Guru Ownership Trend
Guru Analysis for UFP Industries, Inc. (UFPI)
UFP Industries, Inc. (UFPI), a key player in the Materials sector, continues to attract institutional attention.
As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $124.88 M.
Top institutional holders include Chuck Royce and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $912,926.72 net outflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 61.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for UFP Industries, Inc. (UFPI)
Major holders include Chuck Royce ($75.94 M), Cliff Asness ($43.89 M), HOTCHKIS & WILEY ($11.63 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.56 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $912,926.72, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited UFPI. The total reported sell value was $9.57 M.
Yes, 1 managers opened new positions in UFPI, and 3 increased their existing holdings. The total reported buy value was $8.66 M.