UFP INDUSTRIES INC

$UFPI
Smart money positioned

5 of the Top-200 alpha managers hold $UFPI as of the latest 13F snapshot.

13F holders
397
Insider buys · 90d
0
Congress · 90d
1trades

Smart Money · top-200 alpha cohort

5 holders · Q1 2026

$UFPI is held by 5 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.93%, with an average of 0.24% of portfolio. Largest holder: River Road Asset Management, LLC at 0.93%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 397 · Source: 13F-HR
01
Keating Investment Counselors Inc.
0.86% of portfolio
5,201,870 sh
02
Gates Foundation Trust
0.02% of portfolio
2,860,788 sh
03
Axa S.a.
0.01% of portfolio
2,154,679 sh
04
State Street
0.01% of portfolio
2,124,145 sh
05
Strategic Planning Group, LLC
0.16% of portfolio
2,118,712 sh
06
New York Life Insurance Co.
1.25% of portfolio
2,037,908 sh
07
Banyan Capital Management, Inc.
1,052,722 sh
08
Westend Capital Management, LLC
0.93% of portfolio
889,843 sh
09
Roberts Capital Advisors, LLC
0.05% of portfolio
842,208 sh
10
State Farm Mutual Automobile Insurance Co.
0.01% of portfolio
840,663 sh
See all 397 13F holders · Pro →

Insider activity · last 90 days

2 transactions · 2 filers
11 Dec 2025
Missad Matthew J
▼ SOLD
11,000
$92.26
S
26 Nov 2025
Wooldridge Michael G.
▼ SOLD
1,192
$93.43
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

4 disclosures · STOCK Act
House · Michigan · Traded Mar 3
BOUGHT
$1K–$15K
Apr 6STOCK
House · California · Traded Nov 6
SOLD
$1K–$15K
Dec 15STOCK
House · California · Traded Oct 30
SOLD
$1K–$15K
Nov 18STOCK
House · New Jersey · Traded Apr 9
SOLD
$1K–$15K
May 14STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:52 UTC.