Position in LPX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,831,360
+$13,219,496 QoQ
Shares Held
455,522
+46.6% QoQ
Ownership
0.651%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 420 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 Jun 30, 2026GOLDMAN SACHS GROUP INC holds $3,711,238,548 across 29 Building Products & Equipment names. LPX ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
2,212,165 | $1,086,526,958 | |
| 2 | JCI |
Johnson Controls International plc
|
5,292,628 | $773,305,875 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
6,765,820 | $496,272,895 | |
| 4 | LII |
Lennox International Inc
|
404,354 | $231,674,622 | |
| 5 | MAS |
Masco Corp /De/
|
2,164,182 | $176,099,486 | |
| 6 | BLDR |
Builders FirstSource, Inc.
|
1,391,799 | $124,538,173 | |
| 7 | OC |
Owens Corning
|
777,568 | $123,602,208 | |
| 8 | SPXC |
SPX Technologies, Inc.
|
501,035 | $122,838,748 |
All Filings in LPX
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,831,360 | 455,522 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $22,611,864 | 310,816 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $23,906,251 | 296,016 | Shares | Defined | 2026-03-25 | |
| 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 | $20,215,943 | 285,415 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,083,000 | 100,000 | Put | Defined | 2024-05-14 | |
| 2023-12-31 | $2,124,900 | 30,000 | Call | Defined | 2024-05-14 | |
| 2023-09-30 | $5,527,000 | 100,000 | Put | Defined | 2024-05-15 | |
| 2023-09-30 | $1,658,100 | 30,000 | Call | Defined | 2024-05-15 | |
| 2023-09-30 | $19,391,699 | 350,854 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $2,249,400 | 30,000 | Call | Defined | 2024-05-14 | |
| 2023-06-30 | $23,591,857 | 314,642 | Shares | Defined | 2024-05-14 | |
| 2023-06-30 | $7,498,000 | 100,000 | Put | 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 | |
| 2023-03-31 | $1,626,300 | 30,000 | Call | 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. | ||||||