LSB Industries, Inc. 13F holders
200 funds reported a position in LSB Industries, Inc. in their 13F for the quarter ended 30 June 2026, together 51.6 million shares worth $558.2 million. Against the quarter before, 45 opened a position, 80 added, 49 trimmed and 36 sold out; together they sold a net 95,425 shares. The largest holders: BlackRock, Inc., American Century Companies Inc. and First Eagle Investment Management, LLC.
Funds holding200+11 on Q1 2026
Shares they held51.6Mworth $558.2 million
Net sold on the quarter95,425 sharesabout $1.0 million at the funds' values
Funds buying to selling125 to 85opened or added, to cut or sold
Opened 45Added 80Held 25Trimmed 49Sold out 36
What each fund did in LXU against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in LXU in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 30 reported a position in LSB Industries, Inc.: 4 opened one, 8 added, 8 trimmed and 5 sold out, a net 258,102 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 8 reported a position in LSB Industries, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Renaissance Technologies, 1.7 million shares worth $18.9 million, 0.0% of its reported book. In the quarter, 4 funds added or opened a position and 3 trimmed or sold out; together they bought a net 243,097 shares, about $2.6 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Renaissance Technologies | 1,748,406 | $18.9 million | 0.0% | -44,100 | trimmed | 30 June 2026 | 13F |
| Geode Capital Management | 1,468,036 | $15.9 million | 0.0% | +153,271 | added | 30 June 2026 | 13F |
| Citadel Advisors | 1,087,599 | $11.8 million | 0.0% | +270,036 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 955,862 | $10.3 million | 0.0% | +420,567 | added | 30 June 2026 | 13F |
| Norges Bank | 544,900 | $5.9 million | 0.0% | held | 30 June 2026 | 13F | |
| Point72 Asset Management | 316,954 | $3.4 million | 0.0% | -232,372 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 150,634 | $1.6 million | 0.0% | -364,562 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 43,272 | $467,774 | 0.0% | +40,257 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 4,699,495 | 9.10% | $50.8 million | 0.00% | +635,339 | 13F |
| American Century Companies Inc. | 3,205,231 | 6.21% | $34.6 million | 0.01% | +909,230 | 13F |
| First Eagle Investment Management, LLC | 2,837,800 | 5.50% | $30.7 million | 0.03% | 13F | |
| Vanguard Capital Management LLC | 2,510,165 | 4.86% | $27.1 million | 0.00% | +265,848 | 13F |
| Dimensional Fund Advisors LP | 2,425,322 | 4.70% | $26.2 million | 0.01% | -6,614 | 13F |
| Robotti Robert | 2,119,699 | 4.11% | $22.9 million | 3.70% | -400 | 13F |
| Renaissance Technologies LLC | 1,748,406 | 3.39% | $18.9 million | 0.03% | -44,100 | 13F |
| Systematic Financial Management LP | 1,671,625 | 3.24% | $18.1 million | 0.36% | -73,579 | 13F |
| Arrowstreet Capital, Limited Partnership | 1,560,506 | 3.02% | $16.9 million | 0.01% | +791,498 | 13F |
| Qube Research & Technologies Ltd | 1,533,049 | 2.97% | $16.6 million | 0.02% | +1,082,302 | 13F |
| CastleKnight Management LP | 1,494,391 | 2.89% | $16.2 million | 0.59% | -18,925 | 13F |
| Geode Capital Management, LLC | 1,468,036 | 2.84% | $15.9 million | 0.00% | +153,271 | 13F |
| State Street Corp. | 1,304,343 | 2.53% | $14.1 million | 0.00% | +173,034 | 13F |
| T. Rowe Price Investment Management, Inc. | 1,252,441 | 2.43% | $13.5 million | 0.01% | +234,478 | 13F |
| Citadel Advisors LLC | 1,087,599 | 2.11% | $11.8 million | 0.01% | +270,036 | 13F |
| Morgan Stanley | 1,043,524 | 2.02% | $11.3 million | 0.00% | +235,303 | 13F |
| Two Sigma Investments, LP | 955,862 | 1.85% | $10.3 million | 0.01% | +420,567 | 13F |
| Charles Schwab Investment Management Inc. | 880,489 | 1.71% | $9.5 million | 0.00% | -49,362 | 13F |
| Vanguard Portfolio Management LLC | 777,568 | 1.51% | $8.4 million | 0.00% | +323,784 | 13F |
| Acadian Asset Management LLC | 593,716 | 1.15% | $6.4 million | 0.01% | +436,916 | 13F |
| JPMorgan Chase & Co. | 577,203 | 1.12% | $6.2 million | 0.00% | -6,869 | 13F |
| Bridgeway Capital Management, LLC | 566,062 | 1.10% | $6.1 million | 0.11% | +16,204 | 13F |
| Hillsdale Investment Management Inc. | 556,520 | 1.08% | $6.0 million | 0.14% | +260,140 | 13F |
| Northern Trust Corp. | 549,611 | 1.06% | $5.9 million | 0.00% | +121,119 | 13F |
| Norges Bank | 544,900 | 1.06% | $5.9 million | 0.00% | 13F | |
| Cerity Partners LLC | 512,983 | 0.99% | $5.5 million | 0.01% | -11,598 | 13F |
| Marshall Wace, LLP | 428,916 | 0.83% | $4.6 million | 0.00% | +6,502 | 13F |
| Seldon Capital LP | 423,929 | 0.82% | $4.6 million | 1.43% | +270,611 | 13F |
| Goldman Sachs Group Inc. | 396,010 | 0.77% | $4.3 million | 0.00% | +45,072 | 13F |
| Third Avenue Management LLC | 381,096 | 0.74% | $4.1 million | 0.66% | no change | 13F |
| Panagora Asset Management Inc. | 364,336 | 0.71% | $3.9 million | 0.01% | new | 13F |
| LPL Financial LLC | 360,253 | 0.70% | $3.9 million | 0.00% | +170,305 | 13F |
| Vanguard Fiduciary Trust Co. | 359,584 | 0.70% | $3.9 million | 0.00% | +8,840 | 13F |
| Empowered Funds, LLC | 355,662 | 0.69% | $3.8 million | 0.02% | +16,204 | 13F |
| Squarepoint Ops LLC | 348,123 | 0.67% | $3.8 million | 0.01% | +268,939 | 13F |
| BNP Paribas Financial Markets | 320,439 | 0.62% | $3.5 million | 0.00% | +32,324 | 13F |
| Point72 Asset Management, L.P. | 316,954 | 0.61% | $3.4 million | 0.01% | -232,372 | 13F |
| UBS Group AG | 285,270 | 0.55% | $3.1 million | 0.00% | -52,732 | 13F |
| Susquehanna International Group, LLP | 284,114 | 0.55% | $3.1 million | 0.00% | -2,076,421 | 13F |
| Kennedy Capital Management LLC | 279,882 | 0.54% | $3.0 million | 0.05% | -5,118 | 13F |
| Man Group plc | 270,918 | 0.52% | $2.9 million | 0.01% | new | 13F |
| Glenorchy Capital Ltd | 266,876 | 0.52% | $2.9 million | 1.80% | +12,110 | 13F |
| Tudor Investment Corp. Et Al | 256,136 | 0.50% | $2.8 million | 0.01% | -67,405 | 13F |
| Lazard Asset Management LLC | 233,828 | 0.45% | $2.5 million | 0.00% | +15,081 | 13F |
| Krilogy Financial LLC | 223,343 | 0.43% | $2.4 million | 0.07% | +45,000 | 13F |
| HighTower Advisors, LLC | 221,900 | 0.43% | $2.4 million | 0.00% | -35,229 | 13F |
| Jane Street Group, LLC | 218,671 | 0.42% | $2.4 million | 0.00% | -701,239 | 13F |
| HRT Financial LP | 209,692 | 0.41% | $2.3 million | 0.00% | -33,436 | 13F |
| Invesco Ltd. | 197,620 | 0.38% | $2.1 million | 0.00% | -11,205 | 13F |
| XTX Topco Ltd | 177,960 | 0.34% | $1.9 million | 0.03% | +51,801 | 13F |
The 50 largest of the 200 funds that reported a position in LXU in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on LXU
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 161,600 | $1.7 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 48,400 | $523,204 | 30 June 2026 | 13F |
| Point72 Asset Management | Calls | 100 | $1,081 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 27 April 2026 | 13G/A | BlackRock, Inc. and 1 other | 4.0 million | 5.6% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 March 2026 | 13D/A | Todd L. Boehly and 1 other | 10.4 million | 14.5% | 26 March 2026 | EDGAR | |
| 17 February 2026 | 13G/A | CastleKnight Master Fund LP and 11 others | 3.2 million | 4.5% | 31 December 2025 | passive, under 20% (13d-1(c)) | EDGAR |
| 23 December 2025 | 13D/A | Robotti Robert and 7 others | 3.5 million | 4.9% | 19 December 2025 | Item 4 of the Amended Statement is hereby restated to read as follows: (a)-(j). The Common Stock has been acquired by the Reporting Persons for investment purposes and was not acquired with the intent to change or influence control of the I | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 4 September 2026 | 28 | $11.23 | SEC |
| 19 August 2026 | 1,889 | $10.23 | SEC |
| 18 August 2026 | 497 | $10.50 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.