Stock profile

LSB INDUSTRIES INC (LXU)

LXU · Latest close $9.94 as of Oct 2, 2026 · 13F data as of Jun 30, 2026 (2026 Q2)
Latest close
$9.94
As of Oct 2, 2026
Tracked funds holding
2 of 83
2026 Q2 13F filings
Opened / added
0 / 1
vs previous quarter
Trimmed / exited
0
vs previous quarter

Super-investor holdings · 2026 Q2

FundPortfolio weightSharesChange vs prev. quarter
Third Avenue Management0.66%381,096HELD
First Eagle Investment Management0.03%1,418,900ADDED (+30.8%)

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.

All institutions · Form 13F

Institutions holding200 of 8,857 filers
Long-only filers among them200
Change vs 2026 Q1+15 net · 192 entered · 177 exited
Shares reported, all filers49,980,329
Reported value, all filers$522.3M

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Insider trading · Form 4

1 insiders bought on the open market in the last 90 days (2 purchases, $21.2K), against 0 sales by 0 insiders ($0). Latest buy: Sep 15, 2026.

Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.

Politician trading · U.S. House

Data unavailable — no House STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).

Screens & lenses

Insiders

· Insider Net Buying — Last 90 days: more insider buy transactions than sell transactions

Financial Screens

· Piotroski — Financial health improved over the past year

Red Flags

· Auditor Change (8-K 4.01) — Last 2 years: an auditor change filing (8-K Item 4.01)

Key figures

· Piotroski — F-score: 7 · Return on assets: 2.1% · Operating cash flow: $95.5M

· Insider Net Buying — Buy txns: 2 · Sell txns: 0 · Buy value: $21.2K · Latest buy: Sep 15, 2026

· Auditor Change (8-K 4.01) — Latest event: Mar 9, 2026 · Events in 2 yrs: 1

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

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