Greenhaven Road Investment Management’s Louisiana-Pacific LPX Stock Holding History

Greenhaven Road Investment 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 Q1	–	Sell	-101,323	Closed	-$8.18M	–	18
2025 Q4	$8.18M	Sell	101,323 -85,094	-46%	-$7.19M	1.38%	11
2025 Q3	$16.6M	Sell	186,417 -15,000	-7%	-$1.38M	2.44%	10
2025 Q2	$17.3M	Buy	201,417 +6,500	+3%	+$578K	5.93%	8
2025 Q1	$17.9M	Buy	194,917 +43,300	+29%	+$4.52M	7.31%	6
2024 Q4	$15.7M	Buy	151,617 +10,500	+7%	+$1.14M	2.51%	7
2024 Q3	$15.2M	Buy	141,117 +30,500	+28%	+$2.88M	6.45%	6
2024 Q2	$9.11M	Buy	110,617 +6,000	+6%	+$501K	4.22%	8
2024 Q1	$8.78M	Buy	+104,617	New	+$7.52M	3.72%	8

Other funds holding LPX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenhaven Road Investment Management's LPX Position: Q1 2026 in Review

Greenhaven Road Investment Management sold out of Louisiana-Pacific (LPX) in Q1 2026, closing a stake of 101,323 shares — an estimated $8.18M sold.

Greenhaven Road Investment Management first reported a position in LPX in Q1 2024 and held it in 8 quarters. The position peaked at $17.9M in Q1 2025. 412 funds tracked by Wall St. Rank hold LPX as of Q1 2026.

Greenhaven Road Investment Management reported no remaining Louisiana-Pacific position as of Q1 2026 after selling out during the quarter.
Greenhaven Road Investment Management sold 101,323 Louisiana-Pacific shares in Q1 2026, an estimated $8.18M.
Greenhaven Road Investment Management first reported a position in Louisiana-Pacific in Q1 2024 and held it in 8 quarters.
Greenhaven Road Investment Management's Louisiana-Pacific position peaked at $17.9M in Q1 2025.
412 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q1 2026.

Based on Greenhaven Road Investment Management's 13F filing for Q1 2026, filed 15 May 2026.