UTI β€” UNIVERSAL TECHNICAL INST INC COM

Ownership history in Westwind Capital  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Westwind Capital reported a position in UNIVERSAL TECHNICAL INST INC COM (UTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.16% (2025 Q3)
πŸ“Š Avg. % of fund
1.98%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

Westwind Capital Γ— UTI AI Analytics

πŸ“‰ Westwind Capital underperformed the S&P 500 by –68.9% annually on this UTI position. Average cost basis: $33.85. Maximum drawdown during holding period: –22.9%.

πŸ“ˆ Position Alpha vs SPY
-68.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 68.9% ann.
2 quarters analyzed

πŸ’° Entry Quality
$33.85
-22.8% vs current ($26.13)

Best entry: $32.55 (2025 Q3)  Β·  Worst: $33.89 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–22.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.64% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    UTI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 307,809 -9,598 -3.0% 1.64% $8.0M $26.13
2025 Q3 ADDED 317,407 +9,816 +3.2% 2.16% $10.3M $32.55
2025 Q2 INITIATED 307,591 β€” β€” 2.13% $10.4M $33.89

🏒 Other funds also holding UTI

As of 2025 Q4 β€” sorted by position size

Coliseum Capital Management, LLC 3Y 7Y 8.5% Manatuck Hill Partners, LLC 3Y 7Y 2.42% Guardian Wealth Management, Inc. 3Y 2.11% NEXT CENTURY GROWTH INVESTORS LLC 3Y 7Y 2.04% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.78% Uniplan Investment Counsel, Inc. 3Y 7Y 1.4% NEEDHAM INVESTMENT MANAGEMENT LLC 3Y 7Y 1.33% Resolute Capital Asset Partners LLC 3Y 1.14% PERRITT CAPITAL MANAGEMENT INC 3Y 7Y 1.12% AWM Investment Company, Inc. 3Y 7Y 1.1%
← Back to Westwind Capital Holdings