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

Kinetic Partners 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	$10.5M	Hold	133,395	–	–	0.25%	42
2026 Q1	$9.7M	Sell	133,395 -314,400	-70%	-$26.5M	0.54%	40
2025 Q4	$36.2M	Sell	447,795 -403,000	-47%	-$34.1M	1.75%	22
2025 Q3	$75.6M	Hold	850,795	–	–	3.66%	11
2025 Q2	$73.2M	Sell	850,795 -242,260	-22%	-$21.5M	4%	9
2025 Q1	$101M	Buy	1,093,055 +164,643	+18%	+$17.2M	7.21%	3
2024 Q4	$96.1M	Buy	928,412 +37,795	+4%	+$4.11M	6.33%	3
2024 Q3	$95.7M	Sell	890,617 -91,800	-9%	-$8.66M	6.64%	4
2024 Q2	$80.9M	Buy	+982,417	New	+$82M	5.89%	3

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

Kinetic Partners Management's LPX Position: Q2 2026 in Review

Kinetic Partners Management held its Louisiana-Pacific (LPX) position steady in Q2 2026 at 133,395 shares worth $10.5M. The position accounts for 0.25% of the portfolio, ranked #42.

Kinetic Partners Management first reported a position in LPX in Q2 2024 and has held it in 9 quarters since. The position peaked at $101M in Q1 2025. 420 funds tracked by Wall St. Rank hold LPX as of Q2 2026.

Kinetic Partners Management held 133,395 shares of Louisiana-Pacific worth $10.5M as of Q2 2026.
Kinetic Partners Management left its Louisiana-Pacific share count unchanged in Q2 2026.
Louisiana-Pacific made up 0.25% of Kinetic Partners Management's portfolio in Q2 2026, its #42 holding.
Kinetic Partners Management first reported a position in Louisiana-Pacific in Q2 2024 and has held it in 9 quarters since.
Kinetic Partners Management's Louisiana-Pacific position peaked at $101M in Q1 2025.
420 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2026.

Based on Kinetic Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.