Skye Global Management’s Louisiana-Pacific LPX Stock Holding History

Skye Global 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 Q2	$4.72M	Sell	60,000 -2,000	-3%	-$148K	0.09%	29
2026 Q1	$4.51M	Sell	62,000 -19,000	-23%	-$1.6M	0.09%	41
2025 Q4	$6.54M	Buy	81,000 +4,200	+5%	+$355K	0.12%	38
2025 Q3	$6.82M	Buy	76,800 +8,600	+13%	+$794K	0.14%	44
2025 Q2	$5.86M	Buy	68,200 +3,200	+5%	+$284K	0.1%	43
2025 Q1	$5.98M	Buy	65,000 +24,500	+60%	+$2.56M	0.16%	38
2024 Q4	$4.19M	Buy	+40,500	New	+$4.4M	0.09%	35

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

Skye Global Management's LPX Position: Q2 2026 in Review

Skye Global Management reduced its Louisiana-Pacific (LPX) stake by 3.2% in Q2 2026, selling an estimated $148K and leaving 60,000 shares worth $4.72M. The position accounts for 0.09% of the portfolio, ranked #29.

Skye Global Management first reported a position in LPX in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.82M in Q3 2025. 420 funds tracked by Wall St. Rank hold LPX as of Q2 2026.

Skye Global Management held 60,000 shares of Louisiana-Pacific worth $4.72M as of Q2 2026.
Skye Global Management sold 2,000 Louisiana-Pacific shares in Q2 2026, an estimated $148K.
Louisiana-Pacific made up 0.09% of Skye Global Management's portfolio in Q2 2026, its #29 holding.
Skye Global Management first reported a position in Louisiana-Pacific in Q4 2024 and has held it in 7 quarters since.
Skye Global Management's Louisiana-Pacific position peaked at $6.82M in Q3 2025.
420 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2026.

Based on Skye Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.