Position in LPX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$725,638
+$65,214 QoQ
Shares Held
9,225
+1.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#202
of 419 holders
Holding Since
Mar 2020
22 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, 2026Valeo Financial Advisors, LLC holds $3,635,980 across 7 Building Products & Equipment names. LPX ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
5,221 | $762,840 | |
| 2 | LPX |
Louisiana-Pacific Corp
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|
9,225 | $725,638 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
8,707 | $638,658 | |
| 4 | TT |
Trane Technologies plc
|
1,214 | $596,268 | |
| 5 | WMS |
Advanced Drainage Systems, Inc.
|
2,672 | $419,397 | |
| 6 | LII |
Lennox International Inc
|
459 | $262,984 | |
| 7 | MAS |
Masco Corp /De/
|
2,829 | $230,195 |
All Filings in LPX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $725,638 | 9,225 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $660,424 | 9,078 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $737,258 | 9,129 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $807,377 | 9,088 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $781,391 | 9,087 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $714,132 | 7,764 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $797,335 | 7,700 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $827,442 | 7,700 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $633,941 | 7,700 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $646,107 | 7,700 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $545,391 | 7,700 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $425,579 | 7,700 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $579,520 | 7,729 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $447,503 | 8,255 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $455,840 | 7,700 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $394,163 | 7,700 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $403,557 | 7,700 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $512,800 | 8,255 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $603,295 | 7,700 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $472,549 | 7,700 | Shares | Sole | 2021-11-02 | |
| 2020-06-30 | $28,779 | 1,122 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $19,275 | 1,122 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||