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 Q2	$5.51M	Buy	70,000 +40,000	+133%	+$2.95M	0.57%	71
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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Intrinsic Edge Capital Management's LPX Position: Q2 2026 in Review

Intrinsic Edge Capital Management increased its Louisiana-Pacific (LPX) stake by 133% in Q2 2026, buying an estimated $2.95M and bringing the position to 70,000 shares worth $5.51M. The position accounts for 0.57% of the portfolio, ranked #71.

Intrinsic Edge Capital Management first reported a position in LPX in Q1 2024 and has held it in 10 quarters since. The position peaked at $28.4M in Q1 2024. 420 funds tracked by Wall St. Rank hold LPX as of Q2 2026.

Intrinsic Edge Capital Management held 70,000 shares of Louisiana-Pacific worth $5.51M as of Q2 2026.
Intrinsic Edge Capital Management bought 40,000 Louisiana-Pacific shares in Q2 2026, an estimated $2.95M.
Louisiana-Pacific made up 0.57% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #71 holding.
Intrinsic Edge Capital Management first reported a position in Louisiana-Pacific in Q1 2024 and has held it in 10 quarters since.
Intrinsic Edge Capital Management's Louisiana-Pacific position peaked at $28.4M in Q1 2024.
420 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.