SEC 13F Intelligence

59 North Capital Management, LP / LPX

59 North Capital Management, LP’s Louisiana Pac Corp Position

Does 59 North Capital Management, LP own Louisiana Pac Corp (LPX)? Yes — 3.26M shares worth $237M (+7.08% of its 13F portfolio) as of Q1 2026, down from 3.54M shares the prior filed quarter.

Position Value
$237M
Q1 2026
Shares
3.26M
% of Portfolio
+7.08%
Quarters Held
8
currently held

Position History LPX

Reported value by quarter
Q2 ’24: $130MQ2 ’24Q3 ’24: $188MQ3 ’24Q4 ’24: $205MQ4 ’24Q1 ’25: $241MQ1 ’25Q2 ’25: $241MQ2 ’25Q3 ’25: $249MQ3 ’25Q4 ’25: $286MQ4 ’25Q1 ’26: $237MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.26M$237M+7.08%
Q4 20253.54M$286M+8.89%
Q3 20252.80M$249M+7.75%
Q2 20252.81M$241M+8.62%
Q1 20252.62M$241M+8.67%
Q4 20241.98M$205M+9.59%
Q3 20241.75M$188M+8.42%
Q2 20241.57M$130M+6.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 59 North Capital Management, LP’s full portfolio or all institutional holders of LPX.