Which hedge funds own LPX? LOUISIANA PAC CORP, Q2 2026 13F holders
46 tracked hedge funds disclosed a position in LPX (LOUISIANA PAC CORP) in their Q2 2026 13F filings, worth $1.7bn in total. The largest holder by portfolio weight is Littlejohn & Co LLC at 16.1% of its book. 14 opened a new position this quarter: TradeLink Capital LLC, SG Capital Management LLC, ClearAlpha Technologies LP, Waratah Capital Advisors Ltd.. 13 exited: Junto Capital Management LP, Moore Capital Management, LP, Cercano Management LLC.
- 46
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 13
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $111m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $95.2m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.7bn
- Combined value Sum of the holders' reported positions in the security.
- 3.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Junto Capital Management LP | 0.6% | $27.5m |
| Moore Capital Management, LP | 0.4% | $12.3m |
| Cercano Management LLC | 0.4% | $8.3m |
| Twinbeech Capital LP | 0.2% | $2.1m |
| Woodline Partners LP | 0.1% | $35.9m |
| PDT Partners, LLC | 0.08% | $1.4m |
| Y-Intercept (Hong Kong) Ltd | 0.05% | $2.8m |
| Oak Thistle LLC | 0.05% | $526k |
| Global Endowment Management, LP | 0.04% | $378k |
| ExodusPoint Capital Management, LP | 0.03% | $2.9m |
| Graham Capital Management, L.P. | 0.02% | $475k |
| Twin Tree Management, LP | 0.01% | $58.3k |
| Boothbay Fund Management, LLC | 0.01% | $500k |
Ownership over time
Who discovered LPX first? Beta
The run: Q4 2008 → Q1 2011, +573%
| Mak Capital One LLC high conviction | Q3 2014 | – | +5.1 pts |
| Owl Creek Asset Management, L.P. high conviction | Q2 2015 | – | +1.8 pts |
| Hawk Ridge Capital Management LP | Q4 2018 | – | +0.5 pts |
| Iridian Asset Management LLC | Q1 2017 | – | +0.1 pts |
| Kingdon Capital Management, L.L.C. | Q4 2014 | – | +0.1 pts |
| Diametric Capital, LP | Q2 2020 | – | −0.1 pts |
| Covalent Partners LLC | Q2 2014 | – | −0.3 pts |
| Castle Hook Partners LP | Q4 2019 | – | −0.8 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.