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LPX · HWM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

LPXHWM
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • LPX
  • HWM
010203040202120222023202420252026
Holders and value by quarter
QuarterLPXHWM
Q3 202014 holders, $427m12 holders, $1.6bn
Q4 202010 holders, $429m21 holders, $3.0bn
Q1 202110 holders, $585m18 holders, $3.2bn
Q2 202112 holders, $617m19 holders, $3.8bn
Q3 202113 holders, $513m18 holders, $3.4bn
Q4 202112 holders, $617m15 holders, $3.7bn
Q1 20227 holders, $324m12 holders, $3.6bn
Q2 20228 holders, $279m15 holders, $3.2bn
Q3 202210 holders, $570m20 holders, $3.1bn
Q4 202212 holders, $723m19 holders, $4.4bn
Q1 202312 holders, $635m23 holders, $4.7bn
Q2 202313 holders, $928m25 holders, $5.2bn
Q3 202311 holders, $499m26 holders, $4.3bn
Q4 202313 holders, $704m22 holders, $5.0bn
Q1 202417 holders, $1.0bn22 holders, $6.1bn
Q2 202415 holders, $1.0bn23 holders, $7.1bn
Q3 202415 holders, $1.3bn25 holders, $8.7bn
Q4 202417 holders, $1.1bn21 holders, $9.0bn
Q1 202510 holders, $810m23 holders, $10.0bn
Q2 20257 holders, $728m22 holders, $13.2bn
Q3 202510 holders, $728m23 holders, $13.4bn
Q4 202510 holders, $758m26 holders, $13.6bn
Q1 202612 holders, $1.0bn35 holders, $15.6bn
Q2 202610 holders, $1.1bn37 holders, $17.3bn
LPX

Louisiana Pac Corp

Holders
17
Reported value
$1.1bn
Buyers
7
Sellers
11

Breadth -4 among 94 comparable managers.

Materials
HWM

Howmet Aerospace Inc

Holders
21
Reported value
$9.0bn
Buyers
7
Sellers
12

Breadth -5 among 94 comparable managers.

Materials

Who holds both, Q4 2024

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LPX (10)

Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, First Eagle Investment Management LLC, Marshall Wace LLP, Point72 Asset Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Woodline Partners LP

Only HWM (14)

AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Elliott Investment Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, MFS Investment Management

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.

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