Free · no sign-up · Q2 2026

Which funds own LPX

Louisiana Pac Corp in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $531m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 4 managers trimmed or sold out against 1 buying.

Managers holding: 3; at least, of 91 current
Combined value: $531m; as reported
Opened: 0; new this quarter
Added to: 1; already held
Trimmed or sold out: 4; 3 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Berkshire Hathaway Inc Long-only · $299bn book	$446m	0.1%	5,664,793	+$34m0	Held
Holocene Advisors LP Long/short equity · $44.4bn book	$62m	0.1%	787,402	-$13m-239,001	Trimmed
First Eagle Investment Management LLC Activist · $60.8bn book	$23m	0.0%	291,803	+$6.1m+59,893	Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Woodline Partners LP · Long/short equity$36m held before
Moore Capital Management LP · Macro$12m held before
PDT Partners LLC · Quantitative$1.4m held before

Ownership through time

At least 10 of the 95 managers whose filings are on file listed LPX in Q2 2026, against 9 in Q2 2013. 2 managers fewer than in Q1 2026: 1 started a position; 1 listed it again; 3 sold out, by their own filings; 1 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Balyasny Asset Management LLC$34m

Largest increases, by shares

Capital World Investors1,153,382 to 1,772,409 shares+$49m
Balyasny Asset Management LLCnew: 433,874 shares+$34m
First Eagle Investment Management LLC231,910 to 291,803 shares+$4.7m
Capital Research Global Investors313,497 to 321,804 shares+$653k

Largest decreases, by shares

T. Rowe Price Associates Inc4,326,991 to 3,200,073 shares-$89m
Holocene Advisors LP1,026,403 to 787,402 shares-$19m
Verition Fund Management LLC316,797 to 231,314 shares-$6.7m
Bridgewater Associates LP169,156 to 136,271 shares-$2.6m

Left it

Manager	First listed	Largest	Q2 2026
Berkshire Hathaway Inc	Q3 2022	$641m	$446m
T. Rowe Price Associates Inc	Q4 2014	$315m	$252m
Capital World Investors	Q4 2022	$139m	$139m
Point72 Asset Management LP	Q2 2014	$99m	$96m
Holocene Advisors LP	Q2 2018	$75m	$62m
Balyasny Asset Management LLC	Q2 2013	$71m	$34m
Capital Research Global Investors	Q2 2025	$103m	$25m
First Eagle Investment Management LLC	Q1 2014	$23m	$23m
Verition Fund Management LLC	Q1 2016	$23m	$18m
Bridgewater Associates LP	Q2 2022	$19m	$11m
Wellington Management Group LLP	Q2 2013	$334m	last listed Q2 2023
Millennium Management LLC	Q2 2013	$169m	last listed Q2 2021
D1 Capital Partners LP	Q2 2025	$156m	last listed Q3 2025
Arrowstreet Capital LP	Q4 2017	$133m	last listed Q4 2024
Marshall Wace LLP	Q2 2016	$109m	last listed Q1 2026
Renaissance Technologies LLC	Q2 2013	$91m	last listed Q4 2024
Acadian Asset Management LLC	Q2 2017	$78m	last listed Q2 2024
D. E. Shaw & Co.	Q2 2013	$72m	last listed Q2 2021
Man Group PLC	Q1 2018	$67m	last listed Q3 2024
Citadel Advisors LLC	Q4 2015	$57m	last listed Q1 2016

What LPX is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around LPX →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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