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INTRINSIC EDGE CAPITAL MANAGEMENT LLC: LPX position timeline

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

INTRINSIC EDGE CAPITAL MANAGEMENT LLC held 70,000 LPX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,000 shares
    Change vs previous 13F +40,000 shares

    0.68% of the 13F portfolio, value $5,506,200.

    13F-HR 0001671754-26-000011 filed by INTRINSIC EDGE CAPITAL MANAGEMENT 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 30,000 shares
    Change vs previous 13F -20,000 shares

    0.4% of the 13F portfolio, value $2,182,500.

    13F-HR 0001671754-26-000006 filed by INTRINSIC EDGE CAPITAL MANAGEMENT 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 50,000 shares
    Change vs previous 13F -1,719 shares

    0.78% of the 13F portfolio, value $4,038,000.

    13F-HR 0001671754-26-000003 filed by INTRINSIC EDGE CAPITAL MANAGEMENT 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 51,719 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $4,594,716.

    13F-HR 0001671754-25-000008 filed by INTRINSIC EDGE CAPITAL MANAGEMENT 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 51,719 shares
    Change vs previous 13F -168,061 shares

    0.67% of the 13F portfolio, value $4,447,317.

    13F-HR 0001415889-25-021644 filed by INTRINSIC EDGE CAPITAL MANAGEMENT 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 219,780 shares
    Change vs previous 13F +149,605 shares

    4.24% of the 13F portfolio, value $20,215,364.

    13F-HR 0001415889-25-012602 filed by INTRINSIC EDGE CAPITAL MANAGEMENT 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 70,175 shares
    Change vs previous 13F -120,000 shares

    0.99% of the 13F portfolio, value $7,266,621.

    13F-HR 0001415889-25-004000 filed by INTRINSIC EDGE CAPITAL MANAGEMENT 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 190,175 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $20,436,206.

    13F-HR 0001671754-24-000007 filed by INTRINSIC EDGE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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