Position in LPX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,955
+$372 QoQ
Shares Held
63
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#363
of 420 holders
Holding Since
Mar 2020
12 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, 2026Davis Capital Management holds $168,656 across 10 Building Products & Equipment names. LPX ranks #3 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
167 | $82,023 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
1,065 | $78,117 | |
| 3 | LPX |
Louisiana-Pacific Corp
This page
|
63 | $4,955 | |
| 4 | JCI |
Johnson Controls International plc
|
19 | $2,776 | |
| 5 | AWI |
Armstrong World Industries Inc
|
2 | $320 | |
| 6 | GFF |
Griffon Corp
|
2 | $195 | |
| 7 | ROCK |
Gibraltar Industries, Inc.
|
2 | $90 | |
| 8 | ARLO |
Arlo Technologies, Inc.
|
6 | $80 |
All Filings in LPX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,955 | 63 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,583 | 63 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,087 | 63 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,596 | 63 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $5,794 | 63 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $6,523 | 63 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,769 | 63 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $5,186 | 63 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $5,286 | 63 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $4,462 | 63 | Shares | Sole | 2024-02-14 | |
| 2020-06-30 | $2,821 | 110 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,889 | 110 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||