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Rewey Asset Management's investment thesis on Ultra Clean Holdings, Inc. ($UCTT) — Q3 2025 | Buyside Digest

$UCTTNASDAQUltra Clean Holdings, Inc.

BULL

Rewey Asset Management—UCTT

Fund Letter

Q3 2025

Published October 1, 2025

$82.88USD

+14.4% vs last month

$29.02Pitched

+185.6% since pitch

Market Cap$3.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Rewey Asset Management's RAM Smid composite returned 10.70% in 3Q25, outperforming the Russell 2500 Value Total Return index (+8.17%). On a YTD...

— Chip Rewey

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