Joel Greenblatt's UFPI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 21,970 shares of UFP Industries, Inc. (UFPI) worth $2.02 M, representing 0.01% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in UFPI, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 21,733 shares. Largest reduction occurred in Q4 2020, reducing 23,331 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's UFP Industries (UFPI) Holding Value Over Time
Track share changes against reported price movement
Quarterly UFP Industries (UFPI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -3,187 | Reduce 12.67% | 21,970 | $92.12 |
| Q4 2025 | +3,424 | Add 15.75% | 25,157 | $91.05 |
| Q3 2025 | +21,733 | New Buy | 21,733 | $93.49 |
| Q1 2025 | -2,664 | Sold Out | 0 | $0.00 |
| Q4 2024 | +584 | Add 28.08% | 2,664 | $112.65 |
| Q3 2024 | -6,729 | Reduce 76.39% | 2,080 | $131.21 |
| Q2 2024 | -9,568 | Reduce 52.07% | 8,809 | $112.00 |
| Q1 2024 | +3,027 | Add 19.72% | 18,377 | $123.01 |
| Q4 2023 | -13,557 | Reduce 46.90% | 15,350 | $125.55 |
| Q3 2023 | -7,999 | Reduce 21.67% | 28,907 | $102.40 |
| Q2 2023 | +5,616 | Add 17.95% | 36,906 | $97.05 |
| Q1 2023 | +7,756 | Add 32.96% | 31,290 | $79.47 |
| Q4 2022 | -8,719 | Reduce 27.03% | 23,534 | $79.25 |
| Q3 2022 | +15,228 | Add 89.44% | 32,253 | $72.15 |
| Q2 2022 | +4,018 | Add 30.89% | 17,025 | $68.14 |
| Q1 2022 | +10,532 | Add 425.54% | 13,007 | $77.19 |
| Q4 2021 | +2,475 | New Buy | 2,475 | $92.12 |
| Q2 2021 | -12,149 | Sold Out | 0 | $0.00 |
| Q1 2021 | -17,154 | Reduce 58.54% | 12,149 | $75.81 |
| Q4 2020 | -23,331 | Reduce 44.33% | 29,303 | $55.56 |
| Q3 2020 | +406 | Add 0.78% | 52,634 | $56.50 |
| Q2 2020 | +52,228 | New Buy | 52,228 | $49.51 |
Joel Greenblatt's UFP Industries Investment FAQs
Joel Greenblatt first purchased UFP Industries, Inc. (UFPI) in Q2 2020, acquiring 52,228 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held UFP Industries, Inc. (UFPI) for 22 quarters since Q2 2020.
Joel Greenblatt's largest addition to UFP Industries, Inc. (UFPI) was in Q2 2020, adding 52,228 shares worth $2.59 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 21,970 shares of UFP Industries, Inc. (UFPI), valued at approximately $2.02 M.
As of the Q1 2026 filing, UFP Industries, Inc. (UFPI) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in UFP Industries, Inc. (UFPI) was 52,634 shares, as reported at the end of Q3 2020.