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Cercano Management’s Louisiana-Pacific LPX Stock Holding History

Cercano 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
2026
Q2 		– Sell
-113,924
Closed -$8.29M – 146
2026
Q1 		$8.29M Sell
113,924
-1,486
-1% -$125K 0.36% 52
2025
Q4 		$9.32M Hold
115,410
– – 0.35% 54
2025
Q3 		$10.3M Buy
+115,410
New +$10.7M 0.39% 51

Other funds holding LPX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cercano Management's LPX Position: Q2 2026 in Review

Cercano Management sold out of Louisiana-Pacific (LPX) in Q2 2026, closing a stake of 113,924 shares — an estimated $8.29M sold.

Cercano Management first reported a position in LPX in Q3 2025 and held it in 3 quarters. The position peaked at $10.3M in Q3 2025. 420 funds tracked by Wall St. Rank hold LPX as of Q2 2026.

  • Cercano Management reported no remaining Louisiana-Pacific position as of Q2 2026 after selling out during the quarter.
  • Cercano Management sold 113,924 Louisiana-Pacific shares in Q2 2026, an estimated $8.29M.
  • Cercano Management first reported a position in Louisiana-Pacific in Q3 2025 and held it in 3 quarters.
  • Cercano Management's Louisiana-Pacific position peaked at $10.3M in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.