Louisiana-pacific CORP (LPX) Quarterly Institutional 13F Update (Q2 2026)

LPX ranks #1447 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LPX is a disclosed holding of Warren Buffett (Berkshire Hathaway Inc), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

LPX is a top-conviction position for Crow's Nest Holdings LP — at 7.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in LPX belongs to BlackRock, Inc., but the position matters far more to Crow's Nest Holdings LP, who has 7.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Steve Cohen has added to its LPX position for two straight quarters, increasing it by $92.4M to reach $95.7M today.

American Century Companies Inc has trimmed its LPX position for two straight quarters, cutting it by $56.7M while still holding $51.1M.

LPX is up 0.8% today, and institutions have been net buyers of $1.1B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

LPX posted net income of $54.0M over the trailing twelve months, and currently trades at a P/E of 92.4.

• Profitable — net income of $54.0M over the trailing twelve months
• Revenue declined 14.3% year over year
• Net income declined year over year, from $297.0M to $54.0M
• Generated $382.0M in positive operating cash flow
• Current ratio of 2.78x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.52x equity — within a conventional range