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ルイジアナ・パシフィック

LPX 資本財
$93.62 $-0.27 (-0.29%)
Market Cap: $6.52 B
Gurus Holding
11
Popularity Rank
#296
% of Shares Held
11.15%
Net Activity (Q4 2025)
+$22.48 M

Guru Ownership Trend

Guru Analysis for ルイジアナ・パシフィック (LPX)

ルイジアナ・パシフィック (LPX), a key player in the 資本財 sector, continues to attract institutional attention.

As of Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $726.97 M.

Top institutional holders include Warren Buffett and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $22.48 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 129.1%. Conversely, Renaissance Technologies reduced exposure by 98.0%.

Key Holders

Top 5 by Value

$503.26 M
$45.53 M
$39.43 M
$27.25 M
$21.98 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$38.21 M
Total Buy Value
New Buys 3
Additions 1
-$15.73 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
4

FAQs for ルイジアナ・パシフィック (LPX)

Major holders include Warren Buffett ($503.26 M), Cliff Asness ($45.53 M), Steven Cohen ($39.43 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 7.77 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $22.48 M, with 4 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited LPX. The total reported sell value was $15.73 M.

Yes, 3 managers opened new positions in LPX, and 1 increased their existing holdings. The total reported buy value was $38.21 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.19% 5,664,793 $503.26 M Q3 2025
0.03% Reduce -10.5% 532,186 $45.53 M Q3 2025
0.07% Add 38.6% 443,835 $39.43 M Q3 2025
0.12% Add 129.1% 306,698 $27.25 M Q3 2025
0.98% New Buy 272,123 $21.98 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
0.02% New Buy 160,795 $14.29 M Q3 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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