Bridge City Capital, LLC UCTT — Ultra Clean Holdings

Ownership history in Bridge City Capital, LLC  ·  6 quarters on record

AI Ownership Summary

Bridge City Capital, LLC reported Ultra Clean Holdings (UCTT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.4% in 2026 Q1. The latest visible filing shows UCTT at 1.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UCTT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bridge City Capital, LLC's position in Ultra Clean Holdings, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UCTT was reported at 1.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UCTT stock page Bridge City Capital, LLC fund profile Bridge City Capital, LLC full holdings
How Bridge City Capital, LLC held UCTT — position size vs. price
% of Fund (quarterly)    UCTT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 81,226 +109 +0.1% 1.40% $5.1M 2026-05-13 $85.03
2025 Q4 REDUCED 13.6% +145.5% ❌ 81,117 -12,818 -13.6% 0.60% $2.1M 2026-02-13 $55.39
2025 Q3 ADDED — — — 93,935 +11,819 +14.4% 0.68% $2.6M 2025-11-12 $26.00
2025 Q2 REDUCED — — — 82,116 -1,157 -1.4% 0.52% $1.9M 2025-08-13 $24.00
2025 Q1 REDUCED — — — 83,273 -798 -0.9% 0.53% $1.8M 2025-04-14 $19.82
2024 Q4 INITIATED — — — 84,071 — — 0.81% $3.0M 2025-02-11 $37.73

🏢 Other funds also holding UCTT

As of 2026 Q1 — sorted by position size

Divisar Capital Management LLC 3Y 7Y 6.66% Goodman Financial Corp 3Y 7Y 3.32% Redwood Grove Capital, LLC 3Y 3.26% ION Fund Management Ltd 3.08% 4D Advisors, LLC 2.96% FIRST SABREPOINT CAPITAL MANAGEMENT LP 3Y 7Y 2.82% G2 Investment Partners Management LLC 3Y 7Y 2.77% Teton Advisors, LLC 1.84% DIKER MANAGEMENT LLC 3Y 7Y 1.5% PARADIGM CAPITAL MANAGEMENT INC/NY 3Y 7Y 1.45%

FAQ About Bridge City Capital, LLC and UCTT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bridge City Capital, LLC reported owning UCTT?

Bridge City Capital, LLC reported UCTT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported UCTT position in Bridge City Capital, LLC's portfolio?

The largest reported portfolio weight for UCTT was 1.40% in 2026 Q1.

What is the latest reported UCTT position on this page?

The most recent filing on this page is 2026 Q1, when Bridge City Capital, LLC reported 81,226 shares, equal to 1.40% of portfolio, with an estimated market value of $5.1M.

What does the chart on this UCTT ownership page compare?

The chart compares Bridge City Capital, LLC's quarterly UCTT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bridge City Capital, LLC time their UCTT position?

Based on 13F filing dates vs. subsequent UCTT price moves, Bridge City Capital, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on UCTT relative to SPY over the holding period was +60.9%.

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