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 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 $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

Skye Global Management's LPX Position: Q1 2026 in Review

Skye Global Management reduced its Louisiana-Pacific (LPX) stake by 23% in Q1 2026, selling an estimated $1.6M and leaving 62,000 shares worth $4.51M. The position accounts for 0.09% of the portfolio, ranked #41.

Skye Global Management first reported a position in LPX in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.82M in Q3 2025. 411 funds tracked by Wall St. Rank hold LPX as of Q1 2026.

Skye Global Management held 62,000 shares of Louisiana-Pacific worth $4.51M as of Q1 2026.
Skye Global Management sold 19,000 Louisiana-Pacific shares in Q1 2026, an estimated $1.6M.
Louisiana-Pacific made up 0.09% of Skye Global Management's portfolio in Q1 2026, its #41 holding.
Skye Global Management first reported a position in Louisiana-Pacific in Q4 2024 and has held it in 6 quarters since.
Skye Global Management's Louisiana-Pacific position peaked at $6.82M in Q3 2025.
411 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q1 2026.

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