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

Southernsun 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
2026
Q2 		$45.4M Buy
577,698
+91,829
+19% +$6.78M 6.12% 2
2026
Q1 		$35.3M Buy
485,869
+28,615
+6% +$2.41M 5.12% 4
2025
Q4 		$36.9M Buy
457,254
+29,212
+7% +$2.47M 5.15% 5
2025
Q3 		$38M Sell
428,042
-5,218
-1% -$482K 4.93% 4
2025
Q2 		$37.3M Sell
433,260
-24,831
-5% -$2.21M 5.23% 5
2025
Q1 		$42.1M Sell
458,091
-26,272
-5% -$2.74M 6.1% 4
2024
Q4 		$50.2M Buy
484,363
+5,457
+1% +$593K 6.25% 5
2024
Q3 		$51.5M Sell
478,906
-57,760
-11% -$5.45M 6.1% 5
2024
Q2 		$44.2M Sell
536,666
-15,417
-3% -$1.29M 5.33% 8
2024
Q1 		$46.3M Sell
552,083
-24,594
-4% -$1.77M 5.16% 7
2023
Q4 		$40.8M Buy
576,677
+72,911
+14% +$4.35M 4.71% 7
2023
Q3 		$27.8M Buy
503,766
+262,602
+109% +$17.2M 3.26% 19
2023
Q2 		$18.1M Buy
241,164
+170,155
+240% +$10.5M 1.91% 21
2023
Q1 		$3.85M Buy
+71,009
New +$4.34M 0.44% 27

Other funds holding LPX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Southernsun Asset Management's LPX Position: Q2 2026 in Review

Southernsun Asset Management increased its Louisiana-Pacific (LPX) stake by 19% in Q2 2026, buying an estimated $6.78M and bringing the position to 577,698 shares worth $45.4M. The position accounts for 6.12% of the portfolio, ranked #2.

Southernsun Asset Management first reported a position in LPX in Q1 2023 and has held it in 14 quarters since. The position peaked at $51.5M in Q3 2024. 420 funds tracked by Wall St. Rank hold LPX as of Q2 2026.

  • Southernsun Asset Management held 577,698 shares of Louisiana-Pacific worth $45.4M as of Q2 2026.
  • Southernsun Asset Management bought 91,829 Louisiana-Pacific shares in Q2 2026, an estimated $6.78M.
  • Louisiana-Pacific made up 6.12% of Southernsun Asset Management's portfolio in Q2 2026, its #2 holding.
  • Southernsun Asset Management first reported a position in Louisiana-Pacific in Q1 2023 and has held it in 14 quarters since.
  • Southernsun Asset Management's Louisiana-Pacific position peaked at $51.5M in Q3 2024.
  • 420 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2026.

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