Dmitry Balyasny’s Louisiana-Pacific LPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $34.1M | Buy |
+433,874
| New | +$32M | 0.04% | 486 |
|
|
2026
Q1 | – | Sell |
-256,565
| Closed | -$20.7M | – | 3242 |
|
|
2025
Q4 | $20.7M | Buy |
256,565
+55,617
| +28% | +$4.7M | 0.03% | 694 |
|
|
2025
Q3 | $17.9M | Buy |
+200,948
| New | +$18.6M | 0.02% | 765 |
|
|
2024
Q2 | – | Sell |
-848,767
| Closed | -$71.2M | – | 2882 |
|
|
2024
Q1 | $71.2M | Buy |
848,767
+131,708
| +18% | +$9.47M | 0.12% | 200 |
|
|
2023
Q4 | $50.8M | Buy |
717,059
+712,823
| +16,828% | +$42.6M | 0.1% | 271 |
|
|
2023
Q3 | $234K | Buy |
+4,236
| New | +$278K | ﹤0.01% | 1986 |
|
|
2022
Q3 | – | Sell |
-74,481
| Closed | -$3.9M | – | 3085 |
|
|
2022
Q2 | $3.9M | Buy |
+74,481
| New | +$4.78M | 0.01% | 1056 |
|
|
2022
Q1 | – | Sell |
-278,274
| Closed | -$21.8M | – | 2681 |
|
|
2021
Q4 | $21.8M | Sell |
278,274
-843
| -0.3% | -$57.8K | 0.07% | 372 |
|
|
2021
Q3 | $17.1M | Buy |
+279,117
| New | +$16.4M | 0.07% | 385 |
|
|
2021
Q2 | – | Sell |
-27,190
| Closed | -$1.51M | – | 2178 |
|
|
2021
Q1 | $1.51M | Sell |
27,190
-60,060
| -69% | -$2.72M | 0.01% | 1115 |
|
|
2020
Q4 | $3.24M | Sell |
87,250
-633
| -0.7% | -$21.2K | 0.02% | 766 |
|
|
2020
Q3 | $2.59M | Sell |
87,883
-205,952
| -70% | -$6.32M | 0.02% | 773 |
|
|
2020
Q2 | $7.54M | Sell |
293,835
-18,418
| -6% | -$390K | 0.07% | 407 |
|
|
2020
Q1 | $5.37M | Buy |
312,253
+164,580
| +111% | +$4.55M | 0.06% | 386 |
|
|
2019
Q4 | $4.38M | Buy |
+147,673
| New | +$4.17M | 0.03% | 616 |
|
|
2019
Q3 | – | Sell |
-192,520
| Closed | -$5.05M | – | 1399 |
|
|
2019
Q2 | $5.05M | Buy |
+192,520
| New | +$4.72M | 0.03% | 603 |
|
|
2019
Q1 | – | Sell |
-13,170
| Closed | -$293K | – | 1526 |
|
|
2018
Q4 | $293K | Sell |
13,170
-59,324
| -82% | -$1.34M | ﹤0.01% | 1236 |
|
|
2018
Q3 | $1.92M | Sell |
72,494
-11,585
| -14% | -$330K | 0.01% | 994 |
|
|
2018
Q2 | $2.29M | Buy |
84,079
+27,861
| +50% | +$802K | 0.01% | 883 |
|
|
2018
Q1 | $1.62M | Sell |
56,218
-509,781
| -90% | -$14.6M | 0.01% | 1057 |
|
|
2017
Q4 | $14.9M | Buy |
565,999
+549,473
| +3,325% | +$14.9M | 0.05% | 506 |
|
|
2017
Q3 | $448K | Sell |
16,526
-427,497
| -96% | -$10.9M | ﹤0.01% | 1390 |
|
|
2017
Q2 | $10.7M | Sell |
444,023
-1,859,508
| -81% | -$45.3M | 0.04% | 520 |
|
|
2017
Q1 | $57.2M | Buy |
2,303,531
+405,012
| +21% | +$8.95M | 0.27% | 85 |
|
|
2016
Q4 | $35.9M | Sell |
1,898,519
-1,254,727
| -40% | -$23.9M | 0.19% | 137 |
|
|
2016
Q3 | $59.4M | Sell |
3,153,246
-115,049
| -4% | -$2.23M | 0.34% | 79 |
|
|
2016
Q2 | $56.7M | Buy |
3,268,295
+2,399,513
| +276% | +$42.3M | 0.37% | 59 |
|
|
2016
Q1 | $14.9M | Buy |
+868,782
| New | +$13.7M | 0.09% | 306 |
|
|
2015
Q4 | – | Sell |
-776,350
| Closed | -$11.1M | – | 1345 |
|
|
2015
Q3 | $11.1M | Buy |
+776,350
| New | +$12.3M | 0.08% | 318 |
|
|
2013
Q3 | – | Sell |
-266,280
| Closed | -$3.94M | – | 652 |
|
|
2013
Q2 | $3.94M | Buy |
+266,280
| New | +$4.83M | 0.07% | 350 |
|
Other funds holding LPX
5NCM
Dmitry Balyasny's LPX Position: Q2 2026 in Review
Dmitry Balyasny opened a new position in Louisiana-Pacific (LPX) in Q2 2026: 433,874 shares worth $34.1M. The stake represents 0.04% of the portfolio and ranks #486 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in LPX as recently as Q4 2025.
Dmitry Balyasny first reported a position in LPX in Q2 2013 and has held it in 30 quarters since. The position peaked at $71.2M in Q1 2024. 419 funds tracked by Wall St. Rank hold LPX as of Q2 2026.
- Dmitry Balyasny held 433,874 shares of Louisiana-Pacific worth $34.1M as of Q2 2026.
- Louisiana-Pacific was a new Dmitry Balyasny position in Q2 2026.
- Louisiana-Pacific made up 0.04% of Dmitry Balyasny's portfolio in Q2 2026, its #486 holding.
- Dmitry Balyasny first reported a position in Louisiana-Pacific in Q2 2013 and has held it in 30 quarters since.
- Dmitry Balyasny's Louisiana-Pacific position peaked at $71.2M in Q1 2024.
- 419 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.