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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-911,621	Closed	-$83.9M	–	32
2025 Q1	$83.9M	Buy	911,621 +578,248	+173%	+$53.2M	3.3%	15
2024 Q4	$34.5M	Buy	+333,373	New	+$34.5M	0.95%	31