LOUISIANA PAC CORP LPX
COM · Common Stock · CUSIP 546347105 · ISIN US5463471053
American building products company
- SectorMaterials
- IndustryLumber & Wood Products (No Furniture)
- HeadquartersNashville, TN
- Founded1973
- Websitelpcorp.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.0m this quarter). Holder counts are more reliable. Shares outstanding: 69.9m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $78.65. Options: 7 managers hold calls ($16.7m notional), 7 hold puts ($10.8m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 378 |
| Q4 2022 | 393 |
| Q1 2023 | 376 |
| Q2 2023 | 390 |
| Q3 2023 | 372 |
| Q4 2023 | 385 |
| Q1 2024 | 406 |
| Q2 2024 | 437 |
| Q3 2024 | 452 |
| Q4 2024 | 511 |
| Q1 2025 | 479 |
| Q2 2025 | 461 |
| Q3 2025 | 446 |
| Q4 2025 | 417 |
| Q1 2026 | 413 |
| Q2 2026 | 421 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 205 | 213 |
| Q4 2024 | 255 | 188 |
| Q1 2025 | 221 | 240 |
| Q2 2025 | 208 | 245 |
| Q3 2025 | 200 | 227 |
| Q4 2025 | 172 | 238 |
| Q1 2026 | 205 | 187 |
| Q2 2026 | 221 | 168 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $13.0m | $18.2m | 1.40 |
| Q4 2025 | $26.0m | $7.4m | 0.28 |
| Q1 2026 | $6.5m | $8.0m | 1.23 |
| Q2 2026 | $16.7m | $10.8m | 0.65 |
Biggest buyers
| 59 North Capital Management, LP | Added | +945.2k |
| Avantyr Capital Partners, LP | Added | +925.0k |
| Point72 Asset Management, L.P. | Added | +812.9k |
| CITADEL ADVISORS LLC | Added | +773.7k |
| FRANKLIN RESOURCES INC | Added | +720.4k |
| FMR LLC | Added | +626.6k |
| Capital World Investors | Added | +619.0k |
| T. Rowe Price Investment Management, Inc. | Added | +504.3k |
| FIDUCIARY MANAGEMENT INC /WI/ | Added | +485.7k |
| MORGAN STANLEY | Added | +477.9k |
Biggest sellers
| EMINENCE CAPITAL, LP | Sold out | -2.5m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.1m |
| Boston Partners | Reduced | -986.9k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -702.0k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -626.9k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Sold out | -596.1k |
| Woodline Partners LP | Sold out | -493.8k |
| MARSHALL WACE, LLP | Reduced | -487.8k |
| Junto Capital Management LP | Sold out | -377.6k |
| Invesco Ltd. | Reduced | -345.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.5m108.4k shares |
| JANE STREET GROUP, LLC | Added | $3.9m49.1k shares |
| IMC-Chicago, LLC | Added | $2.3m29.5k shares |
| CITADEL ADVISORS LLC | Added | $1.5m18.6k shares |
| Walleye Trading LLC | Reduced | $259.6k3.3k shares |
| SIMPLEX TRADING, LLC | Added | $236.0k3.0k shares |
| GROUP ONE TRADING LLC | Added | $15.7k200 shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $5.5m69.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.0m38.0k shares |
| IMC-Chicago, LLC | Added | $1.1m14.0k shares |
| CITADEL ADVISORS LLC | Added | $1.1m13.4k shares |
| SIMPLEX TRADING, LLC | New | $110.1k1.4k shares |
| Walleye Trading LLC | Reduced | $39.3k500 shares |
| GROUP ONE TRADING LLC | Reduced | $7.9k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 8.5% |
| 59 North Capital Management, LP 13G · passive investor new · filed 2025-11-13 | 5.4% |
Fell to 5% or below in the last year: PRICE T ROWE ASSOCIATES INC /MD/ (4.6%, 2026-08-14), EMINENCE CAPITAL, LP (3.6%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $317.8k | $283.7k |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $105.5k | — |
| Q3 2025 | 0 | — | 1 | $50.5k | — |
| Q4 2025 | 1 | $249.8k | 1 | $3.8m | $3.8m |
| Q1 2026 | 1 | $1.7m | 2 | $11.5m | $11.4m |
| Q2 2026 | 0 | — | 1 | $89.2k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-15 | Bruce Lizanne M Director | Sold | $89.2k1.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 6.4m $506.6m | Added +207.7k |
| Berkshire Hathaway Inc 0.15% of their portfolio | 5.7m $445.6m | Unchanged |
| 59 North Capital Management, LP 7.37% of their portfolio | 4.2m $331.1m | Added +945.2k |
| FMR LLC 0.01% of their portfolio | 3.3m $261.1m | Added +626.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 3.2m $251.7m | Reduced -1.1m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 2.9m $229.8m | Reduced -139.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.8m $223.7m | Added +24.9k |
| STATE STREET CORP 0.01% of their portfolio | 2.3m $181.2m | Added +87.7k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.0m $160.5m | Added +400.7k |
| Capital World Investors 0.02% of their portfolio | 1.8m $139.4m | Added +619.0k |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 1.8m $137.8m | Added +773.7k |
| FIDUCIARY MANAGEMENT INC /WI/ 1.96% of their portfolio | 1.8m $137.7m | Added +485.7k |
| Avantyr Capital Partners, LP 4.48% of their portfolio | 1.5m $121.7m | Added +925.0k |
| Maple Rock Capital Partners Inc. 2.35% of their portfolio | 1.5m $119.7m | Added +409.3k |
| T. Rowe Price Investment Management, Inc. 0.07% of their portfolio | 1.3m $101.7m | Added +504.3k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 1.2m $97.1m | Added +720.4k |
| Point72 Asset Management, L.P. 0.15% of their portfolio | 1.2m $95.7m | Added +812.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.2m $92.7m | Added +12.6k |
| Channing Capital Management, LLC 2.09% of their portfolio | 1.2m $90.6m | Added +192.9k |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $89.6m | Added +477.9k |
| DEPRINCE RACE & ZOLLO INC 1.18% of their portfolio | 892.0k $70.2m | Added +114.1k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.11% of their portfolio | 890.9k $70.1m | Added +3.8k |
| Holocene Advisors, LP 0.14% of their portfolio | 787.4k $61.9m | Reduced -239.0k |
| NORGES BANK 0.01% of their portfolio | 784.0k $61.7m | Not comparable |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 710.0k $55.9m | Added +13.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 650.9k $51.2m | Added +153.1k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 649.5k $51.1m | Reduced -702.0k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 627.2k $49.3m | Reduced -10.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 597.8k $47.0m | Added +11.2k |
| First Eagle Investment Management, LLC 0.04% of their portfolio | 583.6k $45.9m | Added +351.7k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 6.12% of their portfolio | 577.7k $45.4m | Added +91.8k |
| FERNBRIDGE CAPITAL MANAGEMENT LP 3.23% of their portfolio | 561.2k $44.1m | Added +156.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 557.4k $43.8m | Reduced -14.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% of their portfolio | 556.6k $43.8m | Added +43.6k |
| Thrivent Financial for Lutherans 0.07% of their portfolio | 528.0k $41.5m | Reduced -7.4k |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 465.0k $36.6m | Added +400.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 455.5k $35.8m | Added +144.7k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 438.3k $34.5m | Added +339.6k |
| Pembroke Management, LTD 2.42% of their portfolio | 434.5k $34.2m | Added +212.0k |
| Balyasny Asset Management L.P. 0.06% of their portfolio | 433.9k $34.1m | New |
| SEGALL BRYANT & HAMILL, LLC 0.39% of their portfolio | 422.4k $33.2m | Added +126.7k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 402.4k $31.7m | Added +8.4k |
| Hosking Partners LLP 1.05% of their portfolio | 399.9k $31.5m | Added +218.4k |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 365.4k $28.7m | Reduced -1.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 335.5k $26.4m | Added +102.3k |
| Boston Partners 0.02% of their portfolio | 330.5k $26.0m | Reduced -986.9k |
| SG Capital Management LLC 2.35% of their portfolio | 329.0k $25.9m | New |
| Capital Research Global Investors 0.00% of their portfolio | 321.8k $25.3m | Added +8.3k |
| Crow's Nest Holdings LP 7.61% of their portfolio | 320.0k $25.2m | Reduced -250.0k |
| Invesco Ltd. 0.00% of their portfolio | 310.2k $24.4m | Reduced -345.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 292.0k $23.0m | Added +48.1k |
| UBS Group AG 0.00% of their portfolio | 286.0k $22.5m | Reduced -29.3k |
| Parsifal Capital Management, LP 2.26% of their portfolio | 234.8k $18.5m | Added +142.9k |
| Verition Fund Management LLC 0.13% of their portfolio | 231.3k $18.2m | Reduced -85.5k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 219.0k $17.2m | Added +57.5k |
| Longaeva Partners L.P. 0.49% of their portfolio | 213.5k $16.8m | New |
| PATTEN & PATTEN INC/TN 0.82% of their portfolio | 196.6k $15.5m | Added +739 |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 185.6k $14.6m | Added +2.9k |
| ROYCE & ASSOCIATES LP 0.12% of their portfolio | 182.2k $14.3m | New |
| Gotham Asset Management, LLC 0.03% of their portfolio | 175.1k $13.8m | Added +157.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 170.8k $13.4m | Reduced -6.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 167.8k $13.2m | New |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 165.4k $13.0m | Added +6.4k |
| Leith Wheeler Investment Counsel Ltd. 0.98% of their portfolio | 164.7k $13.0m | Added +65.7k |
| KLCM Advisors, Inc. 1.03% of their portfolio | 163.9k $12.9m | Added +13.4k |
| LITTLEJOHN & CO LLC 16.08% of their portfolio | 160.6k $12.6m | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 145.0k $11.4m | Added +13.9k |
| Bridgewater Associates, LP 0.04% of their portfolio | 136.3k $10.7m | Reduced -32.9k |
| Kinetic Partners Management, LP 0.25% of their portfolio | 133.4k $10.5m | Unchanged |
| South Dakota Investment Council 0.18% of their portfolio | 132.9k $10.5m | Added +35.0k |
| Waratah Capital Advisors Ltd. 0.79% of their portfolio | 130.7k $10.3m | New |
| Strong Tower Advisory Services 1.84% of their portfolio | 130.7k $10.3m | Added +21.9k |
| Ceredex Value Advisors LLC 0.29% of their portfolio | 129.7k $10.2m | Reduced -15.0k |
| Swiss National Bank 0.01% of their portfolio | 126.2k $9.9m | Added +2.2k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.16% of their portfolio | 120.5k $9.5m | Added +31.7k |
| Interval Partners, LP 0.30% of their portfolio | 118.0k $9.3m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 115.8k $9.6m | Reduced -144.4k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 111.7k $8.8m | Reduced -8.9k |
| Parcion Private Wealth LLC 0.45% of their portfolio | 102.5k $8.1m | Added +386 |
| CRAMER ROSENTHAL MCGLYNN LLC 0.39% of their portfolio | 98.6k $7.8m | Added +36.7k |
| Long Pond Capital, LP 0.78% of their portfolio | 94.0k $7.4m | New |
| Legal & General Group Plc 0.00% of their portfolio | 91.8k $7.2m | Reduced -1.4k |
| California Public Employees Retirement System 0.00% of their portfolio | 84.0k $6.6m | Reduced -9.4k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 81.2k $6.4m | Reduced -121.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 81.0k $6.4m | Added +1.2k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 80.3k $5.8m | Added +174 |
| ROBOTTI ROBERT 1.01% of their portfolio | 79.4k $6.2m | Added +190 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 78.1k $5.7m | Reduced -115.8k |
| BARCLAYS PLC 0.00% of their portfolio | 77.1k $6.1m | Reduced -447 |
| THOMPSON SIEGEL & WALMSLEY LLC 0.11% of their portfolio | 75.2k $5.9m | New |
| Hudson Bay Capital Management LP 0.03% of their portfolio | 72.0k $5.7m | Added +20.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 72.0k $5.7m | Reduced -791 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 71.2k $5.6m | Reduced -30.4k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.68% of their portfolio | 70.0k $5.5m | Added +40.0k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 69.6k $5.5m | Reduced -72.7k |
| 12th Street Asset Management Company, LLC 0.77% of their portfolio | 68.6k $5.4m | Added +25.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 66.9k $5.3m | Added +2.3k |
| Retirement Systems of Alabama 0.02% of their portfolio | 65.8k $5.2m | Reduced -11.9k |
| Granite Investment Partners, LLC 0.26% of their portfolio | 65.1k $5.1m | Reduced -335 |
| ELWOOD CAPITAL PARTNERS LP 3.64% of their portfolio | 63.4k $5.0m | Reduced -11.6k |