Position in LPX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$74,670,818
+$2,569,260 QoQ
Shares Held
1,026,403
+15.0% QoQ
Ownership
1.47%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
10 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)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026Holocene Advisors, LP holds $284,332,541 across 8 Building Products & Equipment names. LPX ranks #2 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAS |
Masco Corp /De/
|
2,619,767 | $158,155,333 | |
| 2 | LPX |
Louisiana-Pacific Corp
This page
|
1,026,403 | $74,670,818 | |
| 3 | BLDR |
Builders FirstSource, Inc.
|
562,881 | $46,341,992 | |
| 4 | FBIN |
Fortune Brands Innovations, Inc.
|
78,456 | $3,057,430 | |
| 5 | AAON |
Aaon, Inc.
|
12,998 | $1,075,584 | |
| 6 | OC |
Owens Corning
|
4,901 | $530,386 | |
| 7 | ARLO |
Arlo Technologies, Inc.
|
20,789 | $295,827 | |
| 8 | ROCK |
Gibraltar Industries, Inc.
|
5,146 | $205,171 |
All Filings in LPX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,670,818 | 1,026,403 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $72,101,558 | 892,788 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,982,786 | 44,831 | Shares | Sole | 2025-11-14 | |
| 2023-12-31 | $2,964,377 | 41,852 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $852,429 | 15,423 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,721,873 | 76,312 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,984,260 | 55,050 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,808,809 | 64,338 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,680,106 | 32,821 | Shares | Sole | 2022-11-14 | |
| 2020-06-30 | $223,206 | 8,702 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||