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Louisiana-Pacific Corporation

LPX Industrials
$72.75 +$2.48 (3.53%)
Market Cap: $5.08 B
Gurus Holding
12
Popularity Rank
#247
% of Shares Held
10.57%
Net Activity (Q4 2025)
-$8.67 M

Guru Ownership Trend

Guru Analysis for Louisiana-Pacific Corporation (LPX)

Louisiana-Pacific Corporation (LPX), a key player in the Industrials sector, continues to attract institutional attention.

As of Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $536.86 M.

Top institutional holders include Warren Buffett and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $8.67 M net outflow during the quarter.

Recent activity highlights Mason Hawkins who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 98.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$67.53 M
Total Buy Value
New Buys 4
Additions 2
-$76.19 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
6

FAQs for Louisiana-Pacific Corporation (LPX)

Major holders include Warren Buffett ($457.49 M), Cliff Asness ($53.1 M), Mason Hawkins ($21.98 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 7.38 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $8.67 M, with 6 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited LPX. The total reported sell value was $76.19 M.

Yes, 4 managers opened new positions in LPX, and 2 increased their existing holdings. The total reported buy value was $67.53 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.17% 5,664,793 $457.49 M Q4 2025
0.03% Add 23.6% 657,502 $53.1 M Q4 2025
0.98% New Buy 272,123 $21.98 M Q4 2025
0.28% New Buy 237,694 $19.2 M Q4 2025
0.03% Add 12.5% 195,699 $15.8 M Q4 2025
0.07% New Buy 179,199 $14.47 M Q4 2025
0.03% Reduce -66.9% 101,662 $8.21 M Q4 2025
0.00% Reduce -91.3% 38,464 $3.11 M Q4 2025
0.00% Reduce -86.0% 22,549 $1.82 M Q4 2025
0.24% 5,886 $475,353 Q4 2025
0.00% Reduce -98.0% 3,900 $314,964 Q4 2025
0.00% New Buy 43 $3,540 Q4 2025
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