Universal Logistics Holdings (ULH)

• Market cap: $1.22B
• 1 day: 0.92%
• 5 days: -4.94%
• 1 month: -3.26%
• 3 months: 4.33%
• 6 months: 17.07%
• Year to date: 62.15%
• 1 year: 69.34%
• 5 years: 143.83%
• 10 years: 64.11%
• Sector: Industrials
• Industry: Trucking, Except Local

About: Universal Logistics Holdings Inc is an asset-light provider of customized transportation and logistics solutions throughout the United States, and in Mexico, Canada and Colombia. It offers services such as truckload, brokerage, intermodal, dedicated, and value-added services. The company reports into four segments namely trucking, intermodal, company-managed brokerage, and contract logistics. The majority of the revenue is earned from the contract logistics segment.

Employees: 9,311

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

5% more capital invested

Capital invested by funds: $282M [Q2] → $297M (+$14.8M) [Q3]

2% more funds holding

Funds holding: 89 [Q2] → 91 (+2) [Q3]

0.24% less ownership

Funds ownership: 26.4% [Q2] → 26.15% (-0.24%) [Q3]