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Richardson Electronics

RELL on Nasdaq. Market value $126m.

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Should I look at this?

We have not checked this company yet

This is not advice.

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Who owns it

2 long-term investors we follow own it, up from 1 last quarter. 115 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

4 investors own more than 5%.

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

No insider bought shares on the open market in the last 12 months. 9 sold $4m.

  • Halverson Kenneth
    Director
    Sold
    Date
    20 August 2026
    Shares
    1,500
    Price
    $17.47
    Value
    $26,204
  • Benham James
    Director
    Sold
    Date
    19 August 2026
    Shares
    3,020
    Price
    $17.99
    Value
    $54,330
  • Belin Jacques
    Director
    Sold
    Date
    4 August 2026
    Shares
    5,000
    Price
    $21.46
    Value
    $107,301
  • Ben Robert J
    CFO, CAO, Corporate Secretary
    Sold
    Date
    4 August 2026
    Shares
    9,000
    Price
    $21.61
    Value
    $194,490
  • Diddell Wendy
    COO, Director
    Sold
    Date
    4 August 2026
    Shares
    23,901
    Price
    $20.00
    Value
    $478,020
  • Halverson Kenneth
    Director
    Sold
    Date
    3 August 2026
    Shares
    5,000
    Price
    $18.77
    Value
    $93,854
  • Benham James
    Director
    Sold
    Date
    3 August 2026
    Shares
    9,836
    Price
    $18.50
    Value
    $181,966
  • KLUGE ROBERT H
    Director
    Sold
    Date
    30 July 2026
    Shares
    29,000
    Price
    $17.90
    Value
    $519,184
  • Benham James
    Director
    Sold
    Date
    29 July 2026
    Shares
    164
    Price
    $19.06
    Value
    $3,126
  • PLANTE PAUL J
    Director
    Sold
    Date
    28 July 2026
    Shares
    17,000
    Price
    $18.81
    Value
    $319,813

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the warning signs we check for were found.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 3 Aug 2026, and no later 8-Ks.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.