Position in LPX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$34,128,528
+$13,408,339 QoQ
Shares Held
433,874
+69.1% QoQ
Ownership
0.620%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#38
of 419 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPX Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Balyasny Asset Management L.P. holds $664,321,727 across 17 Building Products & Equipment names. LPX ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
635,750 | $312,254,970 | |
| 2 | OC |
Owens Corning
|
531,102 | $84,423,973 | |
| 3 | WMS |
Advanced Drainage Systems, Inc.
|
342,925 | $53,825,508 | |
| 4 | SPXC |
SPX Technologies, Inc.
|
216,277 | $53,024,632 | |
| 5 | AWI |
Armstrong World Industries Inc
|
329,196 | $52,809,622 | |
| 6 | LPX |
Louisiana-Pacific Corp
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|
433,874 | $34,128,528 | |
| 7 | MAIR |
Madison Air Solutions Corp
|
790,973 | $30,847,947 | |
| 8 | FBIN |
Fortune Brands Innovations, Inc.
|
245,316 | $13,467,848 |
All Filings in LPX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,128,528 | 433,874 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $20,720,189 | 256,565 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,852,220 | 200,948 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $71,220,038 | 848,767 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $50,789,288 | 717,059 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $234,123 | 4,236 | Shares | Other | 2023-11-14 | |
| 2022-06-30 | $3,903,549 | 74,481 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $21,802,767 | 278,274 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,129,410 | 279,117 | Shares | Sole | 2021-12-01 | |
| 2021-03-31 | $1,507,957 | 27,190 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,243,082 | 87,250 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,593,427 | 87,883 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $7,536,867 | 293,835 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,364,506 | 312,253 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||