Louisiana Pac Corp (LPX) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Louisiana Pac Corp (LPX) following the 2026 Q2 hedge fund 13F filings?

As of today, LPX has moved -11.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -9.0% for the XLI sector ETF — an outperformance of -2.7%. Since the quarter end (June 30, 2026), LPX gained -17.1% vs -8.4% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Louisiana Pac Corp (LPX)

416 + Investors. Track Smart Money conviction in LPX. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — LPX

Based on 421 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added LPX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 83% of 3.0Y peak

83% of all-time peak

421 funds currently hold this stock — 83% of the 3.0-year high of 506 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q

39 fewer hedge funds hold LPX compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟡

Slight buying edge — 58% buying

234 buying172 selling

Last quarter: 234 funds bought or added vs 172 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new LPX position: 61 → 56 → 60 → 68. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 16% medium ■ 18% new

277 out of 421 hedge funds have held LPX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~68 new funds/quarter

58 → 61 → 56 → 60 → 68 new funds/Q

New funds entering each quarter: 61 → 56 → 60 → 68. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 70% veterans vs 20% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 20% new

Entry-cohort mix of 427 holders: 299 (70%) are 2+ year veterans, 41 entered 1–2 years ago, and 87 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

57 of 419 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in LPX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

2.6

out of 10

Low Exit Risk

Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	416	412	0.97%
13F Shares	75M	71M	6.75%
Total Value	$5.46B	$4.70B	16.19%
New Positions	68	60	+8
Increased Positions	163	151	+12
Closed Positions	62	62	-
Reduced Positions	111	130	-19
Total Calls	4	4	-
Total Puts	4	6	-33.33%
PUT/CALL Ratio	1.0	1.5	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

416

412

0.97%

13F Shares

75M

71M

6.75%

Total Value

$5.46B

$4.70B

16.19%

New Positions

Increased Positions

163

151

+12

Closed Positions

Reduced Positions

111

130

-19

Total Calls

Total Puts

-33.33%

PUT/CALL Ratio

1.0

1.5

Neutral

Institutional Holders (2026 Q2)

416 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LPX. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 LPX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Littlejohn & Co LLC	16.07%	160,600	$12.6M
2	Crow's Nest Holdings LP	7.61%	320,000	$25.2M
3	59 North Capital Management, LP	7.37%	4,209,054	$331.1M
4	Southernsun Asset Management, LLC	6.12%	577,698	$45.4M
5	Avantyr Capital Partners, LP	4.48%	1,547,490	$121.7M
6	Eminence Capital, LP	4.23%	2,533,385	$184.3M
7	Masterton Capital Management, LP	4.04%	60,700	$4.8M
8	Fernbridge Capital Management LP	3.23%	561,155	$44.1M
9	Pembroke Management, LTD	2.68%	217,257	$17.1M
10	Elwood Capital Partners LP	2.46%	63,374	$5.0M
11	Concorde Financial Corp	2.44%	38,518	$3.0M
12	Maple Rock Capital Partners Inc.	2.35%	1,521,859	$119.7M
13	Parsifal Capital Management, LP	2.24%	234,757	$18.5M
14	SG Capital Management LLC	2.14%	328,955	$25.9M
15	Channing Capital Management, LLC	2.09%	1,151,814	$90.6M
16	Fiduciary Management Inc /Wi/	1.96%	1,751,120	$137.7M
17	Strong Tower Advisory Services	1.84%	130,669	$10.3M
18	Pullen Investment Management, LLC	1.80%	49,424	$3.9M
19	Deprince Race & Zollo Inc	1.18%	892,047	$70.2M
20	Hosking Partners LLP	1.05%	399,850	$31.5M
21	KLCM Advisors, Inc.	1.02%	163,925	$12.9M
22	Robotti Robert	1.01%	79,351	$6.2M
23	Leith Wheeler Investment Counsel Ltd.	0.98%	164,727	$13.0M
24	ClearAlpha Technologies LP	0.95%	7,070	$556K
25	BCGM Wealth Management, LLC	0.87%	52,297	$4.1M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Louisiana Pac Corp (LPX)

What does the Smart Money Trend signal show for LPX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LPX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LPX?

Slight buying edge — 58% buying: Last quarter: 234 funds bought or added vs 172 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LPX holders?

Elite ownership — 52% AUM from top-100 funds: 57 of 419 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in LPX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LPX?

66% of holders stayed for 2+ years: 277 out of 421 hedge funds have held LPX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Louisiana Pac Corp (LPX) following the 2026 Q2 hedge fund 13F filings?

As of today, LPX has moved -11.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -9.0% for the XLI sector ETF — an outperformance of -2.7%. Since the quarter end (June 30, 2026), LPX has gained -17.1% vs -8.4% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Louisiana Pac Corp (LPX)

Smart Money Signals — LPX

Buying streak — 1 quarter in a row

High ownership — 83% of 3.0Y peak

Outflows — 8% fewer funds vs a year ago

Slight buying edge — 58% buying

More new buyers each quarter (+8 vs last Q)

66% of holders stayed for 2+ years

Steady discovery — ~68 new funds/quarter

Veteran-anchored — 70% veterans vs 20% newcomers

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — LPX

Hedge Fund Ownership: LPX

Market Analysis: LPX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LPX

Is It Too Late to Buy Louisiana Pac Corp (LPX) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: LPX

Statistics: LPX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Louisiana Pac Corp (LPX)

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