Follow-The-Filings

Security

LPX

Louisiana Pac Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 2 new 6 exits max 4.2% (Eminence Capital, LP)

owners 16
max % 4.2%
tracked value $1.8B
qoq N 2 A 4 R 3 E 6

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Eminence Capital, LP 2026 Q1 4.2% Exit -4.23 pp 2,533,385 $184M hist
Francis Chou - Chou Associates Management Inc. 2026 Q1 0.2% 5,886 $428M hist
Warren Buffett - Berkshire Hathaway Inc. 2026 Q1 0.2% 5,664,793 $412M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% New 0.1% 169,156 $12M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.03 pp 512,081 $37M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add +0.03 pp 403,860 $29M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.03 pp 264,162 $21M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce -0.01 pp 638,165 $46M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% 231,910 $17M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 6,155,806 $497M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 977,766 $71M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 745,218 $60M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 161,468 $12M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.03 pp 17,932 $1M hist
Natixis Advisors, LLC 2026 Q1 0.0% New 0.0% 10,957 $797 hist
Ancora Advisors LLC 2026 Q1 0.0% 329 $24 hist
Scott Miller - Greenhaven Road Investment Management, L.P. exited 2026 Q1 last 2025 Q4 1.4% Exit -1.38 pp 101,323 $8M hist
Mason Hawkins - Southeastern Asset Management INC/TN/ exited 2026 Q1 last 2025 Q4 1.0% Exit -0.98 pp 272,123 $22M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) exited 2026 Q1 last 2025 Q4 0.2% Exit -0.15 pp 674,577 $54M hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.03 pp 256,565 $21M hist
Israel Englander - Millennium Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 482,875 $39M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 3,900 $315 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue
Gross profit $593M $832M $589M
Gross margin
Net income $178M $420M $146M
Net margin

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $778M $855M $809M
Total non-current assets * $1.66B $1.71B $1.82B
Total assets $2.44B $2.57B $2.63B
Total current liabilities $259M $299M $291M
Total non-current liabilities * $621M $600M $605M
Total equity $1.56B $1.67B $1.73B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $316M $605M $382M
Cash from investing -$376M -$183M -$291M
Cash from financing -$77M -$292M -$141M
Net change in cash -$161M $118M -$48M

ownership over time

filing count by report period · click a bar for that quarter’s holders