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

Waratah 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
2026 Q2	$10.3M	Buy	+130,743	New	+$9.66M	0.35%	68
2024 Q2	–	Sell	-55,129	Closed	-$4.63M	–	160
2024 Q1	$4.63M	Buy	+55,129	New	+$3.96M	0.14%	95
2023 Q2	–	Sell	-57,025	Closed	-$3.09M	–	178
2023 Q1	$3.09M	Buy	+57,025	New	+$3.49M	0.07%	102
2022 Q4	–	Sell	-441,411	Closed	-$22.6M	–	214
2022 Q3	$22.6M	Buy	441,411 +177,929	+68%	+$10.1M	0.34%	47
2022 Q2	$13.8M	Sell	263,482 -108,390	-29%	-$6.95M	0.3%	62
2022 Q1	$23.1M	Sell	371,872 -281,746	-43%	-$19.4M	0.31%	49
2021 Q4	$51.2M	Sell	653,618 -138,541	-17%	-$9.49M	0.87%	17
2021 Q3	$48.6M	Buy	792,159 +481,409	+155%	+$28.4M	0.73%	20
2021 Q2	$18.7M	Buy	+310,750	New	+$19.9M	0.26%	45
2019 Q3	–	Sell	-75,057	Closed	-$1.97M	–	192
2019 Q2	$1.97M	Buy	+75,057	New	+$1.84M	0.22%	70
2018 Q2	–	Sell	-19,071	Closed	-$549K	–	165
2018 Q1	$549K	Buy	+19,071	New	+$547K	0.06%	94

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

Waratah Capital Advisors's LPX Position: Q2 2026 in Review

Waratah Capital Advisors opened a new position in Louisiana-Pacific (LPX) in Q2 2026: 130,743 shares worth $10.3M. The stake represents 0.35% of the portfolio and ranks #68 among its holdings. This is a return to the name: Waratah Capital Advisors previously reported a position in LPX as recently as Q1 2024.

Waratah Capital Advisors first reported a position in LPX in Q1 2018 and has held it in 11 quarters since. The position peaked at $51.2M in Q4 2021. 420 funds tracked by Wall St. Rank hold LPX as of Q2 2026.

Waratah Capital Advisors held 130,743 shares of Louisiana-Pacific worth $10.3M as of Q2 2026.
Louisiana-Pacific was a new Waratah Capital Advisors position in Q2 2026.
Louisiana-Pacific made up 0.35% of Waratah Capital Advisors's portfolio in Q2 2026, its #68 holding.
Waratah Capital Advisors first reported a position in Louisiana-Pacific in Q1 2018 and has held it in 11 quarters since.
Waratah Capital Advisors's Louisiana-Pacific position peaked at $51.2M in Q4 2021.
420 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.