Jeff Yass’s UFP Industries UFPI Stock Holding History

Jeff Yass’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	$926K	Buy	10,200 +900	+10%	+$78.4K	﹤0.01%	8389
2026 Q1	$857K	Buy	9,300 +1,900	+26%	+$192K	﹤0.01%	8288
2025 Q4	$674K	Buy	7,400 +800	+12%	+$73.2K	﹤0.01%	8114
2025 Q3	$617K	Sell	6,600 -6,300	-49%	-$636K	﹤0.01%	8484
2025 Q2	$1.28M	Sell	12,900 -4,700	-27%	-$474K	﹤0.01%	6808
2025 Q1	$1.88M	Sell	17,600 -5,300	-23%	-$591K	﹤0.01%	5673
2024 Q4	$2.58M	Buy	22,900 +9,600	+72%	+$1.24M	﹤0.01%	4748
2024 Q3	$1.75M	Sell	13,300 -10,900	-45%	-$1.32M	﹤0.01%	5552
2024 Q2	$2.71M	Sell	24,200 -23,100	-49%	-$2.68M	﹤0.01%	4498
2024 Q1	$5.82M	Buy	47,300 +3,400	+8%	+$395K	﹤0.01%	3404
2023 Q4	$5.51M	Buy	43,900 +23,700	+117%	+$2.56M	﹤0.01%	3548
2023 Q3	$2.07M	Sell	20,200 -1,200	-6%	-$121K	﹤0.01%	5054
2023 Q2	$2.08M	Buy	21,400 +4,600	+27%	+$384K	﹤0.01%	5078
2023 Q1	$1.34M	Buy	16,800 +13,400	+394%	+$1.15M	﹤0.01%	6089
2022 Q4	$269K	Sell	3,400 -5,900	-63%	-$451K	﹤0.01%	9362
2022 Q3	$671K	Buy	9,300 +6,200	+200%	+$493K	﹤0.01%	7685
2022 Q2	$211K	Sell	3,100 -3,800	-55%	-$286K	﹤0.01%	10509
2022 Q1	$532K	Buy	6,900 +3,000	+77%	+$250K	﹤0.01%	8820
2021 Q4	$359K	Sell	3,900 -10,800	-73%	-$908K	﹤0.01%	10052
2021 Q3	$999K	Sell	14,700 -10,400	-41%	-$755K	﹤0.01%	7553
2021 Q2	$1.87M	Sell	25,100 -2,900	-10%	-$229K	﹤0.01%	6072
2021 Q1	$2.12M	Sell	28,000 -700	-2%	-$43.8K	﹤0.01%	5786
2020 Q4	$1.59M	Sell	28,700 -34,500	-55%	-$1.89M	﹤0.01%	5584
2020 Q3	$3.57M	Buy	63,200 +43,900	+227%	+$2.48M	﹤0.01%	3577
2020 Q2	$956K	Buy	19,300 +11,500	+147%	+$490K	﹤0.01%	6039
2020 Q1	$290K	Sell	7,800 -11,500	-60%	-$528K	﹤0.01%	8050
2019 Q4	$921K	Sell	19,300 -37,500	-66%	-$1.77M	﹤0.01%	5693
2019 Q3	$2.27M	Buy	+56,800	New	+$2.21M	﹤0.01%	3954
2019 Q2	–	Sell	-13,600	Closed	-$407K	–	10860
2019 Q1	$407K	Buy	+13,600	New	+$408K	﹤0.01%	6666
2018 Q4	–	Sell	-13,800	Closed	-$488K	–	9996
2018 Q3	$488K	Buy	+13,800	New	+$509K	﹤0.01%	6581
2018 Q1	–	Sell	-45,800	Closed	-$1.72M	–	10218
2017 Q4	$1.72M	Sell	45,800 -4,600	-9%	-$169K	﹤0.01%	4175
2017 Q3	$1.65M	Sell	50,400 -600	-1%	-$17.3K	﹤0.01%	4270
2017 Q2	$1.48M	Buy	51,000 +33,900	+198%	+$1.03M	﹤0.01%	4450
2017 Q1	$562K	Sell	17,100 -18,600	-52%	-$621K	﹤0.01%	6275
2016 Q4	$1.22M	Sell	35,700 -33,900	-49%	-$1.1M	﹤0.01%	5105
2016 Q3	$2.29M	Buy	69,600 +39,300	+130%	+$1.36M	﹤0.01%	3336
2016 Q2	$936K	Sell	30,300 -10,200	-25%	-$287K	﹤0.01%	5000
2016 Q1	$1.16M	Sell	40,500 -84,600	-68%	-$2.02M	﹤0.01%	4785
2015 Q4	$2.85M	Buy	125,100 +112,500	+893%	+$2.67M	﹤0.01%	3375
2015 Q3	$242K	Sell	12,600 -4,500	-26%	-$89.5K	﹤0.01%	8397
2015 Q2	$297K	Buy	+17,100	New	+$313K	﹤0.01%	8555
2013 Q3	–	Sell	-30,600	Closed	-$407K	–	8793
2013 Q2	$407K	Buy	+30,600	New	+$398K	﹤0.01%	6351

Other funds holding UFPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Jeff Yass's UFPI Position: Q2 2026 in Review

Jeff Yass reduced its UFP Industries (UFPI) stake by 18% in Q2 2026, selling an estimated $413K and leaving 22,240 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #6465.

Jeff Yass first reported a position in UFPI in Q2 2013 and has held it in 45 quarters since. The position peaked at $10.4M in Q1 2023. 382 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

Jeff Yass held 22,240 shares of UFP Industries worth $2.02M as of Q2 2026.
Jeff Yass sold 4,745 UFP Industries shares in Q2 2026, an estimated $413K.
UFP Industries made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6465 holding.
Jeff Yass first reported a position in UFP Industries in Q2 2013 and has held it in 45 quarters since.
Jeff Yass's UFP Industries position peaked at $10.4M in Q1 2023.
382 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.