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LPX in the 13F filings

Louisiana Pac Corp · CUSIP 546347105

Sector · Materials
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2024
the date the book describes
Filed
15 May 2024
latest of these filings; the earliest 9 May 2024
Managers listing it
17
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 10 listed it in both
Shares listed
11,992,948
combined, among listed positions
Reported value
$1.0bn
combined, at the quarter end

Among the 93 comparable managers: 13 buyers (opened or added shares) and 5 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 Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

17 of 17 holders

ActionFiling
Berkshire Hathaway Inc6,597,947$554m0.17%Trimmed-446,96215 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc1,740,249$146munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Balyasny Asset Management LLC848,767$71m0.12%Added+131,70813 May 2024 (the filing on sec.gov)
Point72 Asset Management LP719,975$60m0.15%Trimmed-673,05815 May 2024 (the filing on sec.gov)
Marshall Wace LLP652,671$55m0.08%Newnew15 May 2024 (the filing on sec.gov)
Man Group PLC294,549$25m0.06%Addedn.a.15 May 2024 (the filing on sec.gov)
Two Sigma Investments LP259,413$22m0.05%Addedn.a.15 May 2024 (the filing on sec.gov)
Bridgewater Associates LP223,960$19m0.10%Added+25,86314 May 2024 (the filing on sec.gov)
First Eagle Investment Management LLC178,631$15munder 0.1%Trimmed-22,0509 May 2024 (the filing on sec.gov)
Verition Fund Management LLC149,523$13m0.09%Added+6,10714 May 2024 (the filing on sec.gov)
Two Sigma Advisers LP143,700$12munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP119,571$10m0.08%Addedn.a.14 May 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP24,218$2.0munder 0.1%Added+15,53115 May 2024 (the filing on sec.gov)
PDT Partners LLC17,700$1.5m0.14%Added+13,20015 May 2024 (the filing on sec.gov)
Caxton Associates LLP8,589$721kunder 0.1%Trimmed-5,90315 May 2024 (the filing on sec.gov)
Winton Group Ltd7,174$602kunder 0.1%Added+1,23114 May 2024 (the filing on sec.gov)
Maverick Capital Ltd6,311$530kunder 0.1%Newnew15 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
15 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
LPX by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201310$303mn.a.n.a.
Q3 20135$236mn.a.n.a.
Q4 20136$202mn.a.n.a.
Q1 20143$26mn.a.n.a.
Q2 20145$76mn.a.n.a.
Q3 20143$36mn.a.n.a.
Q4 20144$289mn.a.n.a.
Q1 20155$534mn.a.n.a.
Q2 20156$543mn.a.n.a.
Q3 20156$502mn.a.n.a.
Q4 20155$560mn.a.n.a.
Q1 20168$533mn.a.n.a.
Q2 20167$436mn.a.n.a.
Q3 20169$479mn.a.n.a.
Q4 201610$193mn.a.n.a.
Q1 20178$178mn.a.n.a.
Q2 20179$151mn.a.n.a.
Q3 201711$260mn.a.n.a.
Q4 201711$294mn.a.n.a.
Q1 201813$428mn.a.n.a.
Q2 201812$405mn.a.n.a.
Q3 201813$320mn.a.n.a.
Q4 20189$235mn.a.n.a.
Q1 20198$198mn.a.n.a.
Q2 20199$284mn.a.n.a.
Q3 20198$405mn.a.n.a.
Q4 20198$521mn.a.n.a.
Q1 20207$268mn.a.n.a.
Q2 202012$338mn.a.n.a.
Q3 202014$427mn.a.n.a.
Q4 202010$429mn.a.n.a.
Q1 202110$585mn.a.n.a.
Q2 202112$617mn.a.n.a.
Q3 202113$513mn.a.n.a.
Q4 202112$617mn.a.n.a.
Q1 20227$324mn.a.n.a.
Q2 20228$279mn.a.n.a.
Q3 202210$570mn.a.n.a.
Q4 202212$723mn.a.n.a.
Q1 202312$635mn.a.n.a.
Q2 202313$928mn.a.n.a.
Q3 202311$499mn.a.n.a.
Q4 202313$704m76
Q1 202417$1.0bn135
Q2 202415$1.0bn117
Q3 202415$1.3bn67
Q4 202417$1.1bn711
Q1 202510$810m54
Q2 20257$728m24
Q3 202510$728m62
Q4 202510$758m2412
Q1 202612$1.0bn1914
Q2 202610$1.1bn1615

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 →