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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-809,522	Closed	-$44.7M	–	37
2023 Q3	$44.7M	Buy	809,522 +629,022	+348%	+$34.8M	2.55%	15
2023 Q2	$13.5M	Buy	+180,500	New	+$13.5M	0.8%	24