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12th Street Asset Management Company, LLC: LPX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 12th Street Asset Management Company, LLC on LPX, newest first. How the timeline and the estimate are built.

12th Street Asset Management Company, LLC held 68,586 LPX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,586 shares
    Change vs previous 13F +25,733 shares

    0.77% of the 13F portfolio, value $5,394,975.

    13F-HR 0001633703-26-000010 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,853 shares
    Change vs previous 13F +238 shares

    0.51% of the 13F portfolio, value $3,117,556.

    13F-HR 0001633703-26-000007 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,615 shares
    Change vs previous 13F +15 shares

    0.57% of the 13F portfolio, value $3,441,587.

    13F-HR 0001633703-26-000003 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,600 shares
    Change vs previous 13F -538 shares

    0.64% of the 13F portfolio, value $3,784,584.

    13F-HR 0001633703-25-000013 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,138 shares
    Change vs previous 13F -1,926 shares

    0.64% of the 13F portfolio, value $3,709,437.

    13F-HR 0001633703-25-000007 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,064 shares
    Change vs previous 13F +654 shares

    0.71% of the 13F portfolio, value $4,144,987.

    13F-HR 0001633703-25-000005 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 44,410 shares
    Change vs previous 13F +1,599 shares

    0.76% of the 13F portfolio, value $4,598,656.

    13F-HR 0001633703-25-000003 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 42,811 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $4,600,470.

    13F-HR 0001633703-24-000012 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).