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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$241M	Buy	2,808,369 +189,726	+7%	+$16.3M	8.62%	4
2025 Q1	$241M	Buy	2,618,643 +635,817	+32%	+$58.5M	8.67%	5
2024 Q4	$205M	Buy	1,982,826 +235,069	+13%	+$24.3M	9.59%	3
2024 Q3	$188M	Buy	1,747,757 +174,064	+11%	+$18.7M	8.42%	4
2024 Q2	$130M	Buy	+1,573,693	New	+$130M	6.38%	6