LPC
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Long Pond Capital’s Louisiana-Pacific LPX Stock Holding History

Long Pond Capital’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
2023
Q4 		– Sell
-809,522
Closed -$44.7M – 37
2023
Q3 		$44.7M Buy
809,522
+629,022
+348% +$41.3M 2.55% 16
2023
Q2 		$13.5M Buy
+180,500
New +$11.2M 0.8% 24

Other funds holding LPX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Long Pond Capital's LPX Position: Q4 2023 in Review

Long Pond Capital sold out of Louisiana-Pacific (LPX) in Q4 2023, closing a stake of 809,522 shares — an estimated $44.7M sold.

Long Pond Capital first reported a position in LPX in Q2 2023 and held it in 2 quarters. The position peaked at $44.7M in Q3 2023. 384 funds tracked by Wall St. Rank hold LPX as of Q4 2023.

  • Long Pond Capital reported no remaining Louisiana-Pacific position as of Q4 2023 after selling out during the quarter.
  • Long Pond Capital sold 809,522 Louisiana-Pacific shares in Q4 2023, an estimated $44.7M.
  • Long Pond Capital first reported a position in Louisiana-Pacific in Q2 2023 and held it in 2 quarters.
  • Long Pond Capital's Louisiana-Pacific position peaked at $44.7M in Q3 2023.
  • 384 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q4 2023.

Based on Long Pond Capital's 13F filing for Q4 2023, filed 14 Feb 2024.