LRI Investments, LLC KOP — KOPPERS HOLDINGS INC COM

Ownership history in LRI Investments, LLC  ·  10 quarters on record

AI Ownership Summary

LRI Investments, LLC reported KOPPERS HOLDINGS INC COM (KOP) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows KOP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KOP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LRI Investments, LLC's position in KOPPERS HOLDINGS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KOP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KOP stock page LRI Investments, LLC fund profile LRI Investments, LLC full holdings
How LRI Investments, LLC held KOP — position size vs. price
% of Fund (quarterly)    KOP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 146 — 0% 0.00% $7K 2026-07-14 $48.53
2026 Q1 UNCHANGED — — — 146 — 0% 0.00% $6K 2026-04-30 $40.74
2025 Q4 UNCHANGED — — — 146 — 0% 0.00% $4K 2026-02-04 $31.08
2025 Q3 UNCHANGED — — — 146 — 0% 0.00% $4K 2025-11-03 $27.97
2025 Q2 UNCHANGED — — — 146 — 0% 0.00% $5K 2025-07-25 $34.25
2025 Q1 UNCHANGED — — — 146 — 0% 0.00% $4K 2025-05-01 $24.84
2024 Q4 UNCHANGED — — — 146 — 0% 0.00% $5K 2025-02-14 $29.68
2024 Q3 REDUCED 44.3% -12.4% ✅ 146 -116 -44.3% 0.00% $5K 2024-11-15 $35.84
2024 Q2 REDUCED 10.3% -1.1% ✅ 262 -30 -10.3% 0.00% $10K 2024-07-24 $37.93
2024 Q1 INITIATED — — — 292 — — 0.00% $13K 2024-05-14 $42.32

🏢 Other funds also holding KOP

As of 2026 Q2 — sorted by position size

NJ State Employees Deferred Compensation Plan 3Y 7Y 0.04% Louisiana State Employees Retirement System 3Y 7Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.0% GAMMA Investing LLC 0.0% Dogwood Wealth Management LLC 0.0% COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 3Y 7Y 0.0% TRUST CO OF TOLEDO NA /OH/ 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About LRI Investments, LLC and KOP

These are the practical questions this page is built to answer before you even open the full history table.

How long has LRI Investments, LLC reported owning KOP?

LRI Investments, LLC reported KOP across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported KOP position in LRI Investments, LLC's portfolio?

The largest reported portfolio weight for KOP was 0.00% in 2024 Q1.

What is the latest reported KOP position on this page?

The most recent filing on this page is 2026 Q2, when LRI Investments, LLC reported 146 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this KOP ownership page compare?

The chart compares LRI Investments, LLC's quarterly KOP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LRI Investments, LLC time their KOP position?

Based on 13F filing dates vs. subsequent KOP price moves, LRI Investments, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on KOP relative to SPY over the holding period was -11.0%.

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