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Covalent Partners’s UFP Industries UFPI Stock Holding History

Covalent Partners’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
Q1 		$1.11M Sell
12,000
-4,000
-25% -$404K 6.3% 6
2025
Q4 		$1.46M Sell
16,000
-2,500
-14% -$229K 6.44% 4
2025
Q3 		$1.73M Buy
+18,500
New +$1.87M 6.51% 5
2022
Q3 		– Sell
-7,500
Closed -$511K – 51
2022
Q2 		$511K Sell
7,500
-37,500
-83% -$2.83M 0.64% 20
2022
Q1 		$3.47M Sell
45,000
-15,000
-25% -$1.25M 2.94% 10
2021
Q4 		$5.52M Sell
60,000
-21,000
-26% -$1.77M 4.68% 5
2021
Q3 		$5.51M Buy
81,000
+14,000
+21% +$1.02M 9.14% 1
2021
Q2 		$4.98M Buy
67,000
+7,000
+12% +$553K 4.36% 3
2021
Q1 		$4.55M Buy
60,000
+6,000
+11% +$376K 7.92% 2
2020
Q4 		$3M Buy
+54,000
New +$2.96M 8.24% 4
2019
Q2 		– Sell
-100,135
Closed -$2.99M – 26
2019
Q1 		$2.99M Sell
100,135
-11,580
-10% -$348K 5.7% 7
2018
Q4 		$2.9M Sell
111,715
-29,800
-21% -$856K 4.69% 9
2018
Q3 		$5M Sell
141,515
-22,537
-14% -$831K 6.33% 6
2018
Q2 		$6.01M Buy
164,052
+25,708
+19% +$901K 6.44% 6
2018
Q1 		$4.49M Sell
138,344
-53,499
-28% -$1.9M 4.28% 14
2017
Q4 		$7.22M Sell
191,843
-344,320
-64% -$12.7M 6.12% 5
2017
Q3 		$17.5M Sell
536,163
-271,935
-34% -$7.85M 11.91% 1
2017
Q2 		$23.5M Buy
+808,098
New +$24.6M 11.13% 1
2016
Q1 		– Sell
-140,628
Closed -$3.21M – 39
2015
Q4 		$3.21M Sell
140,628
-466,365
-77% -$11.1M 0.82% 26
2015
Q3 		$11.7M Buy
+606,993
New +$12.1M 2.46% 19

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Covalent Partners's UFPI Position: Q1 2026 in Review

Covalent Partners reduced its UFP Industries (UFPI) stake by 25% in Q1 2026, selling an estimated $404K and leaving 12,000 shares worth $1.11M. The position accounts for 6.3% of the portfolio, ranked #6.

Covalent Partners first reported a position in UFPI in Q3 2015 and has held it in 20 quarters since. The position peaked at $23.5M in Q2 2017. 395 funds tracked by Wall St. Rank hold UFPI as of Q1 2026.

  • Covalent Partners held 12,000 shares of UFP Industries worth $1.11M as of Q1 2026.
  • Covalent Partners sold 4,000 UFP Industries shares in Q1 2026, an estimated $404K.
  • UFP Industries made up 6.3% of Covalent Partners's portfolio in Q1 2026, its #6 holding.
  • Covalent Partners first reported a position in UFP Industries in Q3 2015 and has held it in 20 quarters since.
  • Covalent Partners's UFP Industries position peaked at $23.5M in Q2 2017.
  • 395 funds tracked by Wall St. Rank held UFP Industries as of Q1 2026.

Based on Covalent Partners's 13F filing for Q1 2026, filed 15 May 2026.