ENTG
LONGINSIDER SELLCONGRESS BUYENTEGRIS INC
Research: Finviz ↗·Perplexity ↗
🗄 Viewing archived Q1 2026 data — frozen, no longer refreshed.
News Summary
PositiveEntegris delivered strong operational execution with Q1-Q2 2026 earnings beats, accelerating revenue growth from 5% to 11% YoY, and raising Q3 guidance to imply mid-teens growth. The company is improving margins (gross margin hit highest since early 2022), reducing leverage below 3x by year-end, and benefits from visible demand across 20+ major semiconductor capacity expansions through 2027.
Red flags
- •New facilities in Taiwan (KSP) and Colorado (Rockrimmon) remain dilutive to P&L in 2026; KSP break-even not expected until year-end
- •Exit of US life sciences fluid management business and closure of Logan, Utah facility signal ongoing portfolio rationalization and past execution missteps
- •CFO transition completed only in mid-2026 with external hire; management stability recently tested following Bertrand Loy's retirement as Executive Chair
Funds Buying (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| Lone Pine Capital | Steve Mandel | 3.1M | +61K | $365M | 2.9% | +2% | Existing |
| Durable Capital Partners | Henry Ellenbogen | 972K | +972K | $114M | 1.2% | — | NEW |
| Maverick Capital | Lee Ainslie | 13K | +13K | $2M | <0.1% | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.
Portfolio Context
Where ENTG ranks in each buying fund's book, and the positions immediately around it. What a holding sits next to often says more about the thesis than the position size does.
position #18 of this fund's book
- 15BROOKFIELD CORP$454M
- 16TENET HEALTHCARE CORP$426M
- 17CAPITAL ONE FINL CORP$414M
- 18ENTEGRIS INC$365M
- 19US FOODS HLDG CORP$350M
- 20PERFORMANCE FOOD GROUP CO$341M
- 21MCKESSON CORP$339M
position #26 of this fund's book
- 23CLEAR SECURE INC$144M
- 24WARBY PARKER INC$135M
- 25SHOPIFY INC$115M
- 26ENTEGRIS INC$114M
- 27FABRINET$113M
- 28ACUITY INC$100M
- 29COLLIERS INTL GROUP INC$89M
Values are quarter-end position sizes. Shown only for funds where ENTG ranks inside their 40 largest equity positions — below that, neighbouring names carry no signal. Adjacency is an inference about a fund's reasoning, not a disclosure of it.
Signal History
| Quarter | Direction | Funds | Score | vs SPY |
|---|---|---|---|---|
| Q2 2026 | SHORT | 3 | 2.87 | -21.6% |
| Q1 2026 | LONG | 3 | 3.57 | +18.5% |
Same issuer appearing in consecutive quarters — persistent institutional conviction. Returns are frozen at each archived quarter's last refresh.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Colella Joseph | SVP and General Counsel | SELL | 4K | $164.48 | $0.64M | 2026-08-13 | ↗ |
| Rice Susan G. | SVP, Global Human Resources | SELL | 2K | $149.52 | $0.31M | 2026-08-11 | ↗ |
| LEDERER JAMES P | — | SELL | 4K | $143.59 | $0.51M | 2026-06-03 | ↗ |
| Haris Clinton M. | SVP & President, APS Division | SELL | 7K | $149.23 | $1.02M | 2026-05-27 | ↗ |
| Rice Susan G. | SVP, Global Human Resources | SELL | 7K | $133.01 | $0.92M | 2026-05-15 | ↗ |
| Rice Susan G. | SVP, Global Human Resources | SELL | 13K | $132.75 | $1.72M | 2026-05-15 | ↗ |
| Blachier Olivier | SVP, Chief Strategy Officer | SELL | 2K | $140.04 | $0.28M | 2026-05-14 | ↗ |
| Colella Joseph | SVP and General Counsel | SELL | 4K | $140.25 | $0.55M | 2026-05-14 | ↗ |
| Colella Joseph | SVP and General Counsel | SELL | 2K | $140.04 | $0.34M | 2026-05-14 | ↗ |
| Haris Clinton M. | SVP & President, APS Division | SELL | 6K | $144.57 | $0.84M | 2026-05-14 | ↗ |
| LOY BERTRAND | Executive Chair | SELL | 44K | $144.41 | $6.37M | 2026-04-17 | ↗ |
| LOY BERTRAND | Executive Chair | SELL | 17K | $140.22 | $2.44M | 2026-04-14 | ↗ |
| Blachier Olivier | SVP, Chief Strategy Officer | SELL | 275 | $115.57 | $0.03M | 2026-04-07 | ↗ |
| Colella Joseph | SVP and General Counsel | SELL | 2K | $115.57 | $0.18M | 2026-04-07 | ↗ |
Congressional Trading
| Member | Chamber | State | Type | Amount Range | Transaction Date | Filed | Src |
|---|---|---|---|---|---|---|---|
| April McClain Delaney | house | MD06 | BUY | $1,001 - $15,000 | 2026-07-30 | 2026-08-03 | ↗ |
| April McClain Delaney | house | MD06 | BUY | $1,001 - $15,000 | 2026-07-08 | 2026-08-03 | ↗ |
| April McClain Delaney | house | MD06 | BUY | $1,001 - $15,000 | 2026-06-08 | 2026-07-07 | ↗ |
| April McClain Delaney | house | MD06 | BUY | $1,001 - $15,000 | 2026-06-05 | 2026-07-07 | ↗ |
Periodic Transaction Reports filed under the STOCK Act. Amounts are disclosed as ranges, not exact dollar figures.