UFPT

UFPT

UFPT

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2023 Q2 Sep 30, 2023 Adestella Investment Management 6.9% 12.8% MYRG, UFPT -
2024 Q1 Apr 20, 2024 Headwaters Capital Management, LLC 8.8% 21.4% CLMB, QLYS, UFPT -
2024 Q1 Apr 15, 2024 Diamond Hill Small Cap Fund 8.5% 12.2% FTAI, LANC, LOB, OEC, RRR, TKO CN, UFPT, WNS -
2023 Q4 Feb 27, 2024 Summers Value Fund - 16.1% INSP, LFCR, SPOK, UFPT, UTMD, VRTV, ZIMV -
2024 Q4 Dec 31, 2024 Summers Value Fund - 27.4% ELMD, INDV, MODV, PINC, UFPT, UTMD, ZIMV -
2021 Q4 Dec 31, 2021 Summers Value Fund - 43.4% MODV, NOTV, PLXP, UFPT, UTMD -
2022 Q4 Jan 31, 2023 Summers Value Fund 7.8% -15.9% LFCR, UFPT, UTMD -
2024 Q4 Jan 30, 2025 Summers Value Partners - 27.4% ELMD, INDV, PINC, UFPT, UTMD, ZIMV -
2023 Q2 Jul 25, 2023 Diamond Hill Small Cap Fund 8.5% 12.2% ALGT, ASH, CALM, GRBK, OZK, UFPT -
2022 Q4 Jan 27, 2023 Diamond Hill Small Cap Fund 8.5% 12.2% ALGT, BBCP, ESAB, ESGRP, FTAI, GHM, GTES, ODC, RMNI, RRR, TGB, UFPT, WNS, WWW -
2022 Q4 Jan 13, 2023 Cove Street Capital Small Cap Value Fund 3.7% -6.0% AVID, CLMB, HRG, IAC, IEHC, LFCR, LTRPA, SKX, UFPT, VMD -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 16, 2025 Short Thesis Wolfpack Research UFP Technologies Inc Health Care Paper Packaging Bear NASDAQ Concentration, Medical, Packaging, Resin costs, valuation

BSD Shareholders of UFPT

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.