Riverwater Partners’s Louisiana-Pacific LPX Stock Holding History

Riverwater Partners’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 Q2	$326K	Sell	4,145 -26,825	-87%	-$1.98M	0.1%	175
2026 Q1	$2.25M	Buy	30,970 +9,653	+45%	+$813K	0.75%	45
2025 Q4	$1.72M	Buy	21,317 +3,790	+22%	+$320K	0.67%	48
2025 Q3	$1.56M	Buy	17,527 +5,641	+47%	+$521K	0.65%	48
2025 Q2	$1.02M	Buy	11,886 +1,782	+18%	+$158K	0.48%	69
2025 Q1	$929K	Sell	10,104 -189	-2%	-$19.7K	0.48%	70
2024 Q4	$1.07M	Buy	10,293 +268	+3%	+$29.1K	0.52%	57
2024 Q3	$1.08M	Buy	10,025 +252	+3%	+$23.8K	0.54%	58
2024 Q2	$805K	Buy	9,773 +4,151	+74%	+$347K	0.6%	42
2024 Q1	$472K	Buy	+5,622	New	+$404K	0.35%	83

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

5NCM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Riverwater Partners's LPX Position: Q2 2026 in Review

Riverwater Partners reduced its Louisiana-Pacific (LPX) stake by 87% in Q2 2026, selling an estimated $1.98M and leaving 4,145 shares worth $326K. The position accounts for 0.1% of the portfolio, ranked #175.

Riverwater Partners first reported a position in LPX in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.25M in Q1 2026. 419 funds tracked by Wall St. Rank hold LPX as of Q2 2026.

Riverwater Partners held 4,145 shares of Louisiana-Pacific worth $326K as of Q2 2026.
Riverwater Partners sold 26,825 Louisiana-Pacific shares in Q2 2026, an estimated $1.98M.
Louisiana-Pacific made up 0.1% of Riverwater Partners's portfolio in Q2 2026, its #175 holding.
Riverwater Partners first reported a position in Louisiana-Pacific in Q1 2024 and has held it in 10 quarters since.
Riverwater Partners's Louisiana-Pacific position peaked at $2.25M in Q1 2026.
419 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.