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EMINENCE CAPITAL, LP LPX Position History
Louisiana-Pacific Corporation • Manufacturing
Quarters held
12
Latest value
$184.3M
Q1 2026
Peak value
$326.9M
First seen
Q2 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2023 | $143M |
| Q3 2023 | $86.5M |
| Q4 2023 | $145.7M |
| Q1 2024 | $177M |
| Q2 2024 | $155.1M |
| Q3 2024 | $144.2M |
| Q4 2024 | $149.6M |
| Q1 2025 | $154.2M |
| Q2 2025 | $248.3M |
| Q3 2025 | $276.8M |
| Q4 2025 | $326.9M |
| Q1 2026 | $184.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q1 2026 | $184.3M | 2.53M | — | — |
| Q4 2025 | $326.9M | 4.05M | — | — |
| Q3 2025 | $276.8M | 3.12M | — | — |
| Q2 2025 | $248.3M | 2.89M | — | — |
| Q1 2025 | $154.2M | 1.68M | — | — |
| Q4 2024 | $149.6M | 1.45M | — | — |
| Q3 2024 | $144.2M | 1.34M | — | — |
| Q2 2024 | $155.1M | 1.88M | — | — |
| Q1 2024 | $177M | 2.11M | — | — |
| Q4 2023 | $145.7M | 2.06M | — | — |
| Q3 2023 | $86.5M | 1.57M | — | — |
| Q2 2023 | $143M | 1.91M | — | — |
Other funds holding LPX
$636.1M
$574.1M
$529M
$466.9M
$458.4M
$449.9M
$399.6M