EMINENCE CAPITAL, LP — LOUISIANA PAC CORP LPX: Quarterly 13F Position History
EMINENCE CAPITAL, LP has reported LOUISIANA PAC CORP (LPX) on 12 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2023. As of Q1 2026, the position is sized at 2,533,385 shares ($184.3M market value, 4.23% of the equity book). Quarter-over-quarter share count change: 1,514,751 (-37.4%) .
- 2,533,385Shares Held (Latest Filing)
- $184.3MReported Market Value (Latest Filing)
- 4.23%Portfolio Weight (% of 13F Equity Book)
- 1,514,751Quarter-over-Quarter Share Change
- -$142.6MQuarter-over-Quarter Value Change
- 4,048,136Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 12 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,533,385 | 1,514,751 | -37.4% | $184.3M | 4.23% | $72.75 |
| Q4 2025 | 4,048,136 | +932,177 | +29.9% | $326.9M | 5.17% | $80.76 |
| Q3 2025 | 3,115,959 | +228,521 | +7.9% | $276.8M | 4.07% | $88.84 |
| Q2 2025 | 2,887,438 | +1,211,495 | +72.3% | $248.3M | 3.66% | $85.99 |
| Q1 2025 | 1,675,943 | +230,837 | +16.0% | $154.2M | 2.58% | $91.98 |
| Q4 2024 | 1,445,106 | +102,897 | +7.7% | $149.6M | 2.29% | $103.55 |
| Q3 2024 | 1,342,209 | 541,315 | -28.7% | $144.2M | 2.19% | $107.46 |
| Q2 2024 | 1,883,524 | 226,293 | -10.7% | $155.1M | 2.50% | $82.33 |
| Q1 2024 | 2,109,817 | +52,826 | +2.6% | $177.0M | 3.25% | $83.91 |
| Q4 2023 | 2,056,991 | +491,641 | +31.4% | $145.7M | 2.84% | $70.83 |
| Q3 2023 | 1,565,350 | 342,077 | -17.9% | $86.5M | 1.71% | $55.27 |
| Q2 2023 | 1,907,427 | — | — | $143.0M | 2.57% | $74.98 |
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 EMINENCE CAPITAL, LP first disclose a LPX position in 13F-HR filings?
EMINENCE CAPITAL, LP first reported LOUISIANA PAC CORP (LPX) on its 13F-HR filing for the period ending 2023-06-30 (Q2 2023). The position has appeared on 12 reported quarters within Pactolio's tracked window.
What was EMINENCE CAPITAL, LP's most recent quarter-over-quarter share-count change in LPX?
Between Q4 2025 and Q1 2026, EMINENCE CAPITAL, LP reduced its LPX position by 1,514,751 shares (-37.4%), leaving 2,533,385 shares at a market value of $184.3M.
Does the implied price-per-share represent EMINENCE CAPITAL, 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.