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Disclosery

Crow's Nest Holdings LP: LPX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crow's Nest Holdings LP on LPX, newest first. How the timeline and the estimate are built.

Crow's Nest Holdings LP held 320,000 LPX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 320,000 shares
    Change vs previous 13F -250,000 shares

    7.61% of the 13F portfolio, value $25,171,200.

    13F-HR 0001898772-26-000008 filed by Crow's Nest Holdings LP
    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 570,000 shares
    Change vs previous 13F -190,000 shares

    9.69% of the 13F portfolio, value $41,467,500.

    13F-HR 0001898772-26-000006 filed by Crow's Nest Holdings LP
    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 760,000 shares
    Change vs previous 13F -18,100 shares

    13.98% of the 13F portfolio, value $61,377,600.

    13F-HR 0001898772-26-000004 filed by Crow's Nest Holdings LP
    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 778,100 shares
    Change vs previous 13F -14,400 shares

    14.4% of the 13F portfolio, value $69,126,404.

    13F-HR 0001898772-25-000011 filed by Crow's Nest Holdings LP
    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 792,500 shares
    Change vs previous 13F -10,000 shares

    15.03% of the 13F portfolio, value $68,147,075.

    13F-HR 0001346554-25-000066 filed by Crow's Nest Holdings LP
    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 802,500 shares
    Change vs previous 13F -2,500 shares

    18.26% of the 13F portfolio, value $73,813,950.

    13F-HR 0001898772-25-000003 filed by Crow's Nest Holdings LP
    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 805,000 shares
    Change vs previous 13F 0 shares

    17.59% of the 13F portfolio, value $83,357,750.

    13F-HR 0001493152-25-006766 filed by Crow's Nest Holdings LP
    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 805,000 shares
    Change vs previous 13F not available

    15.97% of the 13F portfolio, value $86,505,300.

    13F-HR 0001493152-24-045750 filed by Crow's Nest Holdings LP
    Filed (acceptance time not in the bulk data set), ingested

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