Capital Fund Management (CFM)
UFPI icon

Capital Fund Management (CFM)’s UFP Industries UFPI Stock Holding History

Capital Fund Management (CFM)’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.41M Buy
70,628
+14,706
+26% +$1.28M 0.03% 803
2026
Q1 		$5.15M Sell
55,922
-2,570
-4% -$260K 0.02% 879
2025
Q4 		$5.33M Buy
58,492
+35,810
+158% +$3.28M 0.01% 1164
2025
Q3 		$2.12M Buy
22,682
+12,077
+114% +$1.22M 0.01% 1759
2025
Q2 		$1.05M Buy
+10,605
New +$1.07M ﹤0.01% 1985
2024
Q3 		– Sell
-13,259
Closed -$1.49M – 2160
2024
Q2 		$1.49M Buy
13,259
+1,840
+16% +$214K ﹤0.01% 1495
2024
Q1 		$1.4M Buy
+11,419
New +$1.33M ﹤0.01% 1592
2020
Q2 		– Sell
-13,937
Closed -$518K – 1577
2020
Q1 		$518K Sell
13,937
-1,863
-12% -$85.6K 0.01% 1017
2019
Q4 		$754K Sell
15,800
-2,600
-14% -$123K 0.01% 1226
2019
Q3 		$734K Buy
18,400
+11,700
+175% +$455K 0.01% 1115
2019
Q2 		$255K Buy
+6,700
New +$232K ﹤0.01% 1445
2016
Q4 		– Sell
-9,600
Closed -$315K – 1865
2016
Q3 		$315K Buy
+9,600
New +$333K ﹤0.01% 1364
2014
Q4 		– Sell
-16,200
Closed -$231K – 1813
2014
Q3 		$231K Buy
+16,200
New +$250K ﹤0.01% 1415
2014
Q2 		– Sell
-14,400
Closed -$266K – 1950
2014
Q1 		$266K Buy
+14,400
New +$256K ﹤0.01% 1528

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital Fund Management (CFM)'s UFPI Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its UFP Industries (UFPI) stake by 26% in Q2 2026, buying an estimated $1.28M and bringing the position to 70,628 shares worth $6.41M. The position accounts for 0.03% of the portfolio, ranked #803.

Capital Fund Management (CFM) first reported a position in UFPI in Q1 2014 and has held it in 14 quarters since. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Capital Fund Management (CFM) held 70,628 shares of UFP Industries worth $6.41M as of Q2 2026.
  • Capital Fund Management (CFM) bought 14,706 UFP Industries shares in Q2 2026, an estimated $1.28M.
  • UFP Industries made up 0.03% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #803 holding.
  • Capital Fund Management (CFM) first reported a position in UFP Industries in Q1 2014 and has held it in 14 quarters since.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.