UFP Industries, Inc.
DE ˙ DB ˙ US90278Q1085
69,62 € ↑1,34 (1,96%)
2026-06-02
DEL PRIS
SecurityDE:UF3 / UFP Industries, Inc.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership3,759 shares
Latest Disclosed Value $ 346,279
Captrust Financial Advisors reports 13.51% decrease in ownership of UF3 / UFP Industries, Inc.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 3,759 shares of UFP Industries, Inc. (DE:UF3) valued at $298,089 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,346 shares of UFP Industries, Inc.. This represents a change in shares of -13.51% during the quarter. The current value of the position is $261,702 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)
2026-05-14 2026-03-31 13F UFP INDUSTRIES INC COM Stock 90278Q108 3,759 -587 -13.51 346 -12.41 0.0006
2026-02-17 2025-12-31 13F UFP INDUSTRIES INC COM Stock 90278Q108 4,346 171 4.10 396 1.28 0.0008
2025-11-19 2025-09-30 13F UFP INDUSTRIES INC COM Stock 90278Q108 4,175 131 3.24 390 -2.74 0.0008
2025-08-15 2025-06-30 13F UFP INDUSTRIES INC COM Stock 90278Q108 4,044 -1,023 -20.19 402 -26.01 0.0009
2025-05-15 2025-03-31 13F UFP INDUSTRIES INC COM Stock 90278Q108 5,067 906 21.77 542 15.81 0.0014
2025-02-14 2024-12-31 13F UFP INDUSTRIES INC COM Stock 90278Q108 4,161 -95 -2.23 469 -16.13 0.0013
2024-11-14 2024-09-30 13F UFP INDUSTRIES INC COM Stock 90278Q108 4,256 -27 -0.63 558 16.49 0.0017
2024-08-15 2024-06-30 13F UFP INDUSTRIES INC COM Stock 90278Q108 4,283 -37 -0.86 480 -9.79 0.0015
2024-05-15 2024-03-31 13F UFP INDUSTRIES INC COM Stock 90278Q108 4,320 -3,919 -47.57 531 -48.65 0.0020
2024-02-14 2023-12-31 13F UFP INDUSTRIES INC COM Stock 90278Q108 8,239 2,183 36.05 1,034 66.77 0.0036
2023-11-15 2023-09-30 13F UFP INDUSTRIES INC COM Stock 90278Q108 6,056 -6,740 -52.67 620 -50.04 0.0024
2023-08-15 2023-06-30 13F UFP INDUSTRIES INC COM Stock 90278Q108 12,796 8,343 187.36 1,242 251.56 0.0049
2023-05-15 2023-03-31 13F UFP INDUSTRIES INC COM Stock 90278Q108 4,453 19 0.43 354 0.57 0.0016
2023-02-15 2022-12-31 13F UFP INDUSTRIES INC COM Stock 90278Q108 4,434 -11 -0.25 351 9.35 0.0018
2022-11-16 2022-09-30 13F UFP INDUSTRIES INC COM Stock 90278Q108 4,445 267 6.39 321 12.63 0.0019
2022-08-23 2022-06-30 13F/A-1 UFP INDUSTRIES INC COM Common Stock 90278Q108 4,178 106 2.60 285 -9.24 0.0018
2022-08-16 2022-06-30 13F UFP INDUSTRIES INC COM COM 90278Q108 4,313 241 294 0.0021
2022-05-16 2022-03-31 13F UFP INDUSTRIES COM 90278Q108 4,072 2,131 109.79 314 75.42 0.0020
2022-02-14 2021-12-31 13F UFP INDUSTRIES INC COM Common Stock 90278Q108 1,941 -1,468 -43.06 179 -22.84 0.0012
2021-11-16 2021-09-30 13F UFP INDUSTRIES INC COM Common Stock 90278Q108 3,409 289 9.26 232 0.00 0.0019
2021-08-16 2021-06-30 13F UFP INDUSTRIES INC COM Common Stock 90278Q108 3,120 -73 -2.29 232 -4.13 0.0022
2021-05-17 2021-03-31 13F UFP INDUSTRIES INC COM Common Stock 90278Q108 3,193 3,066 2,414.17 242 3,357.14 0.0026
2021-02-16 2020-12-31 13F UFP INDUSTRIES INC COM Common Stock 90278Q108 127 60 89.55 7 75.00 0.0001
2020-11-17 2020-09-30 13F UFP INDUSTRIES INC COM Common Stock 90278Q108 67 67 4 0.0001
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.