UFP Industries, Inc.
DE ˙ DB ˙ US90278Q1085
69,62 € ↑1,34 (1,96%)
2026-06-02
DEL PRIS
SecurityDE:UF3 / UFP Industries, Inc.
InstitutionBoston Partners
Latest Disclosed Ownership1,803,658 shares
Latest Disclosed Value $ 166,144,914
Boston Partners reports 2.68% decrease in ownership of UF3 / UFP Industries, Inc.

On May 11, 2026 - Boston Partners filed a 13F-HR form disclosing ownership of 1,803,658 shares of UFP Industries, Inc. (DE:UF3) valued at $143,030,079 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,853,286 shares of UFP Industries, Inc.. This represents a change in shares of -2.68% during the quarter. The current value of the position is $125,570,670 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)
2026-05-11 2026-03-31 13F UFP INDUSTRIES COM 90278Q108 1,803,658 -49,628 -2.68 166,145 -1.57 0.1740
2026-02-13 2025-12-31 13F UFP INDUSTRIES COM 90278Q108 1,853,286 -34,174 -1.81 168,796 -4.34 0.1748
2025-11-13 2025-09-30 13F UFP INDUSTRIES COM 90278Q108 1,887,460 39,957 2.16 176,449 -3.88 0.1812
2025-08-12 2025-06-30 13F/A-1 UFP INDUSTRIES COM 90278Q108 1,847,503 378,203 25.74 183,569 16.72 0.2039
2025-08-07 2025-06-30 13F UFP INDUSTRIES COM 90278Q108 1,838,108 368,808 182,636 0.0839
2025-05-13 2025-03-31 13F UFP INDUSTRIES COM 90278Q108 1,469,300 797,069 118.57 157,270 107.66 0.1902
2025-02-11 2024-12-31 13F UFP INDUSTRIES COM 90278Q108 672,231 337,463 100.81 75,736 72.41 0.0921
2024-11-12 2024-09-30 13F UFP INDUSTRIES COM 90278Q108 334,768 334,768 43,927 0.0518
2024-02-07 2023-12-31 13F UFP INDUSTRIES COM 90278Q108 0 -8,573 -100.00 0 -100.00
2023-11-08 2023-09-30 13F UFP INDUSTRIES COM 90278Q108 8,573 0 0.00 878 5.41 0.0012
2023-08-10 2023-06-30 13F UFP INDUSTRIES COM 90278Q108 8,573 -8,150 -48.74 832 -37.35 0.0011
2023-05-09 2023-03-31 13F UFP INDUSTRIES COM 90278Q108 16,723 0 0.00 1,329 0.23 0.0018
2023-02-08 2022-12-31 13F UFP INDUSTRIES COM 90278Q108 16,723 387 2.37 1,325 12.38 0.0018
2022-11-09 2022-09-30 13F UFP INDUSTRIES COM 90278Q108 16,336 327 2.04 1,179 8.07 0.0017
2022-08-10 2022-06-30 13F UFP INDUSTRIES COM 90278Q108 16,009 0 0.00 1,091 -11.66 0.0015
2022-05-10 2022-03-31 13F UFP INDUSTRIES COM 90278Q108 16,009 465 2.99 1,235 -13.64 0.0015
2022-02-04 2021-12-31 13F UFP INDUSTRIES COM 90278Q108 15,544 0 0.00 1,430 35.29 0.0017
2021-11-05 2021-09-30 13F UFP INDUSTRIES COM 90278Q108 15,544 -2,240 -12.60 1,057 -20.05 0.0013
2021-08-12 2021-06-30 13F UFP INDUSTRIES COM 90278Q108 17,784 -2,535 -12.48 1,322 -14.21 0.0017
2021-05-10 2021-03-31 13F UFP INDUSTRIES COM 90278Q108 20,319 -1,696 -7.70 1,541 26.00 0.0021
2021-02-10 2020-12-31 13F/A-1 UFP INDUSTRIES COM 90278Q108 22,015 -1,865 -7.81 1,223 -9.34 0.0019
2021-02-04 2020-12-31 13F UFP INDUSTRIES COM 90278Q108 22,015 -1,865 1,223 733.7273
2020-11-13 2020-09-30 13F/A-1 UFP INDUSTRIES COM 90278Q108 23,880 -229 -0.95 1,349 12.98 0.0025
2020-11-09 2020-09-30 13F UFP INDUSTRIES COM 90278Q108 24,109 0 1,194 876.5382
2020-08-12 2020-06-30 13F UFP INDUSTRIES COM 90278Q108 24,109 24,109 1,194 0.0022
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.