SCHEDULE: Wasatch Advisors Boosts Camtek Stake to 7.7%

Wasatch Advisors LP has increased its beneficial ownership in Camtek Ltd. to 7.7% of the ordinary shares, holding 3,529,165 shares.

Summary

• Wasatch Advisors LP reported beneficial ownership of 3,529,165 ordinary shares of Camtek Ltd. as of June 30, 2025.
• This represents 7.7% of Camtek Ltd.'s outstanding ordinary shares.
• Wasatch Advisors LP, an investment adviser, holds these shares in the ordinary course of business and not for the purpose of changing or influencing control of Camtek Ltd.
• Wasatch Advisors LP has sole voting power over 2,485,296 shares and sole dispositive power over 3,506,727 shares.

Sentiment

Score: 6

Explanation: The filing indicates increased institutional ownership by a reputable investment adviser, which is generally viewed as a positive signal of confidence in the company. However, it is a routine disclosure and does not contain operational or financial performance data.

Positives

• Increased institutional ownership by Wasatch Advisors LP, indicating confidence in Camtek Ltd.'s prospects.
• The investment is for ordinary course of business, not for control, suggesting a long-term investment perspective from a significant institutional investor.

Negatives

• No direct negatives are indicated in this beneficial ownership filing.

Risks

• No specific risks related to Camtek Ltd. are disclosed in this beneficial ownership filing, as it is a report of ownership.

Future Outlook

This filing, a Schedule 13G, does not provide forward-looking statements or guidance regarding Camtek Ltd.'s future outlook.

Management Comments

• Wasatch Advisors LP certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Camtek Ltd.

Industry Context

This filing primarily concerns a change in beneficial ownership by an investment adviser and does not provide specific industry context or competitive analysis for Camtek Ltd.

Comparison to Industry Standards

• This filing is a disclosure of beneficial ownership and does not contain information for comparison to industry standards, specific comparable companies, projects, or results.

Stakeholder Impact

• Shareholders may view the increased stake by Wasatch Advisors LP as a positive indicator of institutional confidence in Camtek Ltd.

Next Steps

• Wasatch Advisors LP will continue to file amendments to this Schedule 13G as required by SEC regulations if there are material changes to its beneficial ownership.

Key Dates

Recommendation

The filing indicates a significant increase in institutional ownership by Wasatch Advisors LP, suggesting a vote of confidence in Camtek Ltd. However, this filing is solely an ownership disclosure and does not provide financial performance or operational updates necessary for a definitive 'buy' or 'sell' recommendation. It primarily reinforces a 'hold' position for investors who may see this as a positive signal of long-term institutional interest.

Keywords

Camtek Ltd, Wasatch Advisors LP, Beneficial Ownership, SEC Filing, Schedule 13G, Investment Adviser, Ordinary Shares, M20791105