Bayforest Capital’s Louisiana-Pacific LPX Stock Holding History

Bayforest Capital’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 Q1	–	Sell	-806	Closed	-$65.1K	–	1014
2025 Q4	$65.1K	Sell	806 -1,137	-59%	-$96.1K	0.05%	547
2025 Q3	$173K	Sell	1,943 -3,996	-67%	-$369K	0.08%	417
2025 Q2	$511K	Buy	5,939 +3,348	+129%	+$298K	0.22%	175
2025 Q1	$238K	Buy	2,591 +431	+20%	+$45K	0.1%	354
2024 Q4	$224K	Buy	+2,160	New	+$235K	0.28%	108

Other funds holding LPX

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

5NCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Bayforest Capital's LPX Position: Q1 2026 in Review

Bayforest Capital sold out of Louisiana-Pacific (LPX) in Q1 2026, closing a stake of 806 shares — an estimated $65.1K sold.

Bayforest Capital first reported a position in LPX in Q4 2024 and held it in 5 quarters. The position peaked at $511K in Q2 2025. 411 funds tracked by Wall St. Rank hold LPX as of Q1 2026.

Bayforest Capital reported no remaining Louisiana-Pacific position as of Q1 2026 after selling out during the quarter.
Bayforest Capital sold 806 Louisiana-Pacific shares in Q1 2026, an estimated $65.1K.
Bayforest Capital first reported a position in Louisiana-Pacific in Q4 2024 and held it in 5 quarters.
Bayforest Capital's Louisiana-Pacific position peaked at $511K in Q2 2025.
411 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.