Bridge City Capital, LLC UFPI — Universal Forest Products

Ownership history in Bridge City Capital, LLC  ·  31 quarters on record

AI Ownership Summary

Bridge City Capital, LLC reported Universal Forest Products (UFPI) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.87% in 2024 Q3. The latest visible filing shows UFPI at 0.95% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UFPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bridge City Capital, LLC's position in Universal Forest Products, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UFPI was reported at 0.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.87% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UFPI stock page Bridge City Capital, LLC fund profile Bridge City Capital, LLC full holdings
How Bridge City Capital, LLC held UFPI — position size vs. price
% of Fund (quarterly)    UFPI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 13.9% +1.5% ❌ 35,408 -5,715 -13.9% 0.95% $3.2M 2026-02-14 (Est.) $114.20
2025 Q3 REDUCED 24.0% -0.6% ✅ 41,123 -13,003 -24.0% 1.03% $3.8M 2025-11-12 $90.58
2025 Q2 REDUCED — — — 54,126 -1,997 -3.6% 1.51% $5.4M 2025-08-13 $105.15
2025 Q1 ADDED — — — 56,123 +145 +0.3% 1.80% $6.0M 2025-04-14 $105.54
2024 Q4 ADDED — — — 55,978 +4,176 +8.1% 1.68% $6.3M 2025-02-11 $113.65
2024 Q3 ADDED — — — 51,802 +6,631 +14.7% 1.87% $6.8M 2024-11-14 $129.45
2024 Q2 ADDED — — — 45,171 +8,925 +24.6% 1.70% $5.1M 2024-08-13 $115.97
2024 Q1 ADDED — — — 36,246 +283 +0.8% 1.62% $4.5M 2024-04-12 $112.76
2023 Q4 REDUCED 8.4% -4.2% ✅ 35,963 -3,310 -8.4% 1.75% $4.5M 2024-02-13 $111.63
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UFPI

As of 2026 Q1 — sorted by position size

WASATCH ADVISORS LP 3Y 7Y 1.25% Flagship Capital Management Inc. 1.13% DEPRINCE RACE & ZOLLO INC 3Y 7Y 1.01% Watchman Group, Inc. 3Y 0.85% Cascade Investment Advisors, Inc. 3Y 7Y 0.63% Henrickson Nauta Wealth Advisors, Inc. 3Y 0.61% MQS Management LLC 3Y 0.47% Ausbil Investment Management Ltd 3Y 0.44% Narwhal Capital Management 3Y 7Y 0.34% CHICAGO TRUST Co NA 3Y 7Y 0.23%

FAQ About Bridge City Capital, LLC and UFPI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bridge City Capital, LLC reported owning UFPI?

Bridge City Capital, LLC reported UFPI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UFPI position in Bridge City Capital, LLC's portfolio?

The largest reported portfolio weight for UFPI was 1.87% in 2024 Q3.

What is the latest reported UFPI position on this page?

The most recent filing on this page is 2025 Q4, when Bridge City Capital, LLC reported 35,408 shares, equal to 0.95% of portfolio, with an estimated market value of $3.2M.

What does the chart on this UFPI ownership page compare?

The chart compares Bridge City Capital, LLC's quarterly UFPI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bridge City Capital, LLC time their UFPI position?

Based on 13F filing dates vs. subsequent UFPI price moves, Bridge City Capital, LLC correctly timed 15 out of 29 reported position changes (52%). The annualised alpha on UFPI relative to SPY over the holding period was +6.2%.

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