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 ($20.6m this quarter). Holder counts are more reliable. Shares outstanding: 69.6m as of 2025-08-04, 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 ≈ $86.05. Options: 9 managers hold calls ($9.2m notional), 6 hold puts ($18.8m).
Trends to Q2 2025
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 |
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 2023 | 168 | 218 |
| Q4 2023 | 161 | 207 |
| Q1 2024 | 193 | 177 |
| Q2 2024 | 206 | 195 |
| Q3 2024 | 205 | 213 |
| Q4 2024 | 255 | 188 |
| Q1 2025 | 221 | 240 |
| Q2 2025 | 208 | 245 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $58.3m | $95.9m | 1.64 |
| Q4 2024 | $64.3m | $96.7m | 1.50 |
| Q1 2025 | $20.5m | $18.2m | 0.89 |
| Q2 2025 | $9.2m | $18.8m | 2.04 |
Biggest buyers
| D1 Capital Partners L.P. | New | +1.8m |
| EMINENCE CAPITAL, LP | Added | +1.2m |
| FIDUCIARY MANAGEMENT INC /WI/ | New | +890.8k |
| Caisse de depot et placement du Quebec | New | +554.7k |
| Invesco Ltd. | Added | +500.4k |
| CITADEL ADVISORS LLC | Added | +413.9k |
| Capital Research Global Investors | New | +313.5k |
| ROYAL BANK OF CANADA | Added | +303.4k |
| UBS Group AG | Added | +246.4k |
| AQR CAPITAL MANAGEMENT LLC | Added | +234.7k |
Biggest sellers
| Palestra Capital Management LLC | Sold out | -911.6k |
| BlackRock, Inc. | Reduced | -780.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -569.2k |
| MARSHALL WACE, LLP | Reduced | -417.9k |
| Allianz Asset Management GmbH | Reduced | -412.1k |
| VANGUARD GROUP INC | Reduced | -244.9k |
| Kinetic Partners Management, LP | Reduced | -242.3k |
| J. Goldman & Co LP | Sold out | -168.4k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | Reduced | -168.1k |
| SG Capital Management LLC | Sold out | -160.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.1m35.9k shares |
| CITADEL ADVISORS LLC | Reduced | $2.3m27.1k shares |
| JANE STREET GROUP, LLC | Reduced | $1.4m16.3k shares |
| IMC-Chicago, LLC | Reduced | $1.1m12.4k shares |
| Walleye Trading LLC | Added | $765.3k8.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $283.0k3.3k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $215.0k25 shares |
| GROUP ONE TRADING LLC | Reduced | $43.0k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Walleye Trading LLC | Added | $9.5m110.5k shares |
| CITADEL ADVISORS LLC | Reduced | $5.3m61.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.7m30.9k shares |
| SIMPLEX TRADING, LLC | Added | $1.2m14.0k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $129.0k15 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 3 | $582.0k | $222.0k |
| Q1 2024 | 0 | — | 1 | $194.0k | $194.0k |
| Q2 2024 | 0 | — | 3 | $741.6k | $320.2k |
| Q3 2024 | 0 | — | 3 | $3.4m | $245.8k |
| Q4 2024 | 0 | — | 2 | $317.8k | $283.7k |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $105.5k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-11 | Gottung Lizanne C Director | Sold | $105.5k1.2k 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 6.8m $582.7m | Reduced -244.9k |
| BlackRock, Inc. 0.01% of their portfolio | 5.7m $487.2m | Reduced -780.7k |
| Berkshire Hathaway Inc 0.19% of their portfolio | 5.7m $487.1m | Unchanged |
| FMR LLC 0.02% of their portfolio | 3.1m $270.9m | Reduced -159.4k |
| EMINENCE CAPITAL, LP 3.66% of their portfolio | 2.9m $248.3m | Added +1.2m |
| 59 North Capital Management, LP 8.62% of their portfolio | 2.8m $241.5m | Added +189.7k |
| STATE STREET CORP 0.01% of their portfolio | 2.2m $185.4m | Reduced -58.0k |
| D1 Capital Partners L.P. 2.16% of their portfolio | 1.8m $155.8m | New |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.5m $130.8m | Reduced -79.3k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 1.2m $99.8m | Added +413.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $94.7m | Reduced -42.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.36% of their portfolio | 1.1m $91.4m | Reduced -138.4k |
| Invesco Ltd. 0.02% of their portfolio | 1.0m $88.4m | Added +500.4k |
| MACQUARIE GROUP LTD 0.10% of their portfolio | 979.4k $84.2m | Added +828 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.22% of their portfolio | 976.3k $84.0m | Reduced -13.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 946.1k $81.4m | Reduced -569.2k |
| FIDUCIARY MANAGEMENT INC /WI/ 0.74% of their portfolio | 890.8k $76.6m | New |
| Kinetic Partners Management, LP 4.00% of their portfolio | 850.8k $73.2m | Reduced -242.3k |
| NORGES BANK 0.01% of their portfolio | 840.8k $72.3m | Added +206.3k |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 811.9k $69.8m | Added +126.9k |
| Crow's Nest Holdings LP 15.03% of their portfolio | 792.5k $68.1m | Reduced -10.0k |
| Alyeska Investment Group, L.P. 0.23% of their portfolio | 764.4k $65.7m | Reduced -12.7k |
| Channing Capital Management, LLC 1.79% of their portfolio | 750.1k $64.5m | Added +134.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 705.0k $60.6m | Reduced -77.8k |
| BAMCO INC /NY/ 0.16% of their portfolio | 703.5k $60.5m | Added +161.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 634.6k $54.6m | Reduced -3.8k |
| Qube Research & Technologies Ltd 0.07% of their portfolio | 595.5k $51.2m | Added +195.4k |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 594.9k $51.2m | Added +234.7k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 576.8k $49.6m | Reduced -36.3k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 555.5k $47.8m | Added +29.8k |
| Caisse de depot et placement du Quebec 0.10% of their portfolio | 554.7k $47.7m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 467.8k $40.2m | Added +303.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% of their portfolio | 460.8k $39.6m | Reduced -5.5k |
| MORGAN STANLEY 0.00% of their portfolio | 456.8k $39.3m | Added +14.6k |
| Pictet Asset Management Holding SA 0.04% of their portfolio | 455.2k $39.1m | Reduced -9.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 443.5k $38.1m | Reduced -26.2k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 5.23% of their portfolio | 433.3k $37.3m | Reduced -24.8k |
| UBS Group AG 0.01% of their portfolio | 409.3k $35.2m | Added +246.4k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 332.8k $28.6m | Reduced -38.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 326.5k $28.1m | Added +51.7k |
| Point72 Asset Management, L.P. 0.07% of their portfolio | 320.3k $27.5m | Reduced -103.4k |
| Capital Research Global Investors 0.01% of their portfolio | 313.5k $27.0m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 308.1k $26.5m | Added +82.5k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 275.5k $23.7m | Added +55.3k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 271.2k $23.3m | Added +13.0k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 270.1k $23.2m | Reduced -412.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 249.3k $21.4m | Reduced -76.5k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 241.6k $20.8m | Reduced -417.9k |
| Hosking Partners LLP 0.79% of their portfolio | 230.8k $19.8m | Reduced -37.8k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 220.7k $19.0m | Added +65.9k |
| PATTEN & PATTEN INC/TN 1.21% of their portfolio | 216.6k $18.6m | Reduced -135 |
| FERNBRIDGE CAPITAL MANAGEMENT LP 0.87% of their portfolio | 213.4k $18.4m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 201.9k $17.4m | Reduced -16.8k |
| Greenhaven Road Investment Management, L.P. 6.08% of their portfolio | 201.4k $17.3m | Added +6.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 196.7k $16.9m | Added +12.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 182.6k $15.7m | Added +60.7k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 182.2k $15.7m | Reduced -17.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 181.1k $15.6m | Reduced -24.6k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 177.0k $15.2m | Added +82.7k |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 175.3k $16.0m | Added +38.4k |
| Skandinaviska Enskilda Banken AB (publ) 0.06% of their portfolio | 171.9k $14.8m | Reduced -143.9k |
| TWO SIGMA ADVISERS, LP 0.03% of their portfolio | 167.1k $14.4m | Reduced -7.5k |
| Granite Investment Partners, LLC 0.69% of their portfolio | 164.5k $14.1m | Reduced -13.0k |
| EMERALD ADVISERS, LLC 0.52% of their portfolio | 163.6k $14.1m | Reduced -73.5k |
| First Eagle Investment Management, LLC 0.03% of their portfolio | 161.4k $13.9m | Reduced -1.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 160.2k $13.8m | Reduced -28.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 149.5k $12.9m | Reduced -1.3k |
| Nuveen, LLC 0.00% of their portfolio | 145.5k $12.5m | Reduced -130.7k |
| Maple Rock Capital Partners Inc. 0.62% of their portfolio | 144.2k $12.4m | Reduced -17.0k |
| Legal & General Group Plc 0.00% of their portfolio | 136.8k $11.8m | Reduced -1.3k |
| Gotham Asset Management, LLC 0.07% of their portfolio | 133.9k $11.5m | Added +28.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 126.6k $10.9m | Added +2.9k |
| Ceredex Value Advisors LLC 0.23% of their portfolio | 124.1k $10.7m | Added +45.2k |
| Swiss National Bank 0.01% of their portfolio | 119.7k $10.3m | Reduced -2.8k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 116.8k $10.0m | Added +80.5k |
| Treasurer of the State of North Carolina 0.03% of their portfolio | 110.3k $9.5m | Added +53.2k |
| Parcion Private Wealth LLC 0.63% of their portfolio | 102.2k $8.8m | Added +193 |
| Sterling Capital Management LLC 0.12% of their portfolio | 100.4k $8.6m | Reduced -4.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 90.2k $7.8m | Reduced -73.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 87.0k $7.5m | Reduced -9.2k |
| Strong Tower Advisory Services 1.35% of their portfolio | 79.4k $6.8m | Added +4.8k |
| ROBOTTI ROBERT 1.14% of their portfolio | 78.9k $6.8m | Reduced -170 |
| PANAGORA ASSET MANAGEMENT INC 0.03% of their portfolio | 76.4k $6.6m | Reduced -5.0k |
| Retirement Systems of Alabama 0.02% of their portfolio | 75.7k $6.5m | Reduced -388 |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.12% of their portfolio | 75.5k $6.5m | Added +6.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 72.8k $6.3m | Unchanged |
| Skye Global Management LP 0.13% of their portfolio | 68.2k $5.9m | Added +3.2k |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.05% of their portfolio | 66.4k $5.7m | Reduced -93.6k |
| CITIGROUP INC 0.00% of their portfolio | 63.9k $5.5m | Added +24.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 62.2k $5.3m | Reduced -114.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 61.0k $5.2m | Unchanged |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 60.2k $5.2m | Added +2.1k |
| Sagefield Capital LP 0.72% of their portfolio | 60.2k $5.2m | Added +12.7k |
| Verition Fund Management LLC 0.03% of their portfolio | 58.0k $5.0m | Added +45.2k |
| Cerity Partners LLC 0.01% of their portfolio | 57.3k $4.9m | Added +9.4k |
| Cubist Systematic Strategies, LLC 0.05% of their portfolio | 57.0k $4.9m | Added +46.4k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 56.6k $4.9m | Reduced -8.3k |
| ALGERT GLOBAL LLC 0.10% of their portfolio | 55.8k $4.8m | Added +1.4k |
| HRT FINANCIAL LP 0.02% of their portfolio | 52.1k $4.5m | New |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.67% of their portfolio | 51.7k $4.4m | Reduced -168.1k |