Joel Greenblatt - Gotham Asset Management
Holding/activity history for UFP Industries, Inc. (UFPI)
← All UFPI superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 21,970 | <0.01 | Reduce 12.67% | <0.01 | $84.82–118.00 · VW $100.11i | $2,023,876 | SEC |
| 2025 Q4 | 25,157 | <0.01 | Add 15.75% | <0.01 | $87.11–95.22 · VW $91.47i | $2,290,545 | SEC |
| 2025 Q3 | 21,733 | <0.01 | Buy | <0.01 | $91.16–109.80 · VW $99.97i | $2,031,818 | SEC |
| 2025 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $102.35–120.00 · VW $109.77i | SEC | |
| 2024 Q4 | 2,664 | <0.01 | Add 28.08% | <0.01 | $110.93–141.33 · VW $125.86i | $300,100 | SEC |
| 2024 Q3 | 2,080 | <0.01 | Reduce 76.39% | <0.01 | $107.49–136.93 · VW $124.60i | $272,917 | SEC |
| 2024 Q2 | 8,809 | 0.01 | Reduce 52.07% | 0.02 | $108.79–124.22 · VW $115.69i | $986,608 | SEC |
| 2024 Q1 | 18,377 | 0.03 | Add 19.72% | <0.01 | $108.00–125.15 · VW $116.89i | $2,260,555 | SEC |
| 2023 Q4 | 15,350 | 0.04 | Reduce 46.90% | 0.03 | $90.62–128.65 · VW $106.85i | $1,927,193 | SEC |
| 2023 Q3 | 28,907 | 0.06 | Reduce 21.67% | 0.02 | $90.77–107.57 · VW $101.52i | $2,960,077 | SEC |
| 2023 Q2 | 36,906 | 0.08 | Add 17.95% | 0.01 | $75.65–97.90 · VW $84.13i | $3,581,727 | SEC |
| 2023 Q1 | 31,290 | 0.06 | Add 32.96% | 0.01 | $75.01–99.40 · VW $86.55i | $2,486,616 | SEC |
| 2022 Q4 | 23,534 | 0.05 | Reduce 27.03% | 0.02 | $66.17–86.02 · VW $76.14i | $1,865,070 | SEC |
| 2022 Q3 | 32,253 | 0.07 | Add 89.44% | 0.03 | $67.71–94.78 · VW $80.55i | $2,327,000 | SEC |
| 2022 Q2 | 17,025 | 0.04 | Add 30.89% | <0.01 | $64.13–83.39 · VW $75.49i | $1,160,000 | SEC |
| 2022 Q1 | 13,007 | 0.03 | Add 425.54% | 0.03 | $74.87–94.80 · VW $82.63i | $1,004,000 | SEC |
| 2021 Q4 | 2,475 | <0.01 | Buy | <0.01 | $67.59–93.54 · VW $84.85i | $228,000 | SEC |
| 2021 Q2 | 0 | 0.00 | Sell 100.00% | 0.04 | $70.04–89.97 · VW $79.85i | SEC | |
| 2021 Q1 | 12,149 | 0.04 | Reduce 58.54% | 0.03 | $53.77–76.33 · VW $63.98i | $921,000 | SEC |
| 2020 Q4 | 29,303 | 0.05 | Reduce 44.33% | 0.04 | $48.82–60.45 · VW $54.32i | $1,628,000 | SEC |
| 2020 Q3 | 52,634 | 0.10 | Add 0.78% | <0.01 | $46.40–64.20 · VW $57.03i | $2,974,000 | SEC |
| 2020 Q2 | 52,228 | 0.08 | Reduce 54.71% | 0.07 | $32.54–51.41 · VW $43.36i | $2,586,000 | SEC |
| 2020 Q1 | 115,309 | 0.12 | Add 28.57% | 0.03 | $29.17–58.10 · VW $44.53i | $4,288,000 | SEC |
| 2019 Q4 | 89,687 | 0.08 | Add 300.25% | 0.06 | $37.67–52.83 · VW $48.44i | $4,278,000 | SEC |
| 2019 Q3 | 22,408 | 0.02 | Add 112.06% | <0.01 | $34.88–42.80 · VW $39.52i | $894,000 | SEC |
| 2019 Q2 | 10,567 | <0.01 | Reduce 65.73% | <0.01 | $29.65–38.42 · VW $35.05i | $402,000 | SEC |
| 2019 Q1 | 30,835 | 0.01 | Reduce 13.78% | <0.01 | $25.17–33.49 · VW $30.20i | $922,000 | SEC |
| 2018 Q4 | 35,763 | 0.01 | Buy | 0.01 | $24.14–35.56 · VW $28.35i | $928,000 | SEC |
| 2018 Q2 | 0 | 0.00 | Sell 100.00% | 0.10 | $31.16–39.41 · VW $35.15i | SEC | |
| 2018 Q1 | 220,825 | 0.10 | Add 61.54% | 0.04 | $31.82–39.39 · VW $34.84i | $7,166,000 | SEC |
| 2017 Q4 | 136,703 | 0.08 | Buy | 0.08 | $32.11–39.58 · VW $36.98i | $5,143,000 | SEC |
| 2016 Q2 | 0 | 0.00 | Sell 100.00% | 0.20 | $25.37–30.90 · VW $28.12i | SEC | |
| 2016 Q1 | 620,568 | 0.20 | Reduce 4.06% | <0.01 | $19.89–29.04 · VW $24.53i | $17,752,000 | SEC |
| 2015 Q4 | 646,827 | 0.16 | Buy | 0.16 | $19.04–26.22 · VW $23.83i | $14,741,000 | SEC |
| 2015 Q1 | 0 | 0.00 | Sell 100.00% | 0.02 | $16.35–18.74 · VW $17.57i | SEC | |
| 2014 Q4 | 117,159 | 0.02 | Reduce 67.90% | 0.04 | $13.57–17.87 · VW $16.27i | $2,078,000 | SEC |
| 2014 Q3 | 365,037 | 0.05 | Buy | 0.05 | $14.23–16.76 · VW $15.23i | $5,197,000 | SEC |
| 2014 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $15.39–19.11 · VW $16.81i | SEC | |
| 2014 Q1 | 21,552 | <0.01 | Buy | <0.01 | $15.88–19.51 · VW $18.01i | $398,000 | SEC |
| 2012 Q3 | 0 | 0.00 | Sell 100.00% | 0.03 | $10.25–14.45 · VW $12.36i | SEC | |
| 2012 Q2 | 28,608 | 0.03 | Buy | 0.03 | $10.31–13.21 · VW $12.24i | $372,000 | SEC |
Price snapshot:
Current price$84.55
Avg. buy price$93.16
+/- since buy-9.24%
52-week low$77.54
52-week high$117.06