Campbell & Co Investment Adviser’s UFP Industries UFPI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,391	Closed	-$400K	–	1433
2025 Q4	$400K	Sell	4,391 -13,252	-75%	-$1.21M	0.02%	901
2025 Q3	$1.65M	Sell	17,643 -18,335	-51%	-$1.85M	0.12%	248
2025 Q2	$3.57M	Buy	+35,978	New	+$3.63M	0.23%	93
2024 Q4	–	Sell	-22,326	Closed	-$2.93M	–	1381
2024 Q3	$2.93M	Buy	+22,326	New	+$2.7M	0.22%	103
2024 Q2	–	Sell	-5,422	Closed	-$667K	–	1362
2024 Q1	$667K	Sell	5,422 -956	-15%	-$111K	0.06%	575
2023 Q4	$801K	Sell	6,378 -2,173	-25%	-$235K	0.07%	481
2023 Q3	$876K	Sell	8,551 -16,150	-65%	-$1.63M	0.1%	311
2023 Q2	$2.4M	Buy	24,701 +20,304	+462%	+$1.69M	0.43%	11
2023 Q1	$349K	Sell	4,397 -4,678	-52%	-$400K	0.07%	555
2022 Q4	$719K	Buy	+9,075	New	+$693K	0.17%	177
2022 Q1	–	Sell	-6,871	Closed	-$632K	–	921
2021 Q4	$632K	Buy	+6,871	New	+$578K	0.22%	131
2021 Q3	–	Sell	-14,371	Closed	-$1.07M	–	780
2021 Q2	$1.07M	Buy	+14,371	New	+$1.13M	0.44%	33
2021 Q1	–	Sell	-5,837	Closed	-$324K	–	612
2020 Q4	$324K	Sell	5,837 -10,700	-65%	-$587K	0.2%	206
2020 Q3	$935K	Buy	+16,537	New	+$933K	0.7%	11
2019 Q4	–	Sell	-6,120	Closed	-$244K	–	857
2019 Q3	$244K	Buy	+6,120	New	+$238K	0.09%	469
2018 Q2	–	Sell	-19,404	Closed	-$630K	–	538
2018 Q1	$630K	Buy	+19,404	New	+$688K	0.53%	27
2015 Q3	–	Sell	-19,662	Closed	-$341K	–	391
2015 Q2	$341K	Buy	+19,662	New	+$360K	0.29%	110