Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
Holdings Activity Buys Sells    History
Holding/activity history for  Ultra Clean Holdings, Inc. (UCTT)
← All UCTT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 434,100 0.05 Add 5.73% <0.01 $26.14–73.80 · VW $53.87i $26,992,338 SEC
2025   Q4 410,569 0.02 Add 1.99% <0.01 $21.49–31.11 · VW $26.55i $10,399,713 SEC
2025   Q3 402,569 0.02 Add 11.78% <0.01 $21.28–29.72 · VW $24.54i $10,970,005 SEC
2025   Q2 360,139 0.02 Reduce 11.17% <0.01 $16.66–23.22 · VW $20.39i $8,128,337 SEC
2025   Q1 405,439 0.02 Add 1.12% <0.01 $20.86–40.10 · VW $28.07i $8,680,449 SEC
2024   Q4 400,939 0.03 Add 7.31% <0.01 $32.08–41.84 · VW $36.46i $14,413,757 SEC
2024   Q3 373,639 0.03 Add 10.70% <0.01 $32.33–56.47 · VW $41.08i $14,919,405 SEC
2024   Q2 337,539 0.04 Add 2.30% <0.01 $38.16–50.51 · VW $45.22i $16,539,411 SEC
2024   Q1 329,943 0.03 Reduce 20.57% <0.01 $31.01–49.25 · VW $41.89i $15,157,581 SEC
2023   Q4 415,392 0.03 Add 39.82% <0.01 $22.15–35.54 · VW $27.81i $14,181,483 SEC
2023   Q3 297,088 0.02 Add 16.51% <0.01 $28.04–40.80 · VW $34.70i $8,814,601 SEC
2023   Q2 254,979 0.03 Add 34.48% <0.01 $26.59–39.15 · VW $33.25i $9,806,492 SEC
2023   Q1 189,600 0.02 Add 18.06% <0.01 $29.01–38.84 · VW $32.99i $6,287,136 SEC
2022   Q4 160,600 0.01 Add 20.87% <0.01 $23.32–39.10 · VW $32.38i $5,323,890 SEC
2022   Q3 132,874 0.01 Add 28.98% <0.01 $25.19–36.23 · VW $30.15i $3,422,000 SEC
2022   Q2 103,016 0.01 Add 151.23% <0.01 $27.74–43.13 · VW $32.69i $3,067,000 SEC
2022   Q1 41,005 <0.01 Add 268.95% <0.01 $37.72–60.49 · VW $47.00i $1,738,000 SEC
2021   Q4 11,114 <0.01 Add 44.08% <0.01 $40.97–60.84 · VW $52.69i $637,000 SEC
2021   Q3 7,714 <0.01 Add 743.98% <0.01 $39.00–56.24 · VW $47.68i $329,000 SEC
2021   Q2 914 <0.01 Buy <0.01 $44.18–65.33 · VW $54.26i $49,000 SEC
Price snapshot:
Current price$98.25
Avg. buy price$35.33
+/- since buy178.07%
52-week low$21.28
52-week high$144.22