13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
1

LPX

Louisiana-Pacific Corporation · Industrials

Consensus score 1/100 · #221 this quarter · tier-weighted across tracked managers

Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
0.6%
of their portfolios
Combined value
$477M
held, at quarter-end

Who’s holding it Q2 2026, by position size

ManagerPosition sizeChange
Hosking Partners
Concentrated
1.0%
ADD
Berkshire Hathaway
Quality compounder
0.1%
HOLD

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.