Position in LPX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,611,864
-$1,414,824 QoQ
Shares Held
310,816
+14.9% QoQ
Ownership
0.445%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99.48876505713991.ToString("F0")%
Shared 0.ToString("F0")%
None 0.5112349428600844.ToString("F0")%
Common Shares in LPX Over Time
Shares Held
Position Value (USD)
Derivatives in LPX
reported options exposure · as of Mar 31, 2024CallValue
$2,517,300
CallShares
30,000
PutValue
$8,391,000
PutShares
100,000
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, 2026GOLDMAN SACHS GROUP INC holds $2,946,160,614 across 30 Building Products & Equipment names. LPX ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
2,215,936 | $923,469,167 | |
| 2 | JCI |
Johnson Controls International plc
|
4,862,996 | $636,809,323 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
7,943,454 | $447,295,892 | |
| 4 | LII |
Lennox International Inc
|
341,315 | $158,414,529 | |
| 5 | BLDR |
Builders FirstSource, Inc.
|
1,716,804 | $141,344,472 | |
| 6 | MAS |
Masco Corp /De/
|
1,970,394 | $118,952,683 | |
| 7 | SPXC |
SPX Technologies, Inc.
|
505,721 | $101,113,855 | |
| 8 | OC |
Owens Corning
|
732,333 | $79,253,075 |
All Filings in LPX
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,611,864 | 310,816 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $24,026,688 | 270,449 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $28,077,281 | 326,518 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $25,273,895 | 274,776 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $26,546,388 | 256,363 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $28,436,494 | 264,624 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $22,924,951 | 278,452 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,391,000 | 100,000 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $24,962,049 | 297,486 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $2,517,300 | 30,000 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $2,124,900 | 30,000 | Call | Defined | 2024-05-14 | |
| 2023-12-31 | $7,083,000 | 100,000 | Put | Defined | 2024-05-14 | |
| 2023-12-31 | $20,215,943 | 285,415 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $19,391,699 | 350,854 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $1,658,100 | 30,000 | Call | Defined | 2024-05-15 | |
| 2023-09-30 | $5,527,000 | 100,000 | Put | Defined | 2024-05-15 | |
| 2023-06-30 | $23,591,857 | 314,642 | Shares | Defined | 2024-05-14 | |
| 2023-06-30 | $2,249,400 | 30,000 | Call | Defined | 2024-05-14 | |
| 2023-06-30 | $7,498,000 | 100,000 | Put | Defined | 2024-05-14 | |
| 2023-03-31 | $1,626,300 | 30,000 | Call | Defined | 2024-05-14 | |
| 2023-03-31 | $5,421,000 | 100,000 | Put | Defined | 2024-05-14 | |
| 2023-03-31 | $17,615,972 | 324,958 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $30,309,867 | 511,991 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $28,005,844 | 547,096 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $28,885,771 | 551,150 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $39,099,445 | 629,418 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $62,360,722 | 795,925 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $69,899,201 | 1,138,980 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $63,138,099 | 1,047,240 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $113,561,779 | 2,047,634 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $68,275,416 | 1,836,842 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $52,472,114 | 1,778,113 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $40,484,574 | 1,578,346 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $13,451,166 | 782,955 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||