Which hedge funds own UFPI? UFP INDUSTRIES INC, Q2 2026 13F holders
31 tracked hedge funds disclosed a position in UFPI (UFP INDUSTRIES INC) in their Q2 2026 13F filings, worth $176.5m in total. The largest holder by portfolio weight is MQS Management LLC at 0.5% of its book. 12 opened a new position this quarter: ClearAlpha Technologies LP, Oxford Asset Management LLP, Occudo Quantitative Strategies LP, ExodusPoint Capital Management, LP. 11 exited: Lighthouse Investment Partners, LLC, iSAM Funds (UK) Ltd, Dark Forest Capital Management LP.
- 31
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 12
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 11
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $13.6m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $17.7m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $177m
- Combined value Sum of the holders' reported positions in the security.
- 2.5%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Lighthouse Investment Partners, LLC | 0.1% | $3.3m |
| iSAM Funds (UK) Ltd | 0.1% | $248k |
| Dark Forest Capital Management LP | 0.09% | $1.0m |
| Bayforest Capital Ltd | 0.07% | $65.6k |
| Y-Intercept (Hong Kong) Ltd | 0.07% | $3.5m |
| Mirabella Financial Services LLP | 0.03% | $319k |
| Edgestream Partners, L.P. | 0.02% | $713k |
| Centiva Capital, LP | 0.01% | $312k |
| Marshall Wace, LLP | 0.01% | $6.1m |
| Engineers Gate Manager LP | 0.01% | $466k |
| Arrowstreet Capital, Limited Partnership | 0.0% | $1.6m |
Ownership over time
Who discovered UFPI first? Beta
The run: Q1 2020 → Q3 2024, +253%
| SG Capital Management LLC high conviction | Q2 2020 | – | +3.7 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.