59 North Capital Management, LP — LOUISIANA PAC CORP LPX: Quarterly 13F Position History
59 North Capital Management, LP has reported LOUISIANA PAC CORP (LPX) on 8 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2024. As of Q1 2026, the position is sized at 3,263,810 shares ($237.4M market value, 7.08% of the equity book). Quarter-over-quarter share count change: 273,074 (-7.7%) .
- 3,263,810Shares Held (Latest Filing)
- $237.4MReported Market Value (Latest Filing)
- 7.08%Portfolio Weight (% of 13F Equity Book)
- 273,074Quarter-over-Quarter Share Change
- -$48.2MQuarter-over-Quarter Value Change
- 3,536,884Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,263,810 | 273,074 | -7.7% | $237.4M | 7.08% | $72.75 |
| Q4 2025 | 3,536,884 | +737,406 | +26.3% | $285.6M | 8.89% | $80.76 |
| Q3 2025 | 2,799,478 | 8,891 | -0.3% | $248.7M | 7.75% | $88.84 |
| Q2 2025 | 2,808,369 | +189,726 | +7.2% | $241.5M | 8.62% | $85.99 |
| Q1 2025 | 2,618,643 | +635,817 | +32.1% | $240.9M | 8.67% | $91.98 |
| Q4 2024 | 1,982,826 | +235,069 | +13.4% | $205.3M | 9.59% | $103.55 |
| Q3 2024 | 1,747,757 | +174,064 | +11.1% | $187.8M | 8.42% | $107.46 |
| Q2 2024 | 1,573,693 | — | — | $129.6M | 6.38% | $82.33 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did 59 North Capital Management, LP first disclose a LPX position in 13F-HR filings?
59 North Capital Management, LP first reported LOUISIANA PAC CORP (LPX) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was 59 North Capital Management, LP's most recent quarter-over-quarter share-count change in LPX?
Between Q4 2025 and Q1 2026, 59 North Capital Management, LP reduced its LPX position by 273,074 shares (-7.7%), leaving 3,263,810 shares at a market value of $237.4M.
Does the implied price-per-share represent 59 North Capital Management, LP's cost basis in LPX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.