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Palestra Capital Management’s Louisiana-Pacific LPX Stock Holding History

Palestra Capital Management’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
2025
Q2 		– Sell
-911,621
Closed -$83.9M – 33
2025
Q1 		$83.9M Buy
911,621
+578,248
+173% +$60.4M 3.3% 15
2024
Q4 		$34.5M Buy
+333,373
New +$36.3M 0.95% 31

Other funds holding LPX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Palestra Capital Management's LPX Position: Q2 2025 in Review

Palestra Capital Management sold out of Louisiana-Pacific (LPX) in Q2 2025, closing a stake of 911,621 shares — an estimated $83.9M sold.

Palestra Capital Management first reported a position in LPX in Q4 2024 and held it in 2 quarters. The position peaked at $83.9M in Q1 2025. 460 funds tracked by Wall St. Rank hold LPX as of Q2 2025.

  • Palestra Capital Management reported no remaining Louisiana-Pacific position as of Q2 2025 after selling out during the quarter.
  • Palestra Capital Management sold 911,621 Louisiana-Pacific shares in Q2 2025, an estimated $83.9M.
  • Palestra Capital Management first reported a position in Louisiana-Pacific in Q4 2024 and held it in 2 quarters.
  • Palestra Capital Management's Louisiana-Pacific position peaked at $83.9M in Q1 2025.
  • 460 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2025.

Based on Palestra Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.