Universal Logistics Holdings (ULH)

• Market cap: $696M
• 1 day: 0.42%
• 5 days: 6.32%
• 1 month: -2.04%
• 3 months: 9.08%
• 6 months: -3.86%
• Year to date: -39.59%
• 1 year: -36.27%
• 5 years: 28.74%
• 10 years: 35.47%
• Sector: Industrials
• Industry: Trucking

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: 10,821

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

1.33% more ownership

Funds ownership: 27.97% [Q1] → 29.29% (+1.33%) [Q2]

1% more capital invested

Capital invested by funds: $193M [Q1] → $196M (+$2.71M) [Q2]

18% less funds holding

Funds holding: 88 [Q1] → 72 (-16) [Q2]

88% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 17