SCHEDULE 13G/A: Shapiro Capital Management Discloses 9% Stake in Ultra Clean Holdings

Shapiro Capital Management LLC has filed an amended Schedule 13G, reporting a 9.0% beneficial ownership stake in Ultra Clean Holdings, Inc. as of March 31, 2025.

Summary

• Shapiro Capital Management LLC reported beneficial ownership of 4,083,404 shares of Ultra Clean Holdings, Inc. common stock.
• This ownership represents 9.0% of Ultra Clean Holdings, Inc.'s outstanding common stock.
• The event date requiring this filing was March 31, 2025, with the Schedule 13G Amendment No. 1 filed on May 14, 2025.
• Shapiro Capital Management LLC, identified as an investment adviser, holds sole voting power over 3,679,503 shares and shared voting power over 403,901 shares.
• The firm maintains sole dispositive power over all 4,083,404 beneficially owned shares.
• The securities were acquired and are held in the ordinary course of business, explicitly not for the purpose of changing or influencing the control of the issuer.

Sentiment

Score: 6

Explanation: The disclosure of a significant 9.0% stake by an investment adviser like Shapiro Capital Management LLC can be viewed as a positive signal of institutional confidence in Ultra Clean Holdings, Inc. However, the filing itself does not contain operational or financial performance data to assess the company's fundamental health, leading to a moderately positive sentiment.

Positives

• A significant institutional investor, Shapiro Capital Management LLC, has disclosed a substantial 9.0% stake in Ultra Clean Holdings, Inc., which can be interpreted as a vote of confidence in the company's prospects.
• The filing explicitly states that the shares were acquired and are held in the ordinary course of business, suggesting a long-term investment perspective rather than an activist agenda.

Future Outlook

No forward-looking statements or guidance regarding Ultra Clean Holdings, Inc.'s future performance or strategic direction are provided in this beneficial ownership disclosure.

Industry Context

This filing highlights continued institutional investor interest in companies within the semiconductor equipment and services sector, where Ultra Clean Holdings, Inc. operates. The disclosure of a significant stake by an investment adviser like Shapiro Capital Management LLC may signal perceived value or growth opportunities within this industry.

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional stake may increase investor confidence and potentially influence the company's stock price.
• Company Management: Awareness of a large institutional holder may subtly influence strategic considerations, although the filing explicitly states the stake is not for control purposes.

Key Dates

Keywords

Ultra Clean Holdings, UCTT, Shapiro Capital Management, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, SEC Filing, Investment Adviser