IECM
Intrinsic Edge Capital Management’s Louisiana-Pacific LPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Sell |
51,719
-168,061
| -76% | -$14.5M | 0.62% | 60 |
|
|
2025
Q1 | $20.2M | Buy |
219,780
+149,605
| +213% | +$13.8M | 3.72% | 7 |
|
|
2024
Q4 | $7.27M | Sell |
70,175
-120,000
| -63% | -$12.4M | 0.88% | 39 |
|
|
2024
Q3 | $20.4M | Buy |
190,175
+85,000
| +81% | +$9.13M | 2.47% | 8 |
|
|
2024
Q2 | $8.66M | Sell |
105,175
-233,840
| -69% | -$19.3M | 0.78% | 40 |
|
|
2024
Q1 | $28.4M | Buy |
+339,015
| New | +$28.4M | 2.23% | 6 |
|