SOUTHEASTERN ASSET MANAGEMENT INC/TN/ LPX β€” LOUISIANA PAC CORP

Ownership history in SOUTHEASTERN ASSET MANAGEMENT INC/TN/  Β·  1 quarter on record

AI Ownership Summary

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported LOUISIANA PAC CORP (LPX) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.98% in 2025 Q4. The latest visible filing shows LPX at 0.98% 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 LPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s position in LOUISIANA PAC CORP, 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
2025 Q4

LPX was reported at 0.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2025 Q4

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.

How SOUTHEASTERN ASSET MANAGEMENT INC/TN/ held LPX β€” position size vs. price
% of Fund (quarterly)    LPX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 272,123 β€” β€” 0.98% $22.0M 2026-02-14 (Est.) $93.28

FAQ About SOUTHEASTERN ASSET MANAGEMENT INC/TN/ and LPX

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

How long has SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported owning LPX?

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported LPX across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported LPX position in SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s portfolio?

The largest reported portfolio weight for LPX was 0.98% in 2025 Q4.

What is the latest reported LPX position on this page?

The most recent filing on this page is 2025 Q4, when SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported 272,123 shares, equal to 0.98% of portfolio, with an estimated market value of $22.0M.

What does the chart on this LPX ownership page compare?

The chart compares SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s quarterly LPX 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.

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