Kayne Anderson Rudnick Investment Management’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	$294M	Buy	3,187,680 +16,142	+0.5%	+$1.63M	0.86%	43
2025 Q4	$289M	Sell	3,171,538 -401,056	-11%	-$36.7M	0.78%	46
2025 Q3	$334M	Sell	3,572,594 -77,631	-2%	-$7.84M	0.81%	46
2025 Q2	$363M	Sell	3,650,225 -101,174	-3%	-$10.2M	0.87%	42
2025 Q1	$402M	Buy	3,751,399 +568,741	+18%	+$63.5M	0.98%	41
2024 Q4	$359M	Sell	3,182,658 -80,126	-2%	-$10.3M	0.82%	44
2024 Q3	$428M	Buy	3,262,784 +38,191	+1%	+$4.61M	0.94%	42
2024 Q2	$361M	Buy	3,224,593 +28,601	+0.9%	+$3.32M	0.88%	43
2024 Q1	$393M	Buy	3,195,992 +44,330	+1%	+$5.15M	0.91%	40
2023 Q4	$396M	Buy	3,151,662 +1,590,377	+102%	+$172M	0.99%	39
2023 Q3	$160M	Buy	1,561,285 +1,370,105	+717%	+$138M	0.46%	64
2023 Q2	$18.6M	Buy	+191,180	New	+$15.9M	0.05%	202
2020 Q2	–	Sell	-105	Closed	-$4K	–	630
2020 Q1	$4K	Hold	105	–	–	﹤0.01%	482
2019 Q4	$5K	Hold	105	–	–	﹤0.01%	466
2019 Q3	$4K	Hold	105	–	–	﹤0.01%	453
2019 Q2	$4K	Buy	+105	New	+$3.64K	﹤0.01%	452