Anomaly 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
2023 Q3	–	Sell	-1,693,516	Closed	-$127M	–	39
2023 Q2	$127M	Buy	1,693,516 +890,833	+111%	+$66.8M	4.9%	7
2023 Q1	$43.5M	Sell	802,683 -108,418	-12%	-$5.88M	1.92%	22
2022 Q4	$53.9M	Buy	911,101 +738,319	+427%	+$43.7M	2.43%	17
2022 Q3	$8.85M	Buy	+172,782	New	+$8.85M	0.48%	25