Value-focused investor First Eagle Investment Management has completely sold off its position in Ultra Clean Holdings (UCTT), a key supplier of systems for the semiconductor industry. The transaction, valued at an estimated $99.22 million, involved the sale of all 695,860 shares held by the investment firm. First Eagle is known for its benchmark-agnostic approach and focus on long-term capital preservation.
As with all 13F filings, this disclosure reflects a position held at the end of the previous quarter and is not indicative of a real-time trade. The filing, dated November 10, 2026, details the firm's holdings as of September 30, 2026. Ultra Clean Holdings provides critical subsystems and services to the semiconductor capital equipment market.