Mason Hawkins’s Louisiana-Pacific LPX Stock Holding History

Mason Hawkins’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	–	Sell	-272,123	Closed	-$22M	–	51
2025 Q4	$22M	Buy	+272,123	New	+$23M	0.98%	33

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Mason Hawkins's LPX Position: Q1 2026 in Review

Mason Hawkins sold out of Louisiana-Pacific (LPX) in Q1 2026, closing a stake of 272,123 shares — an estimated $22M sold.

Mason Hawkins first reported a position in LPX in Q4 2025 and held it in 1 quarter. The position peaked at $22M in Q4 2025. 412 funds tracked by Wall St. Rank hold LPX as of Q1 2026.

Mason Hawkins reported no remaining Louisiana-Pacific position as of Q1 2026 after selling out during the quarter.
Mason Hawkins sold 272,123 Louisiana-Pacific shares in Q1 2026, an estimated $22M.
Mason Hawkins first reported a position in Louisiana-Pacific in Q4 2025 and held it in 1 quarter.
Mason Hawkins's Louisiana-Pacific position peaked at $22M in Q4 2025.
412 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q1 2026.

Based on Southeastern Asset Management's 13F filing for Q1 2026, filed 15 May 2026.