EC
Eminence Capital’s Louisiana-Pacific LPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248M | Buy |
2,887,438
+1,211,495
| +72% | +$104M | 2.99% | 4 |
|
|
2025
Q1 | $154M | Buy |
1,675,943
+230,837
| +16% | +$21.2M | 2.58% | 19 |
|
|
2024
Q4 | $150M | Buy |
1,445,106
+102,897
| +8% | +$10.7M | 2.29% | 16 |
|
|
2024
Q3 | $144M | Sell |
1,342,209
-541,315
| -29% | -$58.2M | 2.03% | 23 |
|
|
2024
Q2 | $155M | Sell |
1,883,524
-226,293
| -11% | -$18.6M | 2.5% | 16 |
|
|
2024
Q1 | $177M | Buy |
2,109,817
+52,826
| +3% | +$4.43M | 2.51% | 5 |
|
|
2023
Q4 | $146M | Buy |
2,056,991
+491,641
| +31% | +$34.8M | 2.19% | 14 |
|
|
2023
Q3 | $86.5M | Sell |
1,565,350
-342,077
| -18% | -$18.9M | 1.71% | 28 |
|
|
2023
Q2 | $143M | Buy |
+1,907,427
| New | +$143M | 1.88% | 7 |
|