Holders over time
- LPX
- GLW
| Quarter | LPX | GLW |
|---|---|---|
| Q3 2020 | 14 holders, $427m | 11 holders, $3.4bn |
| Q4 2020 | 10 holders, $429m | 18 holders, $3.6bn |
| Q1 2021 | 10 holders, $585m | 11 holders, $4.6bn |
| Q2 2021 | 12 holders, $617m | 16 holders, $4.0bn |
| Q3 2021 | 13 holders, $513m | 14 holders, $3.2bn |
| Q4 2021 | 12 holders, $617m | 16 holders, $3.1bn |
| Q1 2022 | 7 holders, $324m | 18 holders, $2.6bn |
| Q2 2022 | 8 holders, $279m | 14 holders, $2.3bn |
| Q3 2022 | 10 holders, $570m | 14 holders, $1.6bn |
| Q4 2022 | 12 holders, $723m | 12 holders, $1.7bn |
| Q1 2023 | 12 holders, $635m | 18 holders, $2.3bn |
| Q2 2023 | 13 holders, $928m | 10 holders, $1.9bn |
| Q3 2023 | 11 holders, $499m | 8 holders, $1.4bn |
| Q4 2023 | 13 holders, $704m | 12 holders, $1.6bn |
| Q1 2024 | 17 holders, $1.0bn | 11 holders, $2.2bn |
| Q2 2024 | 15 holders, $1.0bn | 11 holders, $3.3bn |
| Q3 2024 | 15 holders, $1.3bn | 17 holders, $4.3bn |
| Q4 2024 | 17 holders, $1.1bn | 22 holders, $4.1bn |
| Q1 2025 | 10 holders, $810m | 24 holders, $3.1bn |
| Q2 2025 | 7 holders, $728m | 25 holders, $3.3bn |
| Q3 2025 | 10 holders, $728m | 26 holders, $6.2bn |
| Q4 2025 | 10 holders, $758m | 27 holders, $7.2bn |
| Q1 2026 | 12 holders, $1.0bn | 33 holders, $12.8bn |
| Q2 2026 | 10 holders, $1.1bn | 26 holders, $23.6bn |
Louisiana Pac Corp
- Holders
- 17
- Reported value
- $1.0bn
- Buyers
- 13
- Sellers
- 5
Breadth +8 among 93 comparable managers.
Corning Inc
- Holders
- 11
- Reported value
- $2.2bn
- Buyers
- 6
- Sellers
- 6
Breadth 0 among 93 comparable managers.
Who holds both, Q1 2024
Only LPX (15)
Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, PDT Partners LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Winton Group Ltd
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.