UFP Industries, Inc.
DE ˙ DB ˙ US90278Q1085
68,58 € ↓ -0,66 (-0,95%)
2026-06-04
DEL PRIS
SecurityDE:UF3 / UFP Industries, Inc.
InstitutionBridge City Capital, LLC
Latest Disclosed Ownership35,116 shares
Latest Disclosed Value $ 3,234,886
Bridge City Capital, LLC reports 0.82% decrease in ownership of UF3 / UFP Industries, Inc.

On May 13, 2026 - Bridge City Capital, LLC filed a 13F-HR form disclosing ownership of 35,116 shares of UFP Industries, Inc. (DE:UF3) valued at $2,784,699 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 35,408 shares of UFP Industries, Inc.. This represents a change in shares of -0.82% during the quarter. The current value of the position is $2,408,255 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 35,116 -292 -0.82 3,235 0.34 0.8966
2026-02-13 2025-12-31 13F Ufp Industries COM 90278Q108 35,408 -5,715 -13.90 3,224 -16.16 0.9475
2025-11-12 2025-09-30 13F Ufp Industries COM 90278Q108 41,123 -13,003 -24.02 3,845 -28.51 1.0266
2025-08-13 2025-06-30 13F Ufp Industries COM 90278Q108 54,126 -1,997 -3.56 5,378 -10.49 1.5086
2025-04-14 2025-03-31 13F UFP Industries COM 90278Q108 56,123 145 0.26 6,007 -4.73 1.8017
2025-02-11 2024-12-31 13F UFP Industries COM 90278Q108 55,978 4,176 8.06 6,306 -7.22 1.6801
2024-11-14 2024-09-30 13F UFP Industries COM 90278Q108 51,802 6,631 14.68 6,797 34.33 1.8681
2024-08-13 2024-06-30 13F UFP Industries COM 90278Q108 45,171 8,925 24.62 5,059 13.48 1.7003
2024-04-12 2024-03-31 13F UFP Industries COM 90278Q108 36,246 283 0.79 4,459 -1.26 1.6240
2024-02-13 2023-12-31 13F UFP Industries COM 90278Q108 35,963 -3,310 -8.43 4,515 12.29 1.7493
2023-11-15 2023-09-30 13F UFP Industries COM 90278Q108 39,273 -264 -0.67 4,022 4.80 2.0330
2023-08-16 2023-06-30 13F UFP Industries COM 90278Q108 39,537 28 0.07 3,837 22.24 1.8166
2023-05-15 2023-03-31 13F UFP Industries COM 90278Q108 39,509 4,957 14.35 3,140 156,850.00 1.5749
2023-01-25 2022-12-31 13F UFP Industries COM 90278Q108 34,552 -248 -0.71 3 -99.92 1.4048
2022-11-08 2022-09-30 13F UFP Industries COM 90278Q108 34,800 1,188 3.53 2,511 9.65 1.3779
2022-08-15 2022-06-30 13F UFP Industries COM 90278Q108 33,612 -59 -0.18 2,290 -11.86 1.2113
2022-05-18 2022-03-31 13F UFP Industries COM 90278Q108 33,671 -157 -0.46 2,598 -16.54 1.2139
2022-01-20 2021-12-31 13F UFP Industries COM 90278Q108 33,828 -2 -0.01 3,113 35.35 1.2837
2021-11-10 2021-09-30 13F UFP Industries COM 90278Q108 33,830 -21,381 -38.73 2,300 -43.96 1.0433
2021-08-11 2021-06-30 13F UFP Industries COM 90278Q108 55,211 -1,769 -3.10 4,104 -5.02 1.3992
2021-04-28 2021-03-31 13F UFP Industries COM 90278Q108 56,980 -562 -0.98 4,321 35.20 1.4323
2021-02-12 2020-12-31 13F UFP Industries COM 90278Q108 57,542 -593 -1.02 3,196 -2.71 1.2129
2020-11-16 2020-09-30 13F UFP Industries COM 90278Q108 58,135 -5,634 -8.84 3,285 4.05 1.5686
2020-07-15 2020-06-30 13F UFP Industries COM 90278Q108 63,769 -9,616 -13.10 3,157 15.68 1.4483
2020-05-11 2020-03-31 13F UFP Industries COM 90278Q108 73,385 73,385 2,729 1.3204
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.