# LSB Industries (LXU): value investors who own it | moatshark

2 value investors held LSB Industries in their Q3 2026 13F, led by Third Avenue Management, First Eagle Investment Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Third Avenue Management | 0.7% | $4.1m | Unchanged | 12 |
| First Eagle Investment Management | 0.0% | $15.3m | Added +31% | 21 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-15 | Ackerman Jonathan Z. | Director | Bought | 1000 | $11k |
| 2026-08-12 | Ackerman Jonathan Z. | Director | Bought | 1000 | $10k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Third Avenue Small-Cap Value Fund | Third Avenue Management | 2.2% | $4.8m | 2026-07-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/lxu). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.