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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
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 		$9.51M 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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SG Capital Management's UFPI Position: Q1 2026 in Review

SG Capital Management opened a new position in UFP Industries (UFPI) in Q1 2026: 29,366 shares worth $2.71M. The stake represents 0.18% of the portfolio and ranks #75 among its holdings. This is a return to the name: SG Capital Management previously reported a position in UFPI as recently as Q1 2021.

SG Capital Management first reported a position in UFPI in Q3 2013 and has held it in 16 quarters since. The position peaked at $32.5M in Q4 2020. 395 funds tracked by Wall St. Rank hold UFPI as of Q1 2026.

  • SG Capital Management held 29,366 shares of UFP Industries worth $2.71M as of Q1 2026.
  • UFP Industries was a new SG Capital Management position in Q1 2026.
  • UFP Industries made up 0.18% of SG Capital Management's portfolio in Q1 2026, its #75 holding.
  • SG Capital Management first reported a position in UFP Industries in Q3 2013 and has held it in 16 quarters since.
  • SG Capital Management's UFP Industries position peaked at $32.5M in Q4 2020.
  • 395 funds tracked by Wall St. Rank held UFP Industries as of Q1 2026.

Based on SG Capital Management's 13F filing for Q1 2026, filed 8 May 2026.