ holder13D · 18.7%

7.7M

% of company

18.74%

Change vs last qtr

—

Held since

—

5 more holders behind a free account

See every insider and 5%+ holder of Shimmick Corp.

Comments