59 North Capital Management’s Louisiana-Pacific LPX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$331M Buy
4,209,054
+945,244
+29% +$69.8M 7.37% 5
2026
Q1
$237M Sell
3,263,810
-273,074
-8% -$23M 7.08% 7
2025
Q4
$286M Buy
3,536,884
+737,406
+26% +$62.3M 8.89% 5
2025
Q3
$249M Sell
2,799,478
-8,891
-0.3% -$821K 7.75% 6
2025
Q2
$241M Buy
2,808,369
+189,726
+7% +$16.9M 8.62% 4
2025
Q1
$241M Buy
2,618,643
+635,817
+32% +$66.4M 8.67% 5
2024
Q4
$205M Buy
1,982,826
+235,069
+13% +$25.6M 9.59% 3
2024
Q3
$188M Buy
1,747,757
+174,064
+11% +$16.4M 8.42% 4
2024
Q2
$130M Buy
+1,573,693
New +$131M 6.38% 6

Other funds holding LPX

59 North Capital Management's LPX Position: Q2 2026 in Review

59 North Capital Management increased its Louisiana-Pacific (LPX) stake by 29% in Q2 2026, buying an estimated $69.8M and bringing the position to 4,209,054 shares worth $331M. The position accounts for 7.37% of the portfolio, ranked #5.

59 North Capital Management first reported a position in LPX in Q2 2024 and has held it in 9 quarters since. 418 funds tracked by Wall St. Rank hold LPX as of Q2 2026.

  • 59 North Capital Management held 4,209,054 shares of Louisiana-Pacific worth $331M as of Q2 2026.
  • 59 North Capital Management bought 945,244 Louisiana-Pacific shares in Q2 2026, an estimated $69.8M.
  • Louisiana-Pacific made up 7.37% of 59 North Capital Management's portfolio in Q2 2026, its #5 holding.
  • 59 North Capital Management first reported a position in Louisiana-Pacific in Q2 2024 and has held it in 9 quarters since.
  • 418 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2026.

Based on 59 North Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.