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LSB Industries, Inc.

LXU
Exchange
NYSE
Industry
Industrial Inorganic Chemicals
SEC CIK
0000060714

In the last 90 days, LSB Industries, Inc. insiders filed 2 open-market purchases and 0 sales; 200 institutions reported holding it in 13F filings for Q2 2026, worth $542.9M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in LSB Industries, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
138
−1 vs. Q3 2023
Shares held
38.5M
−1.15M (−2.9%) vs. Q3 2023
Total value
$358.0M
−$47.1M (−11.6%) vs. Q3 2023
New holders
16
52 more added
Sold out
17
47 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LXU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 138 institutions
Q1 2021: 57 institutionsQ2 2021: 54 institutionsQ3 2021: 72 institutionsQ4 2021: 79 institutionsQ1 2022: 108 institutionsQ2 2022: 116 institutionsQ3 2022: 140 institutionsQ4 2022: 164 institutionsQ1 2023: 154 institutionsQ2 2023: 151 institutionsQ3 2023: 140 institutionsQ4 2023: 138 institutionsQ1 2024: 138 institutionsQ2 2024: 130 institutionsQ3 2024: 131 institutionsQ4 2024: 129 institutionsQ1 2025: 135 institutionsQ2 2025: 127 institutionsQ3 2025: 138 institutionsQ4 2025: 149 institutionsQ1 2026: 189 institutionsQ2 2026: 200 institutions
Value heldQ4 2023: $358.0M
Q1 2021: $47.8MQ2 2021: $78.6MQ3 2021: $531.9MQ4 2021: $778.7MQ1 2022: $1.60BQ2 2022: $1.05BQ3 2022: $670.6MQ4 2022: $533.0MQ1 2023: $423.9MQ2 2023: $381.9MQ3 2023: $405.4MQ4 2023: $358.0MQ1 2024: $330.9MQ2 2024: $295.5MQ3 2024: $304.2MQ4 2024: $282.5MQ1 2025: $250.4MQ2 2025: $309.5MQ3 2025: $320.9MQ4 2025: $339.4MQ1 2026: $736.1MQ2 2026: $542.9M
Institutions holding LXU and their total value by quarter
QuarterHoldersValue
Q2 2026200$542.9M
Q1 2026189$736.1M
Q4 2025149$339.4M
Q3 2025138$320.9M
Q2 2025127$309.5M
Q1 2025135$250.4M
Q4 2024129$282.5M
Q3 2024131$304.2M
Q2 2024130$295.5M
Q1 2024138$330.9M
Q4 2023138$358.0M
Q3 2023140$405.4M
Q2 2023151$381.9M
Q1 2023154$423.9M
Q4 2022164$533.0M
Q3 2022140$670.6M
Q2 2022116$1.05B
Q1 2022108$1.60B
Q4 202179$778.7M
Q3 202172$531.9M
Q2 202154$78.6M
Q1 202157$47.8M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding LSB Industries, Inc.; share changes are against Q3 2023.

Institutions holding LXU in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
CastleKnight Management LP139,909$1.30M0.21%−41,900−23.0%Reduced
Invesco Ltd.142,473$1.33M0.00%−194,640−57.7%Reduced
Russell Investments Group, Ltd.145,629$1.36M0.00%+31,149+27.2%Added
Kennedy Capital Management, Inc.152,824$1.42M0.03%−840−0.5%Reduced
Panagora Asset Management Inc174,585$1.63M0.01%+89,557+105.3%Added
Nuveen Asset Management, LLC186,008$1.73M0.00%+480.0%Added
Royce & Associates LP186,483$1.74M0.02%00.0%Unchanged
Morgan Stanley191,209$1.78M0.00%+77,432+68.1%Added
HighTower Advisors, LLC205,127$1.91M0.00%+276+0.1%Added
JPMorgan Chase & Co217,077$2.02M0.00%+64,407+42.2%Added
Citadel Advisors LLC244,584$2.28M0.00%−28,570−10.5%Reduced
Goldman Sachs Group Inc271,828$2.53M0.00%−82,483−23.3%Reduced
Maven Securities LTD300,000$2.79M0.32%+300,000New
Bank of New York Mellon Corp336,673$3.13M0.00%−654−0.2%Reduced
AQR Capital Management LLC365,833$3.41M0.01%−224,021−38.0%Reduced
Bank of America Corp407,919$3.80M0.00%+138,491+51.4%Added
Two Sigma Advisers, LP416,980$3.88M0.01%−18,400−4.2%Reduced
Krilogy Financial LLC419,250$3.90M0.33%−92,000−18.0%Reduced
Charles Schwab Investment Management Inc424,262$3.95M0.00%−24,844−5.5%Reduced
Third Avenue Management LLC473,214$4.41M0.72%+442,596+1,445.5%Added
Northern Trust Corp483,579$4.50M0.00%−9,701−2.0%Reduced
UBS Group AG522,679$4.87M0.00%+10,326+2.0%Added
Meros Investment Management, LP540,229$5.03M2.39%−218,829−28.8%Reduced
Lloyd Harbor Capital Management, LLC567,612$5.28M3.34%+567,612New
Cerity Partners LLC586,531$5.46M0.02%+586,531New
D. E. Shaw & Co., Inc.709,074$6.60M0.01%−70,033−9.0%Reduced
Loomis Sayles & Co L P886,170$8.25M0.01%−119,179−11.9%Reduced
American Century Companies Inc978,964$9.11M0.01%+186,408+23.5%Added
First Eagle Investment Management, LLC998,395$9.30M0.02%+78,950+8.6%Added
Geode Capital Management, LLC1,234,143$11.5M0.00%+53,925+4.6%Added
State Street Corp1,239,214$11.5M0.00%+27,659+2.3%Added
Systematic Financial Management LP1,602,532$14.9M0.44%+164,061+11.4%Added
Renaissance Technologies LLC1,767,952$16.5M0.03%+59,800+3.5%Added
Gendell Jeffrey L1,993,357$18.6M1.01%+484,535+32.1%Added
Dimensional Fund Advisors LP2,525,077$23.5M0.01%+18,965+0.8%Added
Vanguard Group Inc3,538,070$32.9M0.00%+60,808+1.7%Added
Robotti Robert4,342,779$40.4M5.82%−9,048−0.2%Reduced
BlackRock Inc.5,605,145$52.2M0.00%+313,841+5.9%Added
Victory Capital Management Inc0$00.00%−1,802,145−100.0%Sold out
Security Benefit Life Insurance Co0$00.00%−1,672,500−100.0%Sold out
Ion Asset Management Ltd.0$00.00%−361,485−100.0%Sold out
Winmill & Co. Inc0$00.00%−78,100−100.0%Sold out
Ausbil Investment Management Ltd0$00.00%−69,104−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−65,836−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−48,812−100.0%Sold out
Millennium Management LLC0$00.00%−25,913−100.0%Sold out
Vident Advisory, LLC0$00.00%−14,995−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−14,916−100.0%Sold out
Bokf, NA0$00.00%−9,967−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−4,277−100.0%Sold out
City State Bank0$00.00%−286−100.0%Sold out
NBC Securities, Inc.0$00.00%−200−100.0%Sold out
Comerica Bank0$00.00%−50−100.0%Sold out
Toronto Dominion Bank0$00.00%−41−100.0%Sold out
Allworth Financial LP0$00.00%−33−100.0%Sold out
Virginia Retirement Systems Et Al––––Not filed