Kinetic Partners Management’s Louisiana-Pacific LPX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$73.2M	Sell	850,795 -242,260	-22%	-$20.8M	4%	9
2025 Q1	$101M	Buy	1,093,055 +164,643	+18%	+$15.1M	7.21%	3
2024 Q4	$96.1M	Buy	928,412 +37,795	+4%	+$3.91M	6.33%	3
2024 Q3	$95.7M	Sell	890,617 -91,800	-9%	-$9.86M	6.64%	4
2024 Q2	$80.9M	Buy	+982,417	New	+$80.9M	5.89%	3