SEC 13F Intelligence

Covalent Partners LLC / UFPI

Covalent Partners LLC’s Ufp Industries Inc Position

Does Covalent Partners LLC own Ufp Industries Inc (UFPI)? Yes — 12.0K shares worth $1M (+6.30% of its 13F portfolio) as of Q1 2026, down from 16.0K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
12.0K
% of Portfolio
+6.30%
Quarters Held
10
currently held

Position History UFPI

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ2 ’21Q3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $3MQ2 ’22: $511,000Q2 ’22Q3 ’25: $2MQ4 ’25: $1MQ4 ’25Q1 ’26: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.0K$1M+6.30%
Q4 202516.0K$1M+6.44%
Q3 202518.5K$2M+6.51%
Q2 20227.5K$511,000+0.64%
Q1 202245.0K$3M+2.94%
Q4 202160.0K$6M+4.68%
Q3 202181.0K$6M+9.14%
Q2 202167.0K$5M+4.36%
Q1 202160.0K$5M+7.92%
Q4 202054.0K$3M+8.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Covalent Partners LLC’s full portfolio or all institutional holders of UFPI.