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Louisiana-Pacific Corporation

LPX Industrials
$69.86 $-3.74 (-5.08%)
Market Cap: $4.88 B
Gurus Holding
8
Popularity Rank
#838
% of Shares Held
10.45%
Net Activity (Q1 2026)
-$9.49 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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $510.08 M.

Top institutional holders include Warren Buffett and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $9.49 M net outflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 950.0%. Conversely, Joel Greenblatt reduced exposure by 82.4%.

Key Holders

Top 5 by Value

$412.11 M
$45.84 M
$29.38 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$41.52 M
Total Buy Value
New Buys 1
Additions 2
-$51.01 M
Total Sell Value
Reductions 3
Sold Out 5

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
8
Net Buyers
3

FAQs for Louisiana-Pacific Corporation (LPX)

Major holders include Warren Buffett ($412.11 M), Cliff Asness ($45.84 M), Steven Cohen ($29.38 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 7.3 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $9.49 M, with 3 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 5 fully exited LPX. The total reported sell value was $51.01 M.

Yes, 1 managers opened new positions in LPX, and 2 increased their existing holdings. The total reported buy value was $41.52 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.16% 5,664,793 $412.11 M Q1 2026
0.02% Reduce -2.9% 638,165 $45.84 M Q1 2026
0.04% Add 950.0% 403,860 $29.38 M Q1 2026
0.02% Add 18.5% 231,910 $16.87 M Q1 2026
0.25% Reduce -28.6% 169,754 $12.35 M Q1 2026
0.05% New Buy 169,156 $12.31 M Q1 2026
0.00% Reduce -82.4% 17,932 $1.3 M Q1 2026
0.20% 5,886 $428,207 Q1 2026
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