UFPT

UFPT

UFPT

Market Cap: $1.91B

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, PWR, UFPT	Energy Transition, healthcare, infrastructure, Medical Devices, small caps, value	MYR Group benefits from the Infrastructure Investment and Jobs Act's $73B investment in electric grid and energy infrastructure. The company's backlog has reached record levels as initial disbursements begin flowing. Both T&D and C&I divisions stand to benefit from significant funding for public works projects.	MYRG UFPT	View
2025 Q2	Aug 19, 2025	Immersion Investment Partners	28.1%	17.1%	CELH, MAMA, PBPB, RDVT, UFPT	Food, fundamentals, growth, Microcap, small caps, value, volatility	Fresh and prepared foods in grocery stores has been a growing category, catalyzed by consumer demand for healthier, fast, and affordable food options. Grocery stores have been increasingly dedicating more food space to the category. Today, it is one of only a couple of categories that are seeing volume growth.	MAMA MAMA	View
2024 Q1	Apr 20, 2024	Headwaters Capital Management, LLC	8.8%	21.4%	CLMB, QLYS, SOPH.L, SWI, UFPT	cybersecurity, Distribution, growth, mid cap, software, technology, value	CLMB is a specialty IT distributor focused on cybersecurity and data center software with deep expertise in the products it distributes. The cybersecurity focus supports faster growth rates than broader IT spend, with demand backdrop for cybersecurity broadly supporting organic revenue growth. QLYS remains a critical solution within the cybersecurity ecosystem despite Microsoft partnership ending.	CLMB	View
2024 Q1	Apr 15, 2024	Diamond Hill Small Cap Fund	8.5%	12.2%	DOUG, FTAI, ISRG, LANC, LEU, LOB, OEC, OZK, RRR, SMCI, TKO.TO, UFPT, WNS	materials, rates, Regional Banks, small caps, technology, value	Small cap stocks underperformed large caps in Q1, with the Russell 2000 up 5% versus Russell 1000's 10%. More than one-quarter of the Russell 2000's return came from a single stock, Super Micro Computer. The manager continues to find compelling opportunities in small caps despite challenging valuations.		View
2024 Q1	Apr 15, 2024	THB Asset Management	10.3%	10.1%	BYON, CENX, CLNE, DOUG, FIGS, HWKN, ICHR, LIDR, LMAT, LUNA, PLUS, RELL, RES, TRNS, UCTT, UFPT, UTI, VCEL, WNC	Concentration, Economy, inflation, Micro Cap, rates, regulation, Small business	Inflation remains problematic and is a top concern among Americans, affecting their financial outlook despite robust economic conditions. Some elements have rolled over but food, energy, shelter, and insurance remain elevated, impacting daily consumer lives.	WNC	View
2023 Q4	Feb 27, 2024	Summers Value Fund	-	16.1%	ELMD, FRPT, INSP, ISDR, LFCR, MODV, OTCM, PINC, SPOK, UFPT, UTMD, VRTV, ZIMV	Biotechnology, dividends, healthcare, Long/Short, Medical Devices, small caps, value	The fund has significant exposure to medical device companies including UFP Technologies (linked to da Vinci surgical robot growth), Inspire Medical (sleep apnea devices), and Zimvie (spine and dental). The manager sees strong growth potential in surgical robotics and sleep apnea treatment markets.	ASIC\|CWAN\|INSP\|KRMN\|KTOS\|MAC\|MEG\|RH\|WYNN	View
2024 Q3	Dec 31, 2024	Adestella Investment Management	1.4%	9.3%	EVO.ST, FOUR, NBIS, PRKS, PSIX, UFPT	AI, edge, international, small caps, Structural Advantages, value	Manager emphasizes structural advantages of targeting under-the-radar small-cap opportunities, noting that while large-caps have outperformed for nearly two decades, cheaper valuations and longer compounding runways historically led smaller firms to superior performance over 80+ years prior to 2007. Current portfolio includes sub-$500M companies like Power Solutions International trading at attractive multiples.	NBIS EVO.ST PSIX	View
2024 Q4	Dec 31, 2024	Summers Value Fund	-	27.4%	AAPL, AMZN, CCSI, ELMD, GOOGL, INDV, ISRG, LFCR, META, MODV, MSFT, NVDA, OTCM, PINC, SPOK, UFPT, UTMD, VSTS, ZBH, ZIMV	healthcare, Long/Short, Medical Devices, small caps, value	Manager believes small-cap stocks are well-positioned to outperform relative to large-cap stocks going forward, driven by lower valuations, poor sentiment, and an expected uptick in M&A under the new administration. Small-cap stocks continued a multi-year trend of underperformance in 2024.	ZIMV INDV UFPT ELMD	View
2023 Q4	Dec 31, 2023	THB Asset Management	10.3%	10.1%	ATMU, BYON, CENX, HONE, ICHR, LMAT, LMB, MHO, PLPC, PLUS, RES, SKIN, TRNS, TTI, UFPT, UTI, XPRO	Commercial real estate, consumer, Electric Vehicles, inflation, interest rates, Micro Cap	EV adoption is slowing with companies like Ford losing $36,000 per EV sold and GM delaying production. Consumer concerns about charging infrastructure, range, and cost are limiting adoption. Investment opportunities exist in ICE-related companies as EV transition timelines extend.	ATMU	View
2021 Q4	Dec 31, 2021	Summers Value Fund	-	43.4%	MODV, NOTV, PLXP, UFPT, UTMD	-			View
2025 Q3	Nov 8, 2025	Summers Value Fund	20.4%	4.9%	ADMA, CCSI, DERM, ELMD, INSP, LGND, LQDA, QURE, SPOK, SPRY, UFPT, ZIMV	Biotechnology, healthcare, innovation, M&A, Pharmaceuticals, Regulatory, small cap, value	The fund has increased portfolio exposure to biopharma stocks following years of underperformance, believing they are poised for outperformance. The manager is optimistic about the innovation cycle and recognizes that large-cap companies will pay sizeable premiums to acquire attractive pipelines with large sales opportunities.		View
2023 Q3	Oct 26, 2023	Headwaters Capital Management, LLC	8.8%	21.4%	ABCM, CYRX, DHR, INSP, ISRG, QLYS, TECH, TMO, UFPT	activism, cybersecurity, healthcare, Life Sciences, mid cap, small caps, value	Weight loss drugs created significant market fears during Q3, particularly impacting healthcare stocks. The manager believes concerns about GLP-1 drugs reducing obesity and affecting medical procedures are overblown, especially for companies like Inspire Medical which could actually benefit from patients reducing BMI into treatable ranges.	ASIC\|CWAN\|INSP\|KRMN\|KTOS\|MAC\|MEG\|RH\|WYNN QLYS	View
2022 Q4	Jan 31, 2023	Summers Value Fund	7.8%	-15.9%	LFCR, UFPT, UTMD	-			View
2024 Q4	Jan 30, 2025	Summers Value Partners	-	27.4%	AAPL, AMZN, CCSI, ELMD, GOOGL, INDV, ISRG, LFCR, META, MODV, MSFT, NVDA, OTCM, PINC, SPOK, UFPT, UTMD, VSTS, ZBH, ZIMV	Concentration, healthcare, Long/Short, Medical Devices, small caps, value	Manager believes small-cap stocks are well-positioned to outperform relative to large-cap stocks going forward, driven by lower valuations, poor sentiment, and an expected uptick in M&A under the new administration. Small-cap stocks furthered a multi-year trend of underperformance in 2024, although the indexes closed positive in absolute terms.	ZIMV INDV UFPT ELMD	View
2024 Q3	Sep 30, 2024	THB Asset Management	10.3%	10.1%	ALNT, BSIG, BWMN, CEG, CLMB, HONE, HWKN, HZO, IMMR, LUMN, LUNA, MSFT, MYRG, PLUS, POOL, RBBN, TRNS, UFPT, VZ, XPRO	Data centers, Energy Transition, Federal Reserve, interest rates, Micro Cap, productivity, small caps, Utilities	Green energy transition initiatives are taking place just as demand for electricity is increasing from EVs and data centers. Utilities are raising rates to fund grid upgrades for offshore wind and neighborhood electrification investments. Solutions to the challenges facing the electrical grid and power generation needs are being developed in real time, which provides investment opportunities within small and mid-size investment universes.	RBBN	View
2023 Q2	Jul 25, 2023	Diamond Hill Small Cap Fund	8.5%	12.2%	ALGT, ASH, BKU, CALM, COOP, FIBK, GRBK, HBI, OZK, PRG, TKO.TO, UFPT, WNS	Banking, financials, healthcare, Homebuilders, small caps, technology, value	The fund weathered the banking crisis well and sees opportunities to deploy capital opportunistically. Bank OZK performed strongly due to its conservative approach and positioning during the crisis. First Interstate BancSystem struggled with the challenging banking environment.	UFPT GRBK	View
2024 Q2	Jun 30, 2024	THB Asset Management	10.3%	10.1%	ALNT, AMZN, BSIG, BYON, CRNC, DAKT, HWKN, IMMR, LIMB, LMAT, LUNA, NVDA, NVEE, PLUS, POOL, RES, TRNS, UFPT, VCEL, VITL	AI, Elections, inflation, infrastructure, Microcap, small caps, technology, value	Artificial intelligence is receiving significant media attention with companies committing billions to building infrastructure for data storage and processing. The AI ecosystem includes undiscovered companies whose products and services are necessary for continued infrastructure build-out. THB holdings participating in AI infrastructure include Limbach Holdings, NV5 Global, ePlus, and Luna Innovations.	DAKT	View
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	-			View
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	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Diamond Hill Small Cap Fund	UFP Technologies	Health Care	Health Care Equipment	Bull	NASDAQ	Acquisitions, Custom Manufacturing, Free Cash Flow, Geographic Diversification, Healthcare Equipment, margin expansion, medical technology, organic growth	View Pitch
Apr 28, 2026	Fund Letters	Adestella Investment Management	UFP Technologies	Health Care Equipment & Supplies	Health Care Equipment	Bull	NASDAQ	Family-owned Business, growth, Healthcare Equipment, Medical devices, Medtech, OEM Integration, secular growth, Single-Use Products, small-cap, Sterile Packaging	View Pitch
Apr 13, 2026	Fund Letters	Summers Value Partners	UFP Technologies	Materials	Specialty Chemicals	Bull	NASDAQ	Acquisitions, deleveraging, Healthcare Components, Intuitive Surgical, Medical Manufacturing, specialty materials, value creation	View Pitch
Apr 13, 2026	Fund Letters	Summers Value Fund	UFP Technologies	Materials	Specialty Chemicals	Bull	NASDAQ	Acquisitions, deleveraging, Intuitive Surgical Partnership, manufacturing, Medical Device Components, specialty materials, Value	View Pitch
Sep 16, 2025	Short Thesis	Wolfpack Research	UFP Technologies Inc	Health Care	Paper Packaging	Bear	NASDAQ	Concentration, Medical, Packaging, Resin costs, valuation	View Pitch

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
Israel Englander	Millennium Management LLC	$233.2B	$308,178	0.00%	1,388	-1,358	-49.45%	0.0162%
David Siegel & John Overdeck	Two Sigma Investments	$67.5B	$1.7M	0.00%	7,543	-6,726	-47.14%	0.0879%
Cliff Asness	AQR Capital Management	$190.6B	$335,709	0.00%	1,512	+269	+21.64%	0.0176%
James E. Flynn	Deerfield Management	$6.9B	$1.1M	0.02%	5,098	-13,562	-72.68%	0.0594%

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