LXU

LSB Industries Inc$11.07 0.82%
MaterialsUSCUSIP 502160104· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
149
+32 QoQ
13F Value (tracked)
$654.0M
Insider Net · 180d
-$76.8M
0↑ 5↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)50 adding · 7 trimming
Insider net (180d)-$76.8M

Price & smart-money activity

$11.07 0.82%5Y +58.1%
$3.35$9.54$15.72$21.90$28.0920212022202320242025202642342
Hover for who · click for detailEnd-of-day closing prices52w $7.16 – $16.88

Top institutional holders

149 tracked 13F filers
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
New
+2.2M sh
Q1 2026
6D. E. Shaw & Co., Inc.
$30.3M
2.0M
66×
Added · +2.0M sh
Q1 2026
7Ghisallo Capital Management LLC
$28.3M
1.9M
New
+1.9M 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
$19.6M
1.3M
+2.6%
Added · +34K sh
Q1 2026
12STATE STREET CORP
$16.9M
1.1M
−3.7%
Reduced · −44K sh
Q1 2026
13First Eagle Investment Management, LLC
$16.2M
1.1M
−17%
Reduced · −226K sh
Q1 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.

Fund activity: latest quarter

Opened (NEW)
24
funds
Added
26
funds
Reduced
7
funds
Exited
0
funds

Funds that own LXU also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT55 funds$18.6B
AMAZON.COM INCAMZN52 funds$15.2B
META PLATFORMS INC-CLASS AMETA52 funds$10.3B
NVIDIA CORPNVDA51 funds$29.1B
ALPHABET INC-CL AGOOGL51 funds$12.3B
VISA INC-CLASS A SHARESV51 funds$3.9B
ADVANCED MICRO DEVICESAMD51 funds$2.7B
UNITEDHEALTH GROUP INCUNH51 funds$2.7B
APPLE INCAAPL50 funds$22.9B
BROADCOM INCAVGO50 funds$10.6B
MICRON TECHNOLOGY INCMU50 funds$5.0B
ELI LILLY & COLLY50 funds$4.8B

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
$0
0 insiders
Sells · 180d
$76.8M
5 insiders
Net
-$76.8M
15 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jun 10, 2026White Lynn FDirectorSell (S)40K$472K
Jun 8, 2026CARVER KRISTYSVP and TreasurerSell (S)10K$118K
May 22, 2026Ackerman Jonathan Z.DirectorGrant (A)9K$120K
May 22, 2026Bertocco RiccardoDirectorGrant (A)9K$120K
May 22, 2026CHANDLER JOHN DDirectorGrant (A)9K$120K
May 22, 2026Peninger Diana MDirectorGrant (A)9K$120K
May 22, 2026White Lynn FDirectorGrant (A)9K$120K
Apr 24, 2026BEHRMAN MARK TPresident and CEO, DirectorGrant (A)707K$10.3M
Mar 26, 2026Boehly Todd L10% OwnerSell (S)4.9M$72.6M
Mar 12, 2026MAGUIRE CHERYLEVP and CFODisposed to issuer (D)20K$300K
Mar 2, 2026BEHRMAN MARK TPresident and CEO, DirectorSell (S)250K$2.9M
Feb 26, 2026CARVER KRISTYSVP and TreasurerSell (S)2K$23K

Institutional ownership over time

148 funds+60 since Q3 2024
074148Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $652.1M · 1 values withheld

Recent filings

15 shown

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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.

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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.