Manager × security

SOUTHERNSUN ASSET MANAGEMENT, LLC LPX holdings history

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LOUISIANA-PACIFIC CORP · CUSIP 546347105 · CIK 1089755

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, SOUTHERNSUN ASSET MANAGEMENT, LLC reported 577.70K LPX (shares), valued at $45.44M, or 6.12% of its reported non-derivative portfolio. Filed 2026-08-14.

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Portfolio weight and quantity history
Reported portfolio weight
6.12%
Shares
577.70K
577,698
Reported value
$45.44M
USD

Shares increased 18.90%; reported value increased 28.56%, and weight changed +1.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20266.12%577,698SEC filing ↗Filed Aug 14, 2026
Q1 20265.12%485,869SEC filing ↗Filed May 13, 2026
Q4 20255.15%457,254SEC filing ↗Filed Feb 13, 2026
Q3 20254.93%428,042SEC filing ↗Filed Nov 14, 2025
Q2 20255.23%433,260SEC filing ↗Filed Aug 14, 2025
Q1 20256.10%458,091SEC filing ↗Filed May 14, 2025
Q4 20246.25%484,363SEC filing ↗Filed Feb 14, 2025
Q3 20246.10%478,906SEC filing ↗Filed Nov 14, 2024
Q2 20245.33%536,666SEC filing ↗Filed Aug 14, 2024
Q1 20245.16%552,083SEC filing ↗Filed May 15, 2024
Q4 20234.71%576,677SEC filing ↗Filed Feb 14, 2024
Q3 20233.26%503,766SEC filing ↗Filed Nov 14, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20233.26%503,766$27.84MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Nov 14, 2023
Q4 20234.71%576,677$40.85MShares increased 14.47%; reported value increased 46.70%, and weight changed +1.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 14, 2024
Q1 20245.16%552,083$46.33MShares decreased 4.26%; reported value increased 13.41%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2024
Q2 20245.33%536,666$44.18MShares decreased 2.79%; reported value decreased 4.62%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2024
Q3 20246.10%478,906$51.46MShares decreased 10.76%; reported value increased 16.48%, and weight changed +0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 14, 2024
Q4 20246.25%484,363$50.16MShares increased 1.14%; reported value decreased 2.54%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 14, 2025
Q1 20256.10%458,091$42.14MShares decreased 5.42%; reported value decreased 15.99%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 14, 2025
Q2 20255.23%433,260$37.26MShares decreased 5.42%; reported value decreased 11.58%, and weight changed -0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2025
Q3 20254.93%428,042$38.03MShares decreased 1.20%; reported value increased 2.07%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 14, 2025
Q4 20255.15%457,254$36.93MShares increased 6.82%; reported value decreased 2.89%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 13, 2026
Q1 20265.12%485,869$35.35MShares increased 6.26%; reported value decreased 4.28%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 13, 2026
Q2 20266.12%577,698$45.44MShares increased 18.90%; reported value increased 28.56%, and weight changed +1.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2026
SOUTHERNSUN ASSET MANAGEMENT, LLC · LOUISIANA-PACIFIC CORP

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.