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Disclosery

EMINENCE CAPITAL, LP: LPX position timeline

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

EMINENCE CAPITAL, LP held 0 LPX shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -2,533,385 shares

    13F-HR 0000902664-26-003015 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 2,533,385 shares
    Change vs previous 13F -1,514,751 shares

    4.23% of the 13F portfolio, value $184,303,759.

    13F-HR 0001107310-26-000002 filed by EMINENCE CAPITAL, 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 4,048,136 shares
    Change vs previous 13F +932,177 shares

    5.17% of the 13F portfolio, value $326,927,463.

    13F-HR 0001107310-26-000001 filed by EMINENCE CAPITAL, 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 3,115,959 shares
    Change vs previous 13F +228,521 shares

    4.07% of the 13F portfolio, value $276,821,798.

    13F-HR 0001107310-25-000003 filed by EMINENCE CAPITAL, 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 2,887,438 shares
    Change vs previous 13F +1,211,495 shares

    3.66% of the 13F portfolio, value $248,290,794.

    13F-HR 0001085146-25-005242 filed by EMINENCE CAPITAL, 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 1,675,943 shares
    Change vs previous 13F +230,837 shares

    2.58% of the 13F portfolio, value $154,153,237.

    13F-HR 0001085146-25-003291 filed by EMINENCE CAPITAL, 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 1,445,106 shares
    Change vs previous 13F +102,897 shares

    2.29% of the 13F portfolio, value $149,640,726.

    13F-HR 0001085146-25-001643 filed by EMINENCE CAPITAL, 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 1,342,209 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $144,233,779.

    13F-HR 0001085146-24-005895 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

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