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All holdings

LSB Industries

LXU

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
2
In their latest 13F (Q3 2026)
See who
Value held
$19.5m
Combined value at quarter end
Last quarter
1 bought
0 sold or trimmed
Fund portfolios
1
Funds holding it
See which
Price at Q2 ’26 end
$10.81
-27.4% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

-1.7%Q3 ’24
-5.6%Q4 ’24
-13.2%Q1 ’25
+18.4%Q2 ’25
+0.3%Q3 ’25
+8.7%Q4 ’25
+75.3%Q1 ’26
-27.4%Q2 ’26
Q3 ’24: -1.7%; Q4 ’24: -5.6%; Q1 ’25: -13.2%; Q2 ’25: +18.4%; Q3 ’25: +0.3%; Q4 ’25: +8.7%; Q1 ’26: +75.3%; Q2 ’26: -27.4%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

3Q4 ’23
2Q1 ’24
2Q2 ’24
2Q3 ’24
2Q4 ’24
2Q1 ’25
2Q2 ’25
2Q3 ’25
2Q4 ’25
2Q1 ’26
2Q2 ’26
0Q3 ’26
Q4 ’23: 3; Q1 ’24: 2; Q2 ’24: 2; Q3 ’24: 2; Q4 ’24: 2; Q1 ’25: 2; Q2 ’25: 2; Q3 ’25: 2; Q4 ’25: 2; Q1 ’26: 2; Q2 ’26: 2; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes LSB Industries.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding LSB Industries
Third Avenue Management0.7%$4.1m$4.1mUnchanged12 qtrs
First Eagle Investment Management0.0%$15.3m$15.3mAdded +31%21 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of LSB Industries
Bought or soldFiling
15 Sep 2026Ackerman Jonathan Z.Director▲ Bought1,000$11.30$11kForm 4
12 Aug 2026Ackerman Jonathan Z.Director▲ Bought1,000$9.89$10kForm 4

About the company

Sector
Materials · Industrial Inorganic Chemicals
Incorporated in
Delaware
Financial year ends
31 December
Shares outstanding
72m at 24 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$416m2013
$438m2015
$428m2017
$365m2019
$556m2021
$594m2023
$615m2025
2013: $416m; 2014: $496m; 2015: $438m; 2016: $375m; 2017: $428m; 2018: $378m; 2019: $365m; 2020: $351m; 2021: $556m; 2022: $902m; 2023: $594m; 2024: $522m; 2025: $615m
LSB Industries revenue and net income by year
YearRevenueNet income
2025$615m$24.6m
2024$522m−$19.4m
2023$594m$27.9m
2022$902m$230m
2021$556m$43.5m
2020$351m−$61.9m
2019$365m−$63.4m
2018$378m−$72.2m
2017$428m−$29.2m
2016$375m$112m
2015$438m−$34.8m
2014$496m$19.6m
2013$416m$55.0m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold LSB Industries, from their latest N-PORT filings.

Funds holding LSB Industries
Third Avenue Small-Cap Value FundThird Avenue Management2.2%$4.8m31 Jul 2026