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

Fernbridge 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 		$44.1M Buy
561,155
+156,058
+39% +$11.5M 3.23% 12
2026
Q1 		$29.5M Sell
405,097
-494,951
-55% -$41.7M 1.89% 15
2025
Q4 		$72.7M Buy
900,048
+79,293
+10% +$6.7M 3.57% 8
2025
Q3 		$72.9M Buy
820,755
+607,319
+285% +$56.1M 3.55% 5
2025
Q2 		$18.4M Buy
+213,436
New +$19M 0.87% 22

Other funds holding LPX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fernbridge Capital Management increased its Louisiana-Pacific (LPX) stake by 39% in Q2 2026, buying an estimated $11.5M and bringing the position to 561,155 shares worth $44.1M. The position accounts for 3.23% of the portfolio, ranked #12.

Fernbridge Capital Management first reported a position in LPX in Q2 2025 and has held it in 5 quarters since. The position peaked at $72.9M in Q3 2025. 420 funds tracked by Wall St. Rank hold LPX as of Q2 2026.

  • Fernbridge Capital Management held 561,155 shares of Louisiana-Pacific worth $44.1M as of Q2 2026.
  • Fernbridge Capital Management bought 156,058 Louisiana-Pacific shares in Q2 2026, an estimated $11.5M.
  • Louisiana-Pacific made up 3.23% of Fernbridge Capital Management's portfolio in Q2 2026, its #12 holding.
  • Fernbridge Capital Management first reported a position in Louisiana-Pacific in Q2 2025 and has held it in 5 quarters since.
  • Fernbridge Capital Management's Louisiana-Pacific position peaked at $72.9M in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2026.

Based on Fernbridge Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.