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Louisiana-Pacific Corporation

LPX Industrials
$74.85 +$2.33 (3.21%)
Market Cap: $5.23 B
Gurus Holding
9
Popularity Rank
#608
% of Shares Held
11.91%
Net Activity (Q2 2026)
+$81.51 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 Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $623.13 M.

Top institutional holders include Warren Buffett and Steven Cohen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $81.51 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 876.6%. Conversely, Ray Dalio reduced exposure by 19.4%.

Key Holders

Top 5 by Value

$445.59 M
$95.71 M
$49.34 M
$14.33 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$97.31 M
Total Buy Value
New Buys 2
Additions 3
-$15.8 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for Louisiana-Pacific Corporation (LPX)

Major holders include Warren Buffett ($445.59 M), Steven Cohen ($95.71 M), Cliff Asness ($49.34 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 8.32 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $81.51 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited LPX. The total reported sell value was $15.8 M.

Yes, 2 managers opened new positions in LPX, and 3 increased their existing holdings. The total reported buy value was $97.31 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.15% 5,664,793 $445.59 M Q2 2026
0.11% Add 201.3% 1,216,714 $95.71 M Q2 2026
0.02% Reduce -1.7% 627,223 $49.34 M Q2 2026
0.04% Add 25.8% 291,803 $22.95 M Q2 2026
0.12% New Buy 182,151 $14.33 M Q2 2026
0.03% Add 876.6% 175,127 $13.78 M Q2 2026
0.04% Reduce -19.4% 136,271 $10.72 M Q2 2026
0.00% New Buy 25,022 $1.97 M Q2 2026
0.21% 5,886 $462,993 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form