LPX
Louisiana-pacific Corp
4 super-investors hold LPX worth a combined $501M. The largest position: Francis Chou at 0.2% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 24 — ranked #585 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own LPX
Interest in LPX within this cohort is narrow and essentially static, with four managers holding a combined $501M — a figure dominated almost entirely by Warren Buffett's $412M position at 0.2% of Berkshire's portfolio. Joel Greenblatt holds $71M and First Eagle a modest $17M, while Francis Chou's position is nominal at roughly $428K. No manager added or initiated in 2026Q1, and Mason Hawkins exited entirely, nudging the owner count back down to four after a brief uptick to five last quarter. The eight-quarter trend — flat at two owners for most of the period before a single-quarter bump — suggests no broadening enthusiasm; cohort interest is fading at the margins rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2022Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Warren Buffett | 0.2% | 15q | $412M | 5,664,793 |
| 2 | Joel Greenblatt | 0.1% | 40q | $71M | 977,766 |
| 3 | First Eagle Investment Management | <0.1% | 14q | $17M | 231,910 |
| 4 | Francis Chou | 0.2% | 8q | $428K | 5,886 |
Owners of LPX also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Mason Hawkins | EXIT | 1.0% | -100% | $0 | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 546347105. Not investment advice.