Scopus Asset Management’s Louisiana-Pacific LPX Stock Holding History

Scopus Asset 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
2024 Q4	–	Sell	-50,000	Closed	-$5.37M	–	275
2024 Q3	$5.37M	Buy	+50,000	New	+$4.72M	0.1%	221
2021 Q4	–	Sell	-125,000	Closed	-$7.67M	–	357
2021 Q3	$7.67M	Sell	125,000 -175,000	-58%	-$10.3M	0.13%	185
2021 Q2	$18.1M	Buy	300,000 +250,000	+500%	+$16M	0.24%	120
2021 Q1	$2.77M	Buy	+50,000	New	+$2.27M	0.03%	281

Other funds holding LPX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Scopus Asset Management's LPX Position: Q1 2026 in Review

Scopus Asset Management sold out of Louisiana-Pacific (LPX) in Q1 2026, closing a stake of 60,000 shares — an estimated $4.85M sold.

Scopus Asset Management first reported a position in LPX in Q3 2013 and held it in 25 quarters. The position peaked at $77.6M in Q1 2021. 411 funds tracked by Wall St. Rank hold LPX as of Q1 2026.

Scopus Asset Management reported no remaining Louisiana-Pacific position as of Q1 2026 after selling out during the quarter.
Scopus Asset Management sold 60,000 Louisiana-Pacific shares in Q1 2026, an estimated $4.85M.
Scopus Asset Management first reported a position in Louisiana-Pacific in Q3 2013 and held it in 25 quarters.
Scopus Asset Management's Louisiana-Pacific position peaked at $77.6M in Q1 2021.
411 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q1 2026.

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