Position in LPX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$137,743,099
+$45,685,395 QoQ
Shares Held
1,751,120
+38.4% QoQ
Ownership
2.50%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#12
of 419 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in LPX Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026FIDUCIARY MANAGEMENT INC /WI/ holds $674,359,672 across 5 Building Products & Equipment names. LPX ranks #3 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSL |
Carlisle Companies Inc
|
447,968 | $162,500,392 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
1,923,538 | $141,091,512 | |
| 3 | LPX |
Louisiana-Pacific Corp
This page
|
1,751,120 | $137,743,099 | |
| 4 | MAS |
Masco Corp /De/
|
1,562,913 | $127,174,230 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
1,928,059 | $105,850,439 |
All Filings in LPX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,743,099 | 1,751,120 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||