TwinBeech Capital’s Louisiana-Pacific LPX Stock Holding History

TwinBeech Capital’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	$2.15M	Buy	+29,500	New	+$2.48M	0.22%	138
2024 Q4	–	Sell	-6,283	Closed	-$675K	–	792
2024 Q3	$675K	Buy	+6,283	New	+$593K	0.01%	548
2022 Q4	–	Sell	-5,251	Closed	-$269K	–	832
2022 Q3	$269K	Buy	+5,251	New	+$298K	0.01%	568
2022 Q2	–	Sell	-28,922	Closed	-$1.8M	–	624
2022 Q1	$1.8M	Buy	+28,922	New	+$1.99M	0.08%	256
2021 Q3	–	Sell	-30,998	Closed	-$1.87M	–	682
2021 Q2	$1.87M	Buy	+30,998	New	+$1.98M	0.23%	136
2021 Q1	–	Sell	-13,028	Closed	-$484K	–	572
2020 Q4	$484K	Buy	+13,028	New	+$436K	0.08%	292

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

TwinBeech Capital's LPX Position: Q1 2026 in Review

TwinBeech Capital opened a new position in Louisiana-Pacific (LPX) in Q1 2026: 29,500 shares worth $2.15M. The stake represents 0.22% of the portfolio and ranks #138 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in LPX as recently as Q3 2024.

TwinBeech Capital first reported a position in LPX in Q4 2020 and has held it in 6 quarters since. 411 funds tracked by Wall St. Rank hold LPX as of Q1 2026.

TwinBeech Capital held 29,500 shares of Louisiana-Pacific worth $2.15M as of Q1 2026.
Louisiana-Pacific was a new TwinBeech Capital position in Q1 2026.
Louisiana-Pacific made up 0.22% of TwinBeech Capital's portfolio in Q1 2026, its #138 holding.
TwinBeech Capital first reported a position in Louisiana-Pacific in Q4 2020 and has held it in 6 quarters since.
411 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.