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Southpoint Capital Advisors’s Louisiana-Pacific LPX Stock Holding History

Southpoint Capital Advisors’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
2025
Q4 		– Sell
-600,000
Closed -$53.3M – 44
2025
Q3 		$53.3M Buy
+600,000
New +$55.4M 1.4% 25

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EC
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5NCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Southpoint Capital Advisors's LPX Position: Q4 2025 in Review

Southpoint Capital Advisors sold out of Louisiana-Pacific (LPX) in Q4 2025, closing a stake of 600,000 shares — an estimated $53.3M sold.

Southpoint Capital Advisors first reported a position in LPX in Q3 2025 and held it in 1 quarter. The position peaked at $53.3M in Q3 2025. 415 funds tracked by Wall St. Rank hold LPX as of Q4 2025.

  • Southpoint Capital Advisors reported no remaining Louisiana-Pacific position as of Q4 2025 after selling out during the quarter.
  • Southpoint Capital Advisors sold 600,000 Louisiana-Pacific shares in Q4 2025, an estimated $53.3M.
  • Southpoint Capital Advisors first reported a position in Louisiana-Pacific in Q3 2025 and held it in 1 quarter.
  • Southpoint Capital Advisors's Louisiana-Pacific position peaked at $53.3M in Q3 2025.
  • 415 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q4 2025.

Based on Southpoint Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.