Position in LPX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,645,108
+$914,997 QoQ
Shares Held
77,596
+32.5% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 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)
Derivatives in LPX
reported options exposure · as of Jun 30, 2020CallValue
$0
CallShares
0
PutValue
$646,380
PutShares
25,200
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 Mar 31, 2026BARCLAYS PLC holds $968,760,340 across 30 Building Products & Equipment names. LPX ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
537,788 | $224,117,769 | |
| 2 | CSL |
Carlisle Companies Inc
|
668,914 | $223,163,086 | |
| 3 | JCI |
Johnson Controls International plc
|
1,331,059 | $174,302,175 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
2,791,116 | $157,167,740 | |
| 5 | LII |
Lennox International Inc
|
99,416 | $46,141,947 | |
| 6 | BLDR |
Builders FirstSource, Inc.
|
461,738 | $38,014,888 | |
| 7 | MAS |
Masco Corp /De/
|
526,884 | $31,807,984 | |
| 8 | SPXC |
SPX Technologies, Inc.
|
100,578 | $20,109,563 |
All Filings in LPX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,645,108 | 77,596 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,730,111 | 58,570 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $4,086,931 | 47,528 | Shares | Sole | 2026-02-27 | |
| 2022-09-30 | $81,427,420 | 1,590,690 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $120,872,710 | 2,306,291 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $160,169,586 | 2,578,390 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $205,130,720 | 2,618,133 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $158,486,122 | 2,582,469 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $125,244,998 | 2,077,376 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,326,317 | 204,225 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,050,653 | 82,073 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,616,025 | 54,762 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,017,089 | 78,639 | Shares | Sole | 2020-08-12 | |
| 2020-06-30 | $646,380 | 25,200 | Put | Sole | 2020-08-12 | |
| 2020-03-31 | $3,914,668 | 227,862 | Shares | Sole | 2020-05-13 | |
| 2020-03-31 | $49,822 | 2,900 | Call | Sole | 2020-05-13 | |
| 2020-03-31 | $603,018 | 35,100 | Put | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||