Position in LPX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,766,213
-$6,567,510 QoQ
Shares Held
202,972
-23.2% QoQ
Ownership
0.291%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LPX Over Time
Shares Held
Position Value (USD)
Derivatives in LPX
reported options exposure · as of Dec 31, 2021CallValue
$807,005
CallShares
10,300
PutValue
$720,820
PutShares
9,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $451,554,183 across 24 Building Products & Equipment names. LPX ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWI |
Armstrong World Industries Inc
|
783,763 | $129,164,142 | |
| 2 | OC |
Owens Corning
|
972,510 | $105,245,032 | |
| 3 | TREX |
Trex Co Inc
|
1,462,425 | $53,261,518 | |
| 4 | TT |
Trane Technologies plc
|
71,339 | $29,729,814 | |
| 5 | AAON |
Aaon, Inc.
|
280,014 | $23,171,158 | |
| 6 | JCI |
Johnson Controls International plc
|
175,004 | $22,916,773 | |
| 7 | APOG |
Apogee Enterprises, Inc.
|
565,934 | $18,981,426 | |
| 8 | SPXC |
SPX Technologies, Inc.
|
76,939 | $15,383,183 |
All Filings in LPX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,766,213 | 202,972 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,333,723 | 264,162 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $29,932,061 | 336,921 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,980,400 | 220,728 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,239,055 | 154,806 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,599,805 | 208,593 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,733,283 | 304,609 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $35,289,601 | 428,636 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,767,344 | 259,413 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,220,710 | 45,471 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $953,904 | 17,259 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $794,788 | 10,600 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $778,889 | 14,368 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,129,732 | 69,759 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $807,005 | 10,300 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $720,820 | 9,200 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $2,350,471 | 38,300 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $1,902,470 | 31,000 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $2,110,150 | 35,000 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $2,713,050 | 45,000 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $856,118 | 14,200 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $21,181,324 | 569,850 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,480,551 | 456,813 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $6,147,227 | 239,658 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,204,283 | 70,098 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||