Appian Way Asset Management’s Louisiana-Pacific LPX Stock Holding History

Appian Way Asset Management’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
2024 Q2	–	Sell	-66,800	Closed	-$5.61M	–	46
2024 Q1	$5.61M	Buy	66,800 +19,410	+41%	+$1.4M	1.47%	19
2023 Q4	$3.36M	Buy	+47,390	New	+$2.83M	0.71%	31
2022 Q2	–	Sell	-165,932	Closed	-$10.3M	–	43
2022 Q1	$10.3M	Buy	165,932 +135,193	+440%	+$9.32M	4.69%	6
2021 Q4	$2.41M	Sell	30,739 -239,792	-89%	-$16.4M	1.04%	19
2021 Q3	$16.6M	Buy	270,531 +212,131	+363%	+$12.5M	7.05%	3
2021 Q2	$3.52M	Buy	+58,400	New	+$3.73M	2.35%	13
2021 Q1	–	Sell	-168,067	Closed	-$6.25M	–	61
2020 Q4	$6.25M	Buy	+168,067	New	+$5.63M	3.06%	6

Other funds holding LPX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Appian Way Asset Management's LPX Position: Q2 2024 in Review

Appian Way Asset Management sold out of Louisiana-Pacific (LPX) in Q2 2024, closing a stake of 66,800 shares — an estimated $5.61M sold.

Appian Way Asset Management first reported a position in LPX in Q4 2020 and held it in 7 quarters. The position peaked at $16.6M in Q3 2021. 436 funds tracked by Wall St. Rank hold LPX as of Q2 2024.

Appian Way Asset Management reported no remaining Louisiana-Pacific position as of Q2 2024 after selling out during the quarter.
Appian Way Asset Management sold 66,800 Louisiana-Pacific shares in Q2 2024, an estimated $5.61M.
Appian Way Asset Management first reported a position in Louisiana-Pacific in Q4 2020 and held it in 7 quarters.
Appian Way Asset Management's Louisiana-Pacific position peaked at $16.6M in Q3 2021.
436 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2024.

Based on Appian Way Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.