Chuck Royce's UFPI Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 824,386 shares of UFP Industries, Inc. (UFPI) worth $75.94 M, representing 0.75% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in UFPI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 578,738 shares. Largest reduction occurred in Q4 2021, reducing 147,428 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's UFP Industries (UFPI) Holding Value Over Time
Track share changes against reported price movement
Quarterly UFP Industries (UFPI) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +17,991 | Add 2.23% | 824,386 | $92.12 |
| Q4 2025 | +38,021 | Add 4.95% | 806,395 | $91.05 |
| Q3 2025 | -17,748 | Reduce 2.26% | 768,374 | $93.49 |
| Q2 2025 | +88,811 | Add 12.74% | 786,122 | $99.36 |
| Q1 2025 | +68,742 | Add 10.94% | 697,311 | $107.04 |
| Q4 2024 | +8,257 | Add 1.33% | 628,569 | $112.65 |
| Q3 2024 | -31,639 | Reduce 4.85% | 620,312 | $131.21 |
| Q2 2024 | -19,366 | Reduce 2.88% | 651,951 | $112.00 |
| Q1 2024 | -28,672 | Reduce 4.10% | 671,317 | $123.01 |
| Q4 2023 | -93,324 | Reduce 11.76% | 699,989 | $125.55 |
| Q3 2023 | +131,253 | Add 19.82% | 793,313 | $102.40 |
| Q2 2023 | +2,986 | Add 0.45% | 662,060 | $97.05 |
| Q1 2023 | +69,810 | Add 11.85% | 659,074 | $79.47 |
| Q4 2022 | +28,350 | Add 5.05% | 589,264 | $79.25 |
| Q3 2022 | -141,493 | Reduce 20.14% | 560,914 | $72.16 |
| Q2 2022 | -106,869 | Reduce 13.21% | 702,407 | $68.14 |
| Q1 2022 | -66,630 | Reduce 7.61% | 809,276 | $77.16 |
| Q4 2021 | -147,428 | Reduce 14.41% | 875,906 | $92.01 |
| Q3 2021 | +79,320 | Add 8.40% | 1.02 M | $67.98 |
| Q2 2021 | +733 | Add 0.08% | 944,014 | $74.34 |
| Q1 2021 | +578,738 | Add 158.76% | 943,281 | $75.84 |
| Q4 2020 | +147,899 | Add 68.27% | 364,543 | $55.55 |
| Q3 2020 | -661 | Reduce 0.30% | 216,644 | $56.51 |
| Q2 2020 | +217,305 | New Buy | 217,305 | $49.51 |
Chuck Royce's UFP Industries Investment FAQs
Chuck Royce first purchased UFP Industries, Inc. (UFPI) in Q2 2020, acquiring 217,305 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held UFP Industries, Inc. (UFPI) for 24 quarters since Q2 2020.
Chuck Royce's largest addition to UFP Industries, Inc. (UFPI) was in Q1 2021, adding 943,281 shares worth $71.54 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 824,386 shares of UFP Industries, Inc. (UFPI), valued at approximately $75.94 M.
As of the Q1 2026 filing, UFP Industries, Inc. (UFPI) represents approximately 0.75% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in UFP Industries, Inc. (UFPI) was 1,023,334 shares, as reported at the end of Q3 2021.