Position in LPX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$16,964,134
-$2,169,843 QoQ
Shares Held
233,184
-1.6% QoQ
Ownership
0.334%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 66.99516261836148.ToString("F0")%
Shared 0.ToString("F0")%
None 33.00483738163854.ToString("F0")%
Common Shares in LPX Over Time
Shares Held
Position Value (USD)
Derivatives in LPX
reported options exposure · as of Dec 31, 2024CallValue
$3,106,500
CallShares
30,000
PutValue
$3,106,500
PutShares
30,000
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, 2026BANK OF AMERICA CORP /DE/ holds $4,313,795,685 across 29 Building Products & Equipment names. LPX ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
17,743,537 | $2,323,516,165 | |
| 2 | TT |
Trane Technologies plc
|
1,649,910 | $687,583,490 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
6,592,682 | $371,233,920 | |
| 4 | LII |
Lennox International Inc
|
323,136 | $149,977,108 | |
| 5 | MAS |
Masco Corp /De/
|
2,005,715 | $121,085,011 | |
| 6 | CSL |
Carlisle Companies Inc
|
247,850 | $82,687,715 | |
| 7 | OC |
Owens Corning
|
744,127 | $80,529,421 | |
| 8 | AWI |
Armstrong World Industries Inc
|
457,619 | $75,415,608 |
All Filings in LPX
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,964,134 | 233,184 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $19,133,977 | 236,924 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $18,600,338 | 209,369 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $13,779,637 | 160,247 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,318,358 | 188,284 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,106,500 | 30,000 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $3,106,500 | 30,000 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $12,249,962 | 118,300 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,890,052 | 36,200 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $20,313,590 | 189,034 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $3,223,800 | 30,000 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $2,469,900 | 30,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $15,376,606 | 186,768 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $2,469,900 | 30,000 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $2,517,300 | 30,000 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $33,179,520 | 395,418 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $2,517,300 | 30,000 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $9,280,783 | 131,029 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $2,124,900 | 30,000 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $2,124,900 | 30,000 | Call | Defined | 2024-02-14 | |
| 2023-09-30 | $8,890,287 | 160,852 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $1,658,100 | 30,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $1,658,100 | 30,000 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $19,822,459 | 264,370 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $20,494,629 | 378,060 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $18,233,420 | 307,997 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $19,841,241 | 387,600 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $72,132,193 | 1,376,306 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $110,239,453 | 1,774,621 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $133,970,505 | 1,709,898 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $109,299,355 | 1,780,990 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $117,477,655 | 1,948,543 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $87,391,592 | 1,575,759 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $27,152,013 | 730,482 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $12,370,620 | 419,201 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,956,353 | 271,203 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,488,383 | 144,842 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||