Davis Capital Management’s Louisiana-Pacific LPX Stock Holding History

Davis Capital 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	$4.96K	Hold	63	–	–	﹤0.01%	317
2026 Q1	$4.58K	Hold	63	–	–	﹤0.01%	260
2025 Q4	$5.09K	Hold	63	–	–	﹤0.01%	257
2025 Q3	$5.6K	Buy	+63	New	+$5.82K	﹤0.01%	259
2025 Q1	$5.79K	Hold	63	–	–	﹤0.01%	252
2024 Q4	$6.52K	Hold	63	–	–	0.01%	248
2024 Q3	$6.77K	Hold	63	–	–	0.01%	256
2024 Q2	$5.19K	Hold	63	–	–	﹤0.01%	260
2024 Q1	$5.25K	Hold	63	–	–	﹤0.01%	244
2023 Q4	$4.46K	Buy	+63	New	+$3.76K	﹤0.01%	248
2020 Q2	$3K	Hold	110	–	–	0.01%	235
2020 Q1	$2K	Buy	+110	New	+$3.04K	﹤0.01%	235

Other funds holding LPX

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Davis Capital Management's LPX Position: Q2 2026 in Review

Davis Capital Management held its Louisiana-Pacific (LPX) position steady in Q2 2026 at 63 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Davis Capital Management first reported a position in LPX in Q1 2020 and has held it in 12 quarters since. The position peaked at $6.77K in Q3 2024. 51 funds tracked by Wall St. Rank hold LPX as of Q2 2026.

Davis Capital Management held 63 shares of Louisiana-Pacific worth $4.96K as of Q2 2026.
Davis Capital Management left its Louisiana-Pacific share count unchanged in Q2 2026.
Louisiana-Pacific made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #317 holding.
Davis Capital Management first reported a position in Louisiana-Pacific in Q1 2020 and has held it in 12 quarters since.
Davis Capital Management's Louisiana-Pacific position peaked at $6.77K in Q3 2024.
51 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.