- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 14 Aug 2025
- latest of these filings; the earliest 6 Aug 2025
- Managers listing it
- 7
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 5 listed it in both
- Shares listed
- 8,460,770
- combined, among listed positions
- Reported value
- $728m
- combined, at the quarter end
Among the 95 comparable managers: 2 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing LPX in Q2 2025
7 of 7 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc | 5,664,793 | $487m | 0.19% | Held | 0 | 14 Aug 2025 (the filing on sec.gov) |
| D1 Capital Partners LP | 1,812,000 | $156m | 2.16% | New | new | 14 Aug 2025 (the filing on sec.gov) |
| Point72 Asset Management LP | 320,294 | $28m | 0.05% | Trimmed | -103,420 | 14 Aug 2025 (the filing on sec.gov) |
| Capital Research Global Investors | 313,497 | $27m | under 0.1% | New | new | 13 Aug 2025 (the filing on sec.gov) |
| Two Sigma Advisers LP | 167,100 | $14m | under 0.1% | Trimmed | -7,500 | 14 Aug 2025 (the filing on sec.gov) |
| First Eagle Investment Management LLC | 161,431 | $14m | under 0.1% | Trimmed | -1,600 | 6 Aug 2025 (the filing on sec.gov) |
| PDT Partners LLC | 21,655 | $1.9m | 0.11% | Trimmed | -10 | 14 Aug 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- D1 Capital Partners LPnew position · 1,812,000 shares now+1,812,000
- Capital Research Global Investorsnew position · 313,497 shares now+313,497
Reductions
- Point72 Asset Management LPexisting position · 320,294 shares now-103,420
- Two Sigma Advisers LPexisting position · 167,100 shares now-7,500
- First Eagle Investment Management LLCexisting position · 161,431 shares now-1,600
- PDT Partners LLCexisting position · 21,655 shares now-10
New positions and exits
New (2)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 10 | $303m | n.a. | n.a. |
| Q3 2013 | 5 | $236m | n.a. | n.a. |
| Q4 2013 | 6 | $202m | n.a. | n.a. |
| Q1 2014 | 3 | $26m | n.a. | n.a. |
| Q2 2014 | 5 | $76m | n.a. | n.a. |
| Q3 2014 | 3 | $36m | n.a. | n.a. |
| Q4 2014 | 4 | $289m | n.a. | n.a. |
| Q1 2015 | 5 | $534m | n.a. | n.a. |
| Q2 2015 | 6 | $543m | n.a. | n.a. |
| Q3 2015 | 6 | $502m | n.a. | n.a. |
| Q4 2015 | 5 | $560m | n.a. | n.a. |
| Q1 2016 | 8 | $533m | n.a. | n.a. |
| Q2 2016 | 7 | $436m | n.a. | n.a. |
| Q3 2016 | 9 | $479m | n.a. | n.a. |
| Q4 2016 | 10 | $193m | n.a. | n.a. |
| Q1 2017 | 8 | $178m | n.a. | n.a. |
| Q2 2017 | 9 | $151m | n.a. | n.a. |
| Q3 2017 | 11 | $260m | n.a. | n.a. |
| Q4 2017 | 11 | $294m | n.a. | n.a. |
| Q1 2018 | 13 | $428m | n.a. | n.a. |
| Q2 2018 | 12 | $405m | n.a. | n.a. |
| Q3 2018 | 13 | $320m | n.a. | n.a. |
| Q4 2018 | 9 | $235m | n.a. | n.a. |
| Q1 2019 | 8 | $198m | n.a. | n.a. |
| Q2 2019 | 9 | $284m | n.a. | n.a. |
| Q3 2019 | 8 | $405m | n.a. | n.a. |
| Q4 2019 | 8 | $521m | n.a. | n.a. |
| Q1 2020 | 7 | $268m | n.a. | n.a. |
| Q2 2020 | 12 | $338m | n.a. | n.a. |
| Q3 2020 | 14 | $427m | n.a. | n.a. |
| Q4 2020 | 10 | $429m | n.a. | n.a. |
| Q1 2021 | 10 | $585m | n.a. | n.a. |
| Q2 2021 | 12 | $617m | n.a. | n.a. |
| Q3 2021 | 13 | $513m | n.a. | n.a. |
| Q4 2021 | 12 | $617m | n.a. | n.a. |
| Q1 2022 | 7 | $324m | n.a. | n.a. |
| Q2 2022 | 8 | $279m | n.a. | n.a. |
| Q3 2022 | 10 | $570m | n.a. | n.a. |
| Q4 2022 | 12 | $723m | n.a. | n.a. |
| Q1 2023 | 12 | $635m | n.a. | n.a. |
| Q2 2023 | 13 | $928m | n.a. | n.a. |
| Q3 2023 | 11 | $499m | n.a. | n.a. |
| Q4 2023 | 13 | $704m | 7 | 6 |
| Q1 2024 | 17 | $1.0bn | 13 | 5 |
| Q2 2024 | 15 | $1.0bn | 11 | 7 |
| Q3 2024 | 15 | $1.3bn | 6 | 7 |
| Q4 2024 | 17 | $1.1bn | 7 | 11 |
| Q1 2025 | 10 | $810m | 5 | 4 |
| Q2 2025 | 7 | $728m | 2 | 4 |
| Q3 2025 | 10 | $728m | 6 | 2 |
| Q4 2025 | 10 | $758m | 24 | 12 |
| Q1 2026 | 12 | $1.0bn | 19 | 14 |
| Q2 2026 | 10 | $1.1bn | 16 | 15 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
LPX and LIN →LPX and GLW →LPX and HWM →Choose a stock to compare with LPX →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own LPX, latest filings →Back to the 13F Explorer →