Meritage Portfolio 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
2025 Q4	$208K	Sell	2,289 -599	-21%	-$54.8K	0.01%	306
2025 Q3	$270K	Sell	2,888 -1,552	-35%	-$157K	0.02%	292
2025 Q2	$441K	Sell	4,440 -246	-5%	-$24.8K	0.03%	258
2025 Q1	$502K	Buy	4,686 +251	+6%	+$28K	0.03%	239
2024 Q4	$500K	Buy	4,435 +489	+12%	+$63K	0.03%	248
2024 Q3	$518K	Buy	3,946 +334	+9%	+$40.3K	0.03%	248
2024 Q2	$405K	Sell	3,612 -5	-0.1%	-$581	0.03%	262
2024 Q1	$445K	Sell	3,617 -209	-5%	-$24.3K	0.03%	261
2023 Q4	$480K	Buy	3,826 +79	+2%	+$8.53K	0.03%	251
2023 Q3	$384K	Sell	3,747 -125	-3%	-$12.6K	0.03%	262
2023 Q2	$376K	Buy	3,872 +629	+19%	+$52.5K	0.03%	269
2023 Q1	$258K	Sell	3,243 -111	-3%	-$9.5K	0.02%	277
2022 Q4	$266K	Buy	3,354 +117	+4%	+$8.94K	0.02%	268
2022 Q3	$234K	Buy	3,237 +20	+0.6%	+$1.59K	0.02%	273
2022 Q2	$219K	Sell	3,217 -1	-0%	-$75	0.02%	284
2022 Q1	$248K	Buy	+3,218	New	+$268K	0.02%	300