Position in LPX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$92,057,704
+$3,372,483 QoQ
Shares Held
1,265,398
+15.2% QoQ
Ownership
1.81%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 89.213433243928.ToString("F0")%
Shared 0.ToString("F0")%
None 10.786566756072002.ToString("F0")%
Common Shares in LPX Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026FIDUCIARY MANAGEMENT INC /WI/ holds $681,422,149 across 5 Building Products & Equipment names. LPX ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
3,567,389 | $200,879,674 | |
| 2 | CSL |
Carlisle Companies Inc
|
493,744 | $164,722,873 | |
| 3 | MAS |
Masco Corp /De/
|
2,368,825 | $143,005,965 | |
| 4 | LPX |
Louisiana-Pacific Corp
This page
|
1,265,398 | $92,057,704 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
2,072,259 | $80,755,933 |
All Filings in LPX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,057,704 | 1,265,398 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $88,685,221 | 1,098,133 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $78,767,320 | 886,620 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $76,602,385 | 890,829 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||