Crow's Nest Holdings’s Louisiana-Pacific LPX Stock Holding History

Crow's Nest Holdings’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	$25.2M	Sell	320,000 -250,000	-44%	-$18.5M	7.61%	5
2026 Q1	$41.5M	Sell	570,000 -190,000	-25%	-$16M	9.69%	4
2025 Q4	$61.4M	Sell	760,000 -18,100	-2%	-$1.53M	13.98%	4
2025 Q3	$69.1M	Sell	778,100 -14,400	-2%	-$1.33M	14.4%	3
2025 Q2	$68.1M	Sell	792,500 -10,000	-1%	-$889K	15.03%	2
2025 Q1	$73.8M	Sell	802,500 -2,500	-0.3%	-$261K	18.26%	2
2024 Q4	$83.4M	Hold	805,000	–	–	17.59%	2
2024 Q3	$86.5M	Buy	+805,000	New	+$75.9M	15.97%	2

Other funds holding LPX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Crow's Nest Holdings's LPX Position: Q2 2026 in Review

Crow's Nest Holdings reduced its Louisiana-Pacific (LPX) stake by 44% in Q2 2026, selling an estimated $18.5M and leaving 320,000 shares worth $25.2M. The position accounts for 7.61% of the portfolio, ranked #5.

Crow's Nest Holdings first reported a position in LPX in Q3 2024 and has held it in 8 quarters since. The position peaked at $86.5M in Q3 2024. 420 funds tracked by Wall St. Rank hold LPX as of Q2 2026.

Crow's Nest Holdings held 320,000 shares of Louisiana-Pacific worth $25.2M as of Q2 2026.
Crow's Nest Holdings sold 250,000 Louisiana-Pacific shares in Q2 2026, an estimated $18.5M.
Louisiana-Pacific made up 7.61% of Crow's Nest Holdings's portfolio in Q2 2026, its #5 holding.
Crow's Nest Holdings first reported a position in Louisiana-Pacific in Q3 2024 and has held it in 8 quarters since.
Crow's Nest Holdings's Louisiana-Pacific position peaked at $86.5M in Q3 2024.
420 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2026.

Based on Crow's Nest Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.