There’s a certain poetry to watching someone sell 205,893 shares of a company while humming “Goodbye, Yellow Brick Road.” On January 6, 2026, Weybosset Research & Management LLC did precisely that, waving adieu to $3.3 million worth of MaxLinear stock. I imagine the broker’s finger hovering over the sell button, thinking, “This is fine,” before the digital confetti of capital gains taxes rained down.
The Art of Letting Go
According to a SEC filing that arrived like a tax audit in the mail, Weybosset fully divested its MaxLinear stake. The math checks out: 205,893 shares at the quarter’s average price equals roughly $3.3 million. Poof. Gone. The fund’s portfolio now reads like a “before” photo in a financial magazine, minus the 1.1% chunk previously devoted to a company that’s underperformed the S&P 500 by 25 percentage points. That’s like betting on a thoroughbred and getting a carousel horse that’s lost its paint.
Portfolio Aftermath
Now Weybosset’s top holdings include NASDAQ:FTAI, which I assume is pronounced “eff-tie” by people who own yachts. Their new lineup reads like a bingo card of corporate buzzwords: “industrial,” “communications,” “platform solutions.” Meanwhile, MaxLinear’s stock price slumped to $18.13, down 11.4% year-over-year. My Aunt Mabel could’ve told you that-she once lost $20,000 on a “hot” semiconductor tip from her manicurist. Turns out manicures and market timing don’t mix.
| Metric | Value |
|---|---|
| Revenue (TTM) | $423.37 million |
| Net Income (TTM) | ($179.62 million) |
| Price (as of market close January 5, 2026) | $18.13 |
| One-Year Price Change | (11.4%) |
The MaxLinear Experience
Picture a company that sells “RF, high-performance analog, and mixed-signal SoC solutions” to people who nod knowingly at words like “broadband” and “OEM.” Their product page probably features a lot of blue gradients and stock photos of people in lab coats staring at glowing screens. But here’s the kicker: revenue’s down 62% since 2022, and net income went from $101 million in profit to a $180 million loss. That’s not a business-it’s a modern art installation titled What Just Happened?
Investor Takeaway
Weybosset’s exit screams, “Abandon ship!” while tossing a life preserver labeled “Too Late.” Retail investors might want to treat MaxLinear like my cousin treats dating apps: with skepticism and a firm grasp on the back button. The company’s three-year decline-42% since 2023-is the financial equivalent of watching a houseplant slowly die because you forgot to water it. Or maybe you overwatered it. Either way, the plant’s dead, and so is the share price.
Glossary (For the Rest of Us)
- 13F AUM: Wall Street’s version of show-and-tell, where everyone lies about how much money they have.
- TTM: The 12-month period where companies pray nobody notices the accounting tricks.
- OEM: When one company makes your product so poorly you’d rather build it yourself. But don’t.
As the market’s revolving door spins, MaxLinear’s shareholders might want to invest in something less dramatic-like a savings account or a therapy fund. 📉
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2026-01-07 19:37