Letters by company
Ultra Clean Holdings, Inc.
5 letters discussing UCTT. Everything written about it on this site is on its ticker page.
- Rewey Asset Management 2Q26 RAM added five positions, sold four including Webster and Cross Country following acquisition offers, and raised cash modestly after selling strength. The portfolio trimmed Ultra Clean Holdings after semiconductor-capex optimism lifted the shares, retained Orthofix after CMS reversed a reimbursement decision, and built Vontier on its cash generation, deleveraging and buyback program. 2Q26 VNT $4.3BOFIX $388MUCTT $3.3B
- Royce Investment Partners Royce Capital Fund–Micro-Cap Portfolio Manager Commentary Capital Micro-Cap concentrated its strongest holdings in AI infrastructure suppliers, while exiting PAR Technology and Forward Air after deteriorating economics. The portfolio added to PowerFleet and EVI Industries, and began reallocating technology winners toward discounted staffing, software, agriculture, commercial-vehicle and medical-technology opportunities. first half of 2026 AAOI $11BAIOT $364MAORT $1.1B
- Royce Investment Partners Royce Small-Cap Opportunity Fund Manager Commentary Royce Small-Cap Opportunity Fund retained exposure to semiconductor and AI-infrastructure beneficiaries while selling Applied Optoelectronics and Penguin Solutions at valuation targets. It exited Kyndryl and EPAM, added to OptimizeRx and Tandem Diabetes Care, and shifted capital toward cyclicals, North American energy, cybersecurity, and niche software. first half of 2026 AAOI $11BAORT $1.1BCOHU $3.5B
- Royce Investment Partners Royce Small-Cap Fund Manager Commentary Royce Small-Cap Fund favored Element Solutions, Onto Innovation, MKS, Ultra Clean Holdings, and Arcosa, citing AI-linked process complexity, semiconductor capacity investment, specialty chemicals, and infrastructure demand. It exited PAR Technology, ADMA Biologics, Kyndryl Holdings, and TransMedics Group as execution, balance-sheet, or earnings concerns weakened the original theses, while adding to MAXIMUS. year-to-date period ended 6/30/26 ACA $7.2BADMA $2.3BESI $9B
- First Eagle Investments Small Cap Opportunity Fund Commentary Small Cap Opportunity Fund emphasized valuation discipline after sharp gains in parts of the portfolio, directing proceeds toward undervalued healthcare, consumer-staples and idiosyncratic opportunities. Semiconductor suppliers Vishay, Silicon Motion, Ultra Clean, Cohu and TTM benefited from AI infrastructure spending, while the fund retained Oil States and Murphy Oil on backlog, specialty positioning and a potentially transformational Vietnam discovery. second quarter 2026 AORT $1.1BCENX $3.6BCOHU $3.5B
