UFP Industries, Inc.
DE ˙ DB ˙ US90278Q1085
68,58 € ↓ -0,66 (-0,95%)
2026-06-04
DEL PRIS
SecurityDE:UF3 / UFP Industries, Inc.
InstitutionAxq Capital, Lp
Latest Disclosed Ownership4,698 shares
Latest Disclosed Value $ 432,780
Axq Capital, Lp reports 69.24% increase in ownership of UF3 / UFP Industries, Inc.

On May 13, 2026 - Axq Capital, Lp filed a 13F-HR form disclosing ownership of 4,698 shares of UFP Industries, Inc. (DE:UF3) valued at $372,551 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,776 shares of UFP Industries, Inc.. This represents a change in shares of 69.24% during the quarter. The current value of the position is $322,189 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F UFP INDUSTRIES COM 90278Q108 4,698 1,922 69.24 433 71.43 0.0557
2026-02-10 2025-12-31 13F UFP INDUSTRIES COM 90278Q108 2,776 2,776 253 0.0570
2025-05-13 2025-03-31 13F UFP INDUSTRIES COM 90278Q108 0 -2,834 -100.00 0 -100.00
2025-02-11 2024-12-31 13F UFP INDUSTRIES COM 90278Q108 2,834 2,834 319 0.1437
2024-11-14 2024-09-30 13F UFP INDUSTRIES COM 90278Q108 0 -4,143 -100.00 0 -100.00
2024-08-13 2024-06-30 13F UFP INDUSTRIES COM 90278Q108 4,143 1,553 59.96 464 45.91 0.1084
2024-05-14 2024-03-31 13F UFP INDUSTRIES COM 90278Q108 2,590 -260 -9.12 319 -10.92 0.0764
2024-02-13 2023-12-31 13F UFP INDUSTRIES COM 90278Q108 2,850 2,850 358 0.0953
2023-11-14 2023-09-30 13F UFP INDUSTRIES COM 90278Q108 0 -2,540 -100.00 0 -100.00
2023-08-11 2023-06-30 13F UFP INDUSTRIES COM 90278Q108 2,540 2,540 247 0.3046
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.