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River Road Asset Management’s UFP Industries UFPI Stock Holding History

River Road Asset Management’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 		$80.7M Sell
889,187
-656
-0.1% -$57.1K 0.9% 42
2026
Q1 		$82M Buy
889,843
+9,908
+1% +$1M 0.93% 38
2025
Q4 		$80.1M Buy
879,935
+343,830
+64% +$31.5M 0.88% 41
2025
Q3 		$50.1M Buy
536,105
+441,149
+465% +$44.5M 0.56% 68
2025
Q2 		$9.31M Buy
+94,956
New +$9.58M 0.12% 143

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

River Road Asset Management's UFPI Position: Q2 2026 in Review

River Road Asset Management reduced its UFP Industries (UFPI) stake by 0.07% in Q2 2026, selling an estimated $57.1K and leaving 889,187 shares worth $80.7M. The position accounts for 0.9% of the portfolio, ranked #42.

River Road Asset Management first reported a position in UFPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $82M in Q1 2026. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • River Road Asset Management held 889,187 shares of UFP Industries worth $80.7M as of Q2 2026.
  • River Road Asset Management sold 656 UFP Industries shares in Q2 2026, an estimated $57.1K.
  • UFP Industries made up 0.9% of River Road Asset Management's portfolio in Q2 2026, its #42 holding.
  • River Road Asset Management first reported a position in UFP Industries in Q2 2025 and has held it in 5 quarters since.
  • River Road Asset Management's UFP Industries position peaked at $82M in Q1 2026.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on River Road Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.