UFP Industries, Inc.
DE ˙ DB ˙ US90278Q1085
68,58 € ↓ -0,66 (-0,95%)
2026-06-04
DEL PRIS
SecurityDE:UF3 / UFP Industries, Inc.
InstitutionKennedy Capital Management, Inc.
Latest Disclosed Ownership204,204 shares
Latest Disclosed Value $ 18,811,272
Kennedy Capital Management, Inc. reports 25.42% decrease in ownership of UF3 / UFP Industries, Inc.

On May 13, 2026 - Kennedy Capital Management, Inc. filed a 13F-HR form disclosing ownership of 204,204 shares of UFP Industries, Inc. (DE:UF3) valued at $16,193,377 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 273,818 shares of UFP Industries, Inc.. This represents a change in shares of -25.42% during the quarter. The current value of the position is $14,004,310 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.

Upgrade to unlock premium data and export to Excel .

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 204,204 -69,614 -25.42 18,811 -24.55 0.3984
2026-02-13 2025-12-31 13F UFP Industries COM 90278Q108 273,818 28,958 11.83 24,931 8.91 0.5280
2025-11-13 2025-09-30 13F UFP Industries COM 90278Q108 244,860 61,990 33.90 22,892 25.99 0.5060
2025-08-13 2025-06-30 13F UFP Industries COM 90278Q108 182,870 30,990 20.40 18,170 11.76 0.4332
2025-05-13 2025-03-31 13F UFP Industries COM 90278Q108 151,880 19,843 15.03 16,257 9.31 0.3884
2025-02-13 2024-12-31 13F UFP Industries COM 90278Q108 132,037 -21,569 -14.04 14,874 -26.20 0.3303
2024-11-14 2024-09-30 13F UFP Industries COM 90278Q108 153,606 -38,907 -20.21 20,155 -6.53 0.4450
2024-08-14 2024-06-30 13F UFP INDUSTRIES COM 90278Q108 192,513 -7,314 -3.66 21,561 -12.28 0.4608
2024-05-15 2024-03-31 13F UFP Industries COM 90278Q108 199,827 6,346 3.28 24,581 1.19 0.5057
2024-02-14 2023-12-31 13F UFP Industries COM 90278Q108 193,481 -73,433 -27.51 24,292 -11.12 0.5305
2023-11-14 2023-09-30 13F UFP Industries COM 90278Q108 266,914 -7,872 -2.86 27,332 2.49 0.6661
2023-08-14 2023-06-30 13F UFP Industries COM 90278Q108 274,786 67,332 32.46 26,668 61.76 0.6216
2023-05-15 2023-03-31 13F UFP INDUSTRIES COM 90278Q108 207,454 -12,027 -5.48 16,486 -5.21 0.4849
2023-02-14 2022-12-31 13F UFP INDUSTRIES COM 90278Q108 219,481 -17,513 -7.39 17,394 1.71 0.4911
2022-11-14 2022-09-30 13F UFP INDUSTRIES COM 90278Q108 236,994 -126,459 -34.79 17,101 -30.95 0.5033
2022-08-10 2022-06-30 13F UFP INDUSTRIES COM 90278Q108 363,453 -39,175 -9.73 24,766 -20.28 0.6939
2022-05-16 2022-03-31 13F UFP INDUSTRIES COM 90278Q108 402,628 -17,305 -4.12 31,067 -19.59 0.7349
2022-02-14 2021-12-31 13F UFP INDUSTRIES COM 90278Q108 419,933 36,025 9.38 38,638 48.05 0.8144
2021-11-15 2021-09-30 13F UFP INDUSTRIES COM 90278Q108 383,908 -9,406 -2.39 26,098 -10.74 0.5847
2021-08-16 2021-06-30 13F UFP INDUSTRIES COM 90278Q108 393,314 -61,858 -13.59 29,239 -15.30 0.6282
2021-05-14 2021-03-31 13F UFP INDUSTRIES COM 90278Q108 455,172 -23,956 -5.00 34,520 29.70 0.6947
2021-02-12 2020-12-31 13F UFP INDUSTRIES COM 90278Q108 479,128 58,320 13.86 26,616 11.93 0.6013
2020-11-16 2020-09-30 13F UFP INDUSTRIES COM 90278Q108 420,808 -31,527 -6.97 23,780 6.18 0.6807
2020-08-14 2020-06-30 13F UFP INDUSTRIES COM 90278Q108 452,335 -15,639 -3.34 22,395 28.68 0.6480
2020-05-15 2020-03-31 13F UFP INDUSTRIES COM 90278Q108 467,974 467,974 17,404 0.6400
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.