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Eminence Capital’s Louisiana-Pacific LPX Stock Holding History

Eminence Capital’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
-2,533,385
Closed -$184M – 14
2026
Q1 		$184M Sell
2,533,385
-1,514,751
-37% -$128M 4.23% 8
2025
Q4 		$327M Buy
4,048,136
+932,177
+30% +$78.8M 5.17% 3
2025
Q3 		$277M Buy
3,115,959
+228,521
+8% +$21.1M 3.36% 7
2025
Q2 		$248M Buy
2,887,438
+1,211,495
+72% +$108M 2.99% 5
2025
Q1 		$154M Buy
1,675,943
+230,837
+16% +$24.1M 2.58% 19
2024
Q4 		$150M Buy
1,445,106
+102,897
+8% +$11.2M 2.29% 16
2024
Q3 		$144M Sell
1,342,209
-541,315
-29% -$51.1M 2.03% 24
2024
Q2 		$155M Sell
1,883,524
-226,293
-11% -$18.9M 2.5% 16
2024
Q1 		$177M Buy
2,109,817
+52,826
+3% +$3.8M 2.51% 9
2023
Q4 		$146M Buy
2,056,991
+491,641
+31% +$29.4M 2.19% 18
2023
Q3 		$86.5M Sell
1,565,350
-342,077
-18% -$22.5M 1.71% 28
2023
Q2 		$143M Buy
+1,907,427
New +$118M 1.88% 8

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
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
Handelsbanken Fonder
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 $5.7B AUM 35.76% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eminence Capital's LPX Position: Q2 2026 in Review

Eminence Capital sold out of Louisiana-Pacific (LPX) in Q2 2026, closing a stake of 2,533,385 shares — an estimated $184M sold.

Eminence Capital first reported a position in LPX in Q2 2023 and held it in 12 quarters. The position peaked at $327M in Q4 2025. 45 funds tracked by Wall St. Rank hold LPX as of Q2 2026.

  • Eminence Capital reported no remaining Louisiana-Pacific position as of Q2 2026 after selling out during the quarter.
  • Eminence Capital sold 2,533,385 Louisiana-Pacific shares in Q2 2026, an estimated $184M.
  • Eminence Capital first reported a position in Louisiana-Pacific in Q2 2023 and held it in 12 quarters.
  • Eminence Capital's Louisiana-Pacific position peaked at $327M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2026.

Based on Eminence Capital's 13F filing for Q2 2026.