SG Capital Management
UFPI icon

SG Capital Management’s UFP Industries UFPI Stock Holding History

SG Capital 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
Q3 		– Sell
-27,040
Closed -$2.45M – 112
2026
Q2 		$2.45M Sell
27,040
-2,326
-8% -$203K 0.2% 72
2026
Q1 		$2.71M Buy
+29,366
New +$2.97M 0.18% 75
2021
Q2 		– Sell
-397,595
Closed -$30.2M – 92
2021
Q1 		$30.2M Sell
397,595
-187,598
-32% -$11.7M 8.87% 1
2020
Q4 		$32.5M Buy
585,193
+264,762
+83% +$14.5M 8.43% 1
2020
Q3 		$18.1M Buy
320,431
+128,454
+67% +$7.25M 5.21% 1
2020
Q2 		$9.5M Buy
191,977
+185,195
+2,731% +$7.88M 1.77% 19
2020
Q1 		$252K Sell
6,782
-144,689
-96% -$6.65M 0.12% 46
2019
Q4 		$7.22M Sell
151,471
-195,303
-56% -$9.2M 1.42% 26
2019
Q3 		$13.8M Sell
346,774
-164,398
-32% -$6.39M 2.62% 13
2019
Q2 		$19.5M Buy
511,172
+433,536
+558% +$15M 3.08% 9
2019
Q1 		$2.32M Buy
+77,636
New +$2.33M 0.42% 38
2018
Q4 		– Sell
-9,843
Closed -$348K – 60
2018
Q3 		$348K Sell
9,843
-286,415
-97% -$10.6M 0.09% 49
2018
Q2 		$10.8M Buy
+296,258
New +$10.4M 1.79% 17
2015
Q4 		– Sell
-319,848
Closed -$6.15M – 68
2015
Q3 		$6.15M Buy
319,848
+135,780
+74% +$2.7M 1.36% 30
2015
Q2 		$3.19M Sell
184,068
-25,173
-12% -$461K 0.8% 42
2015
Q1 		$3.87M Buy
+209,241
New +$3.64M 1.13% 36
2013
Q4 		– Sell
-639,042
Closed -$8.94M – 55
2013
Q3 		$8.94M Buy
+639,042
New +$8.51M 3.89% 9

Other funds holding UFPI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

SG Capital Management's UFPI Position: Q3 2026 in Review

SG Capital Management sold out of UFP Industries (UFPI) in Q3 2026, closing a stake of 27,040 shares — an estimated $2.45M sold.

SG Capital Management first reported a position in UFPI in Q3 2013 and held it in 17 quarters. The position peaked at $32.5M in Q4 2020. 300 funds tracked by Wall St. Rank hold UFPI as of Q3 2026.

  • SG Capital Management reported no remaining UFP Industries position as of Q3 2026 after selling out during the quarter.
  • SG Capital Management sold 27,040 UFP Industries shares in Q3 2026, an estimated $2.45M.
  • SG Capital Management first reported a position in UFP Industries in Q3 2013 and held it in 17 quarters.
  • SG Capital Management's UFP Industries position peaked at $32.5M in Q4 2020.
  • 300 funds tracked by Wall St. Rank held UFP Industries as of Q3 2026.

Based on SG Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.