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NYSE · Basic Materials

LOUISIANA PAC CORP LPX

Louisiana-Pacific Corporation, together with its subsidiaries, provides building solutions for applications in new home construction, repair and remodeling, and outdoor structure markets in the United States, Canada, and South America. It operates through Siding and Oriented Strand Board (OSB) segments. The Siding segment consists of a portfolio of engineered wood siding, trim, soffit, and fascia products; and primed products, including LP SmartSide trim and siding, LP BuilderSeries Lap Siding, and LP Outdoor Building Solutions; and LP SmartSide ExpertFinish trim and siding pre-finished products.

Sources StockAnalysis company profile stockanalysis.com
Forest Products

Company profile

Business mix

  • It operates through Siding and Oriented Strand Board (OSB) segments.
  • The OSB segment manufactures and distributes OSB structural panel products, including the value-added OSB product portfolio comprising LP Structural Solutions, which includes LP FlameBlock Fire-Rated Sheathing, LP WeatherLogic Air and Water Barrier.
  • In addition, the company provides other operations, including timber and timberlands, as well as other minor products, services, and closed operations.
  • The company sells its products primarily to retailers, wholesalers, home building, and industrial businesses in North America and South America.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in building products & equipment?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 60.34 FCF -0.16% Buyback 0.71%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Berkshire Hathaway Warren Buffett 0.2% $412.1M 2026-03-31
Eminence Capital Ricky Sandler 4.2% $184.3M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $62.4M Estimated from net added shares
Reduction amount $65.1M Estimated from net reduced shares
Net share change / base shares +3.5% +283,220 / 8,016,620
Berkshire Hathaway Warren Buffett 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 5,664,793 Last 4 periods +0 (0.0%) Total shares 5,664,793 Value $412.1M
Southeastern Asset Management Mason Hawkins 2 filing periods
13F 2025-12-31 Filed 2026-02-13
New Shares - 13F value change +$22.0M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$22.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 29.8% 13F value change +$10.6M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 0.0% 13F value change +$2.0M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -4.1% 13F value change -$8.0M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$54.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 542,024 Last 4 periods -542,024 (-100.0%) Total shares 0 Value $0
Eminence Capital Ricky Sandler 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 72.3% 13F value change +$94.1M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 7.9% 13F value change +$28.5M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 29.9% 13F value change +$50.1M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -37.4% 13F value change -$142.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,675,943 Last 4 periods +857,442 (+51.2%) Total shares 2,533,385 Value $184.3M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 129.1% 13F value change +$15.7M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -66.9% 13F value change -$19.0M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 133,860 Last 4 periods -32,198 (-24.1%) Total shares 101,662 Value $8.2M

Recent mentions

No public mentions.