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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cercano Management's LPX Position: Q1 2026 in Review

Cercano Management reduced its Louisiana-Pacific (LPX) stake by 1.3% in Q1 2026, selling an estimated $125K and leaving 113,924 shares worth $8.29M. The position accounts for 0.36% of the portfolio, ranked #52.

Cercano Management first reported a position in LPX in Q3 2025 and has held it in 3 quarters since. The position peaked at $10.3M in Q3 2025. 411 funds tracked by Wall St. Rank hold LPX as of Q1 2026.

  • Cercano Management held 113,924 shares of Louisiana-Pacific worth $8.29M as of Q1 2026.
  • Cercano Management sold 1,486 Louisiana-Pacific shares in Q1 2026, an estimated $125K.
  • Louisiana-Pacific made up 0.36% of Cercano Management's portfolio in Q1 2026, its #52 holding.
  • Cercano Management first reported a position in Louisiana-Pacific in Q3 2025 and has held it in 3 quarters since.
  • Cercano Management's Louisiana-Pacific position peaked at $10.3M in Q3 2025.
  • 411 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.