LXU

LSB Industries Inc
MaterialsUSCUSIP 502160104◍ Confluence graph
Tracked 13F Holders
177
-91 QoQ
13F Value (tracked)
$651.4M
Insider Net · 180d
-$73.2M
1↑ 3↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)53 adding · 12 trimming
Insider net (180d)-$73.2M

Who owns LXU?

177 tracked 13F filers

177 tracked 13F filers disclose a position in LXU as of the latest SEC 13F filings, a combined $651.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$60.6M
4.1M
−32%
Reduced · −1.9M sh
Q1 2026
2DIMENSIONAL FUND ADVISORS LP
$36.2M
2.4M
+2.4%
Added · +58K sh
Q1 2026
3SUSQUEHANNA INTERNATIONAL GROUP, LLP
$35.2M
2.4M
Added
Added · +2.4M sh
Q1 2026
4AMERICAN CENTURY COMPANIES INC
$34.2M
2.3M
+11%
Added · +224K sh
Q1 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$33.4M
2.2M
First observed position
No prior filed position
Q1 2026
6ROBOTTI ROBERT
$22.9M
2.1M
~0%
Reduced · −400 sh
Q2 2026
7D. E. Shaw & Co., Inc.
$30.3M
2.0M
66×
Added · +2.0M sh
Q1 2026
8RENAISSANCE TECHNOLOGIES LLC
$26.7M
1.8M
+2.7%
Added · +47K sh
Q1 2026
9SYSTEMATIC FINANCIAL MANAGEMENT LP
$26.0M
1.7M
−7.4%
Reduced · −140K sh
Q1 2026
10CastleKnight Management LP
$22.5M
1.5M
−53%
Reduced · −1.7M sh
Q1 2026
11GEODE CAPITAL MANAGEMENT, LLC
$15.9M
1.5M
+12%
Added · +153K sh
Q2 2026
12First Eagle Investment Management, LLC
$15.3M
1.4M
+31%
Added · +334K sh
Q2 2026
13STATE STREET CORP
$14.1M
1.3M
+15%
Added · +173K sh
Q2 2026
14T. Rowe Price Investment Management, Inc.
Withheld
1.0M
New
+1.0M sh
Q1 2026
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$13.9M
930K
−3.7%
Reduced · −36K sh
Q1 2026
16JANE STREET GROUP, LLC
$13.7M
920K
+187%
Added · +600K sh
Q1 2026
17CITADEL ADVISORS LLC
$12.2M
818K
24×
Added · +784K sh
Q1 2026
18MORGAN STANLEY
$12.0M
808K
+77%
Added · +351K sh
Q1 2026
19ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$11.5M
769K
New
+769K sh
Q1 2026
20JPMORGAN CHASE & CO
$9.2M
584K
+71%
Added · +243K sh
Q1 2026
21BRIDGEWAY CAPITAL MANAGEMENT, LLC
$8.2M
550K
+5.0%
Added · +26K sh
Q1 2026
22Point72 Asset Management, L.P.
$8.2M
549K
30×
Added · +531K sh
Q1 2026
23TWO SIGMA INVESTMENTS, LP
$8.0M
535K
+540%
Added · +452K sh
Q1 2026
24Cerity Partners LLC
$7.8M
525K
−29%
Reduced · −218K sh
Q1 2026
25MILLENNIUM MANAGEMENT LLC
$7.7M
515K
24×
Added · +494K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is LXU being bought or sold by institutions?

Last quarter, 22 funds opened a new position in LXU and 31 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
22
funds
Added
31
funds
Reduced
12
funds
Exited
0
funds

Funds that own LXU also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT96 funds$158.8B
MICRON TECHNOLOGY INCMU93 funds$22.9B
NVIDIA CORPNVDA92 funds$226.0B
META PLATFORMS INC-CLASS AMETA92 funds$65.4B
ELI LILLY & COLLY92 funds$44.2B
AMAZON.COM INCAMZN91 funds$113.8B
LAM RESEARCH CORPLRCX91 funds$20.1B
ALPHABET INC-CL AGOOGL88 funds$90.0B
JPMORGAN CHASE & COJPM88 funds$34.2B
MASTERCARD INC - AMA88 funds$32.4B
BRISTOL-MYERS SQUIBB COBMY88 funds$8.4B
APPLE INCAAPL87 funds$172.0B

Ranked by how many of LXU's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$10K
1 insiders
Sells · 180d
$73.2M
3 insiders
Net
-$73.2M
4 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 12, 2026Ackerman Jonathan Z.DirectorBuy (P)1K$10K
Jun 10, 2026White Lynn FDirectorSell (S)40K$472K
Jun 8, 2026CARVER KRISTYSVP and TreasurerSell (S)10K$118K
Mar 26, 2026Boehly Todd L10% OwnerSell (S)4.9M$72.6M
Mar 2, 2026BEHRMAN MARK TPresident and CEO, DirectorSell (S)250K$2.9M
Feb 26, 2026CARVER KRISTYSVP and TreasurerSell (S)2K$23K
Feb 11, 2026GOLSEN BARRY HDirectorSell (S)4K$44K
Feb 11, 2026GOLSEN BARRY HDirectorSell (S)13K$134K
Feb 10, 2026GOLSEN BARRY HDirectorSell (S)6K$64K
Feb 10, 2026GOLSEN BARRY HDirectorSell (S)19K$192K
Feb 9, 2026GOLSEN BARRY HDirectorSell (S)2K$25K
Feb 9, 2026GOLSEN BARRY HDirectorSell (S)826$8K

Institutional ownership over time

75 funds-25 since Q3 2024
083166Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $109.8M

Recent filings

15 shown

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Connected entities for LXU

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Ask your agent what changed in LXU

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LXU/capital-change-brief"
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Use Arkolith's capital_change_brief for LXU.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LXU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.