UFPI — UFP INDUSTRIALS INC

Ownership history in SMITH SHELLNUT WILSON LLC /ADV  ·  5 quarters on record

This page tracks every 13F SEC filing in which SMITH SHELLNUT WILSON LLC /ADV reported a position in UFP INDUSTRIALS INC (UFPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.12% (2024 Q3)
Avg. % of fund
0.11%
First filed
2024 Q2
Last filed
2025 Q2
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 UNCHANGED 2,069 — 0% 0.09% $206K $98.30
2025 Q1 UNCHANGED 2,069 — 0% 0.10% $221K $105.52
2024 Q4 UNCHANGED 2,069 — 0% 0.10% $233K $110.69
2024 Q3 UNCHANGED 2,069 — 0% 0.12% $271K $128.61
2024 Q2 INITIATED 2,069 — — 0.11% $232K —
% of Fund (quarterly)    UFPI price (monthly, adj. close)

Other funds also holding UFPI

As of 2025 Q4 — sorted by position size

Covalent Partners LLC 3Y 7Y 6.44% QSV Equity Investors LLC 1.12% Bridge City Capital, LLC 3Y 7Y 0.95% Copeland Capital Management, LLC 3Y 7Y 0.88% River Road Asset Management, LLC 3Y 7Y 0.88% Advantage Alpha Capital Partners LP 3Y 0.87% WASATCH ADVISORS LP 3Y 7Y 0.83% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.8% Watchman Group, Inc. 3Y 0.78% KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3Y 7Y 0.78%
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