Intrinsic Edge Capital Management’s Louisiana-Pacific LPX Stock Holding History

Intrinsic Edge 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 Q1	$2.18M	Sell	30,000 -20,000	-40%	-$1.68M	0.36%	87
2025 Q4	$4.04M	Sell	50,000 -1,719	-3%	-$145K	0.72%	59
2025 Q3	$4.59M	Hold	51,719	–	–	0.64%	59
2025 Q2	$4.45M	Sell	51,719 -168,061	-76%	-$14.9M	0.62%	64
2025 Q1	$20.2M	Buy	219,780 +149,605	+213%	+$15.6M	3.72%	7
2024 Q4	$7.27M	Sell	70,175 -120,000	-63%	-$13.1M	0.88%	43
2024 Q3	$20.4M	Buy	190,175 +85,000	+81%	+$8.02M	2.47%	8
2024 Q2	$8.66M	Sell	105,175 -233,840	-69%	-$19.5M	0.78%	43
2024 Q1	$28.4M	Buy	+339,015	New	+$24.4M	2.23%	6

Other funds holding LPX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Intrinsic Edge Capital Management's LPX Position: Q1 2026 in Review

Intrinsic Edge Capital Management reduced its Louisiana-Pacific (LPX) stake by 40% in Q1 2026, selling an estimated $1.68M and leaving 30,000 shares worth $2.18M. The position accounts for 0.36% of the portfolio, ranked #87.

Intrinsic Edge Capital Management first reported a position in LPX in Q1 2024 and has held it in 9 quarters since. The position peaked at $28.4M in Q1 2024. 411 funds tracked by Wall St. Rank hold LPX as of Q1 2026.

Intrinsic Edge Capital Management held 30,000 shares of Louisiana-Pacific worth $2.18M as of Q1 2026.
Intrinsic Edge Capital Management sold 20,000 Louisiana-Pacific shares in Q1 2026, an estimated $1.68M.
Louisiana-Pacific made up 0.36% of Intrinsic Edge Capital Management's portfolio in Q1 2026, its #87 holding.
Intrinsic Edge Capital Management first reported a position in Louisiana-Pacific in Q1 2024 and has held it in 9 quarters since.
Intrinsic Edge Capital Management's Louisiana-Pacific position peaked at $28.4M in Q1 2024.
411 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.