12th Street Asset Management Company’s Louisiana-Pacific LPX Stock Holding History

12th Street Asset Management Company’s Portfolio LPX Stock Details LPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.39M	Buy	68,586 +25,733	+60%	+$1.9M	0.77%	30
2026 Q1	$3.12M	Buy	42,853 +238	+0.6%	+$20K	0.51%	31
2025 Q4	$3.44M	Buy	42,615 +15	+0%	+$1.27K	0.57%	31
2025 Q3	$3.78M	Sell	42,600 -538	-1%	-$49.7K	0.64%	30
2025 Q2	$3.71M	Sell	43,138 -1,926	-4%	-$171K	0.64%	29
2025 Q1	$4.14M	Buy	45,064 +654	+1%	+$68.3K	0.71%	25
2024 Q4	$4.6M	Buy	44,410 +1,599	+4%	+$174K	0.76%	30
2024 Q3	$4.6M	Buy	42,811 +1,030	+2%	+$97.2K	0.78%	28
2024 Q2	$3.44M	Buy	41,781 +1,719	+4%	+$144K	0.63%	29
2024 Q1	$3.36M	Buy	40,062 +1,257	+3%	+$90.4K	0.58%	28
2023 Q4	$2.75M	Buy	+38,805	New	+$2.32M	0.52%	29

Other funds holding LPX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

12th Street Asset Management Company's LPX Position: Q2 2026 in Review

12th Street Asset Management Company increased its Louisiana-Pacific (LPX) stake by 60% in Q2 2026, buying an estimated $1.9M and bringing the position to 68,586 shares worth $5.39M. The position accounts for 0.77% of the portfolio, ranked #30.

12th Street Asset Management Company first reported a position in LPX in Q4 2023 and has held it in 11 quarters since. 420 funds tracked by Wall St. Rank hold LPX as of Q2 2026.

12th Street Asset Management Company held 68,586 shares of Louisiana-Pacific worth $5.39M as of Q2 2026.
12th Street Asset Management Company bought 25,733 Louisiana-Pacific shares in Q2 2026, an estimated $1.9M.
Louisiana-Pacific made up 0.77% of 12th Street Asset Management Company's portfolio in Q2 2026, its #30 holding.
12th Street Asset Management Company first reported a position in Louisiana-Pacific in Q4 2023 and has held it in 11 quarters since.
420 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2026.

Based on 12th Street Asset Management Company's 13F filing for Q2 2026, filed 13 Aug 2026.