The fund noted in its Q2 2026 investor letter that despite Vishay Intertechnology (VSH) benefiting from incremental growth driven by electric vehicles and industrial electrification, and its Q1 sales increasing by 17% year-over-year, the fund believes VSH's stock price may have been "caught up in the AI trade," and thus it has actively reduced its position. As of August 31, VSH's stock price was approximately $30.56, having fallen by 21.67% over the past month.