KLCM Advisors’s Louisiana-Pacific LPX Stock Holding History

KLCM Advisors’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	$11M	Buy	150,550 +66,681	+80%	+$5.62M	0.92%	31
2025 Q4	$6.77M	Buy	83,869 +7,511	+10%	+$635K	0.58%	40
2025 Q3	$6.78M	Buy	+76,358	New	+$7.05M	0.68%	34
2024 Q2	–	Sell	-140,233	Closed	-$11.8M	–	163
2024 Q1	$11.8M	Buy	140,233 +2,130	+2%	+$153K	1.51%	22
2023 Q4	$9.78M	Buy	138,103 +5,545	+4%	+$331K	1.51%	25
2023 Q3	$7.33M	Buy	+132,558	New	+$8.7M	1.38%	28

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

KLCM Advisors's LPX Position: Q1 2026 in Review

KLCM Advisors increased its Louisiana-Pacific (LPX) stake by 80% in Q1 2026, buying an estimated $5.62M and bringing the position to 150,550 shares worth $11M. The position accounts for 0.92% of the portfolio, ranked #31.

KLCM Advisors first reported a position in LPX in Q3 2023 and has held it in 6 quarters since. The position peaked at $11.8M in Q1 2024. 412 funds tracked by Wall St. Rank hold LPX as of Q1 2026.

KLCM Advisors held 150,550 shares of Louisiana-Pacific worth $11M as of Q1 2026.
KLCM Advisors bought 66,681 Louisiana-Pacific shares in Q1 2026, an estimated $5.62M.
Louisiana-Pacific made up 0.92% of KLCM Advisors's portfolio in Q1 2026, its #31 holding.
KLCM Advisors first reported a position in Louisiana-Pacific in Q3 2023 and has held it in 6 quarters since.
KLCM Advisors's Louisiana-Pacific position peaked at $11.8M in Q1 2024.
412 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.