Sagefield Capital’s Louisiana-Pacific LPX Stock Holding History

Sagefield Capital’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	$3.71M	Sell	47,122 -17,668	-27%	-$1.31M	0.27%	89
2026 Q1	$4.71M	Buy	64,790 +11,840	+22%	+$997K	0.34%	77
2025 Q4	$4.28M	Buy	52,950 +1,089	+2%	+$92K	0.36%	73
2025 Q3	$4.61M	Sell	51,861 -8,306	-14%	-$767K	0.52%	49
2025 Q2	$5.17M	Buy	60,167 +12,658	+27%	+$1.12M	0.72%	36
2025 Q1	$4.37M	Buy	47,509 +14,227	+43%	+$1.48M	0.53%	46
2024 Q4	$3.45M	Buy	+33,282	New	+$3.62M	0.37%	53

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

Sagefield Capital's LPX Position: Q2 2026 in Review

Sagefield Capital reduced its Louisiana-Pacific (LPX) stake by 27% in Q2 2026, selling an estimated $1.31M and leaving 47,122 shares worth $3.71M. The position accounts for 0.27% of the portfolio, ranked #89.

Sagefield Capital first reported a position in LPX in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.17M in Q2 2025. 420 funds tracked by Wall St. Rank hold LPX as of Q2 2026.

Sagefield Capital held 47,122 shares of Louisiana-Pacific worth $3.71M as of Q2 2026.
Sagefield Capital sold 17,668 Louisiana-Pacific shares in Q2 2026, an estimated $1.31M.
Louisiana-Pacific made up 0.27% of Sagefield Capital's portfolio in Q2 2026, its #89 holding.
Sagefield Capital first reported a position in Louisiana-Pacific in Q4 2024 and has held it in 7 quarters since.
Sagefield Capital's Louisiana-Pacific position peaked at $5.17M in Q2 2025.
420 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2026.

Based on Sagefield Capital's 13F filing for Q2 2026, filed 14 Aug 2026.