Position in LPX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$444,507
New position
Shares Held
5,651
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#230
of 419 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026VARCOV Co. holds $6,717,975 across 6 Building Products & Equipment names. LPX ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMS |
Advanced Drainage Systems, Inc.
|
20,190 | $3,169,022 | |
| 2 | NPKI |
NPK International Inc.
|
80,523 | $1,281,120 | |
| 3 | FBIN |
Fortune Brands Innovations, Inc.
|
17,431 | $956,961 | |
| 4 | JBI |
Janus International Group, Inc.
|
115,684 | $642,046 | |
| 5 | LPX |
Louisiana-Pacific Corp
This page
|
5,651 | $444,507 | |
| 6 | GFF |
Griffon Corp
|
2,300 | $224,319 |
All Filings in LPX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,507 | 5,651 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||