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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.39M Buy
+94,000
New +$6.94M 0.71% 25
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

Long Pond Capital's LPX Position: Q2 2026 in Review

Long Pond Capital opened a new position in Louisiana-Pacific (LPX) in Q2 2026: 94,000 shares worth $7.39M. The stake represents 0.71% of the portfolio and ranks #25 among its holdings. This is a return to the name: Long Pond Capital previously reported a position in LPX as recently as Q3 2023.

Long Pond Capital first reported a position in LPX in Q2 2023 and has held it in 3 quarters since. The position peaked at $44.7M in Q3 2023. 419 funds tracked by Wall St. Rank hold LPX as of Q2 2026.

  • Long Pond Capital held 94,000 shares of Louisiana-Pacific worth $7.39M as of Q2 2026.
  • Louisiana-Pacific was a new Long Pond Capital position in Q2 2026.
  • Louisiana-Pacific made up 0.71% of Long Pond Capital's portfolio in Q2 2026, its #25 holding.
  • Long Pond Capital first reported a position in Louisiana-Pacific in Q2 2023 and has held it in 3 quarters since.
  • Long Pond Capital's Louisiana-Pacific position peaked at $44.7M in Q3 2023.
  • 419 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2026.

Based on Long Pond Capital's 13F filing for Q2 2026, filed 13 Aug 2026.