Cliff Asness's LPX Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 657,502 shares of Louisiana-Pacific Corporation (LPX) worth $53.1 M, representing 0.03% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in LPX, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2017, adding 400,991 shares. Largest reduction occurred in Q4 2018, reducing 858,189 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Louisiana-Pacific Corporation (LPX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Louisiana-Pacific Corporation (LPX) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +125,316 | Add 23.55% | 657,502 | $80.76 |
| Q3 2025 | -62,710 | Reduce 10.54% | 532,186 | $85.56 |
| Q2 2025 | +234,734 | Add 65.17% | 594,896 | $85.99 |
| Q1 2025 | +60,832 | Add 20.32% | 360,162 | $90.60 |
| Q4 2024 | +29,815 | Add 11.06% | 299,330 | $103.55 |
| Q3 2024 | +46,605 | Add 20.91% | 269,515 | $106.39 |
| Q2 2024 | +152,279 | Add 215.60% | 222,910 | $82.33 |
| Q1 2024 | +10,283 | Add 17.04% | 70,631 | $83.49 |
| Q4 2023 | -5,955 | Reduce 8.98% | 60,348 | $70.83 |
| Q3 2023 | -112,826 | Reduce 62.99% | 66,303 | $55.27 |
| Q2 2023 | -31,184 | Reduce 14.83% | 179,129 | $74.81 |
| Q1 2023 | -177,887 | Reduce 45.82% | 210,313 | $54.07 |
| Q4 2022 | -20,640 | Reduce 5.05% | 388,200 | $59.20 |
| Q3 2022 | -39,752 | Reduce 8.86% | 408,840 | $51.19 |
| Q2 2022 | +101,318 | Add 29.18% | 448,592 | $51.18 |
| Q1 2022 | -51,554 | Reduce 12.93% | 347,274 | $62.12 |
| Q4 2021 | -45,476 | Reduce 10.24% | 398,828 | $77.39 |
| Q3 2021 | +132,636 | Add 42.56% | 444,304 | $61.37 |
| Q2 2021 | +65,981 | Add 26.86% | 311,668 | $58.41 |
| Q1 2021 | +178,307 | Add 264.63% | 245,687 | $54.82 |
| Q4 2020 | -56,064 | Reduce 45.42% | 67,380 | $36.67 |
| Q3 2020 | +85,658 | Add 226.69% | 123,444 | $29.51 |
| Q2 2020 | -8,107 | Reduce 17.67% | 37,786 | $25.09 |
| Q1 2020 | +19,684 | Add 75.10% | 45,893 | $17.17 |
| Q4 2019 | +6,439 | Add 32.57% | 26,209 | $29.68 |
| Q3 2019 | -70,673 | Reduce 78.14% | 19,770 | $24.58 |
| Q2 2019 | -101,450 | Reduce 52.87% | 90,443 | $26.22 |
| Q1 2019 | -593,199 | Reduce 75.56% | 191,893 | $24.38 |
| Q4 2018 | -858,189 | Reduce 52.22% | 785,092 | $22.22 |
| Q3 2018 | +119,288 | Add 7.83% | 1.64 M | $26.49 |
| Q2 2018 | +324,437 | Add 27.05% | 1.52 M | $27.22 |
| Q1 2018 | +307,905 | Add 34.53% | 1.2 M | $28.77 |
| Q4 2017 | +400,991 | Add 81.72% | 891,651 | $26.26 |
| Q3 2017 | -37,030 | Reduce 7.02% | 490,660 | $27.08 |
| Q2 2017 | +292,746 | Add 124.60% | 527,690 | $24.11 |
| Q1 2017 | +194,882 | Add 486.45% | 234,944 | $24.82 |
| Q4 2016 | -13,384 | Reduce 25.04% | 40,062 | $18.92 |
| Q3 2016 | +19,826 | Add 58.97% | 53,446 | $18.82 |
| Q2 2016 | +1,857 | Add 5.85% | 33,620 | $17.34 |
| Q1 2016 | -11,276 | Reduce 26.20% | 31,763 | $17.13 |
| Q4 2015 | +8,604 | Add 24.99% | 43,039 | $18.01 |
| Q3 2015 | -29,137 | Reduce 45.83% | 34,435 | $14.23 |
| Q2 2015 | +4,763 | Add 8.10% | 63,572 | $17.04 |
| Q1 2015 | -17,500 | Reduce 22.93% | 58,809 | $16.51 |
| Q4 2014 | -3,310 | Reduce 4.16% | 76,309 | $16.56 |
| Q3 2014 | -300 | Reduce 0.38% | 79,619 | $13.59 |
| Q2 2014 | +2,700 | Add 3.50% | 79,919 | $15.02 |
| Q1 2014 | +2,200 | Add 2.93% | 77,219 | $16.87 |
| Q4 2013 | -1,504 | Reduce 1.97% | 75,019 | $18.52 |
| Q3 2013 | -3,386 | Reduce 4.24% | 76,523 | $17.59 |
| Q2 2013 | +79,909 | Add 0.00% | 79,909 | $14.79 |
| Q4 2012 | +49,409 | Add 0.00% | 49,409 | $19.33 |
Cliff Asness's Louisiana-Pacific Corporation Investment FAQs
Cliff Asness first purchased Louisiana-Pacific Corporation (LPX) in Q4 2012, acquiring 49,409 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Louisiana-Pacific Corporation (LPX) for 53 quarters since Q4 2012.
Cliff Asness's largest addition to Louisiana-Pacific Corporation (LPX) was in Q4 2017, adding 891,651 shares worth $23.42 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 657,502 shares of Louisiana-Pacific Corporation (LPX), valued at approximately $53.1 M.
As of the Q4 2025 filing, Louisiana-Pacific Corporation (LPX) represents approximately 0.03% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Louisiana-Pacific Corporation (LPX) was 1,643,281 shares, as reported at the end of Q3 2018.