Position in LPX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,667,059
+$1,909,304 QoQ
Shares Held
72,045
+39.5% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#90
of 417 holders
Holding Since
Jun 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPX Over Time
Shares Held
Position Value (USD)
Derivatives in LPX
reported options exposure · as of Dec 31, 2025CallValue
$807,600
CallShares
10,000
PutValue
$0
PutShares
0
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 Jun 30, 2026Hudson Bay Capital Management LP holds $73,311,895 across 10 Building Products & Equipment names. LPX ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
196,219 | $28,669,558 | |
| 2 | MAIR |
Madison Air Solutions Corp
|
401,740 | $15,667,860 | |
| 3 | LII |
Lennox International Inc
|
10,640 | $6,096,188 | |
| 4 | LPX |
Louisiana-Pacific Corp
This page
|
72,045 | $5,667,059 | |
| 5 | MAS |
Masco Corp /De/
|
65,615 | $5,339,092 | |
| 6 | OC |
Owens Corning
|
27,384 | $4,352,960 | |
| 7 | FBIN |
Fortune Brands Innovations, Inc.
|
55,279 | $3,034,817 | |
| 8 | SPXC |
SPX Technologies, Inc.
|
10,310 | $2,527,702 |
All Filings in LPX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,667,059 | 72,045 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,757,755 | 51,653 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $807,600 | 10,000 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $5,817,788 | 72,038 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,200,782 | 58,541 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $1,861,683 | 21,650 | Shares | Sole | 2025-08-18 | |
| 2023-06-30 | $2,991,552 | 39,898 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $2,249,400 | 30,000 | Put | Sole | 2023-08-14 | |
| 2020-09-30 | $866,354 | 29,358 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,420,282 | 94,358 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||