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

Parsifal 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
2026
Q1 		$6.68M Sell
91,884
-88,284
-49% -$7.44M 0.79% 18
2025
Q4 		$14.6M Sell
180,168
-339,432
-65% -$28.7M 1.19% 18
2025
Q3 		$46.2M Buy
+519,600
New +$48M 4.3% 12

Other funds holding LPX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parsifal Capital Management's LPX Position: Q1 2026 in Review

Parsifal Capital Management reduced its Louisiana-Pacific (LPX) stake by 49% in Q1 2026, selling an estimated $7.44M and leaving 91,884 shares worth $6.68M. The position accounts for 0.79% of the portfolio, ranked #18.

Parsifal Capital Management first reported a position in LPX in Q3 2025 and has held it in 3 quarters since. The position peaked at $46.2M in Q3 2025. 411 funds tracked by Wall St. Rank hold LPX as of Q1 2026.

  • Parsifal Capital Management held 91,884 shares of Louisiana-Pacific worth $6.68M as of Q1 2026.
  • Parsifal Capital Management sold 88,284 Louisiana-Pacific shares in Q1 2026, an estimated $7.44M.
  • Louisiana-Pacific made up 0.79% of Parsifal Capital Management's portfolio in Q1 2026, its #18 holding.
  • Parsifal Capital Management first reported a position in Louisiana-Pacific in Q3 2025 and has held it in 3 quarters since.
  • Parsifal Capital Management's Louisiana-Pacific position peaked at $46.2M in Q3 2025.
  • 411 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q1 2026.

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