← Top Holdings

LPXLOUISIANA PAC CORP

CUSIP: 546347105

3

Guru Owners

$479.9M

Total Value Held

5.9M

Total Shares

$457.5M
0.17%
$475K
0.24%

📊 Fundamentals

Market Cap$5.1B
P/E Ratio35.4x
Above market avg
Forward P/E17.3x
P/FCF192.4x
EPS (TTM)$2.08
Revenue (TTM)$2.7B
Profit Margin5.39%
Div Yield1.63%
Beta1.77

52-Week Range

$69.34
$102.86

Current: $73.70

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 35.4x trailing earnings → 17.3x forward · 5.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$161.8M$323.6M$485.4M$647.2MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '253 owners · $479.9M
Q3 '253 owners · $575.2M
INCREASEDDan Sundheim$71.4M
Q2 '253 owners · $643.4M
NEWWarren Buffett$487.1M
NEWDan Sundheim$155.8M
Q1 '252 owners · $1.6M
REDUCEDRay Dalio$1.1M
Q4 '243 owners · $588.8M
REDUCEDWarren Buffett$586.6M
REDUCEDRay Dalio$1.6M
Q3 '244 owners · $647.2M
REDUCEDRay Dalio$4.3M
NEWLee Ainslie$1.3M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
12%analyst est. 11.7%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
1.0%current: 1.0%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

LPX: Held by 3 superinvestors · 8 congress member trades

$15,001 - $50,0002025-11-18
$1,001 - $15,0002025-10-31
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-08-21
$1,001 - $15,0002025-06-17
$1,001 - $15,0002025-06-11
$50,001 - $100,0002025-05-15
LPX Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker