Ticker · CUSIP 502160104

LXU

LSB INDS INC

Basic Materials·Chemicals

···Share

Holders (tracked)

Combined shares

3,737,794

Combined value

$31.77M

Last close

$13.61

Quarter

2025Q4

Price is +60.1% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$13.61+8.48 (+165.30%)H $16.88 · L $4.98 · Avg Vol 689K

Tracked holders · last 8 quarters

+2 vs previous quarter over the last 8.

SEC event timeline

18 events

Ken Griffin (Citadel Advisors) trimmed2026-02-17
−16,853 shares · 2025Q4
Position
D.E. Shaw & Co. trimmed2026-02-17
−16,342 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+30,494 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+1,692 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+18,538 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+3,408 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+342,894 shares · 2025Q4
Position
AQR Capital Management trimmed2026-02-17
−29,252 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−54,500 shares · 2025Q4
Position
First Eagle Investment Management trimmed2026-02-04
−269,007 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−103,204 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−18,172 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+466 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+8,319 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+4,545 shares · 2025Q3
Position
Two Sigma Investments opened position2025-11-14
+53,155 shares · 2025Q3
Position
Renaissance Technologies added2025-11-13
+33,800 shares · 2025Q3
Position
First Eagle Investment Management trimmed2025-11-12
−185,800 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for LXU →

Follow-the-investor returns

If you'd copied each holder of LXU…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Ken Griffin (Citadel Advisors)	2016Q4	$8.01	+70.0%	$459K
Ken Griffin (Citadel Advisors)	2016Q4	$8.01	+70.0%	$459K
Izzy Englander (Millennium Mgmt)	2017Q2	$8.25	+65.0%	$294K
Paul Tudor Jones (Tudor Investment)	2022Q2	$8.40	+62.0%	$4.7M
Renaissance Technologies	2016Q1	$8.83	+54.1%	$23.8M
Steve Cohen (Point72)	2016Q1	$9.08	+49.9%	$252K
First Eagle Investment Management	2021Q2	$9.40	+44.8%	$17.8M
T. Rowe Price	2016Q1	$9.87	+38.0%	$832K
AQR Capital Management	2022Q3	$10.05	+35.4%	$192K
Two Sigma Investments	2016Q1	$11.01	+23.6%	$1.1M
D.E. Shaw & Co.	2016Q1	$12.37	+10.1%	$420K

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Paul Tudor Jones (Tudor Investment)
+342,894
$2.9M
Steve Cohen (Point72)
+18,538
$158K

Added to3

Two Sigma Investments
+30,494
$259K
Izzy Englander (Millennium Mgmt)
+1,692
$14K
T. Rowe Price
+3,408
$29

Trimmed5

First Eagle Investment Management
−269,007
$2.3M
Renaissance Technologies
−54,500
$463K
AQR Capital Management
−29,252
$249K
Ken Griffin (Citadel Advisors)
−16,853
$143K
D.E. Shaw & Co.
−16,342
$139K

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	12	4,456,589	$97.3M	—
2022Q2	11	6,149,502	$85.2M	-1
2022Q3	12	6,809,610	$97.0M	+1
2022Q4	12	9,394,127	$124.9M	—
2023Q1	12	10,152,818	$104.9M	—
2023Q2	11	10,128,606	$99.8M	-1
2023Q3	11	9,792,845	$100.2M	—
2023Q4	9	9,325,844	$86.8M	-2
2024Q1	11	9,441,995	$82.9M	+2
2024Q2	11	9,805,314	$80.2M	—
2024Q3	11	4,406,381	$35.4M	—
2024Q4	10	4,397,195	$33.4M	-1
2025Q1	9	4,244,963	$28.0M	-1
2025Q2	10	4,244,616	$33.1M	+1
2025Q3	9	3,699,922	$29.2M	-1
2025Q4	11	3,737,794	$31.8M	+2

Who owns LXU

11 super-investors · 2025Q4

Tracked stake

3.74M

Combined value

$32M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New2Added3Trim6

#	Manager	Shares	Value	% of book	Last action
1	Renaissance Technologies	1.75M	$15M	0.0%	Trim−54.5K
2	First Eagle Investment Management	1.31M	$11M	0.0%	Trim−269.0K
3	Paul Tudor Jones Tudor Investment	342.9K	$3M	0.0%	New+342.9K
4	Two Sigma Investments	83.6K	$711K	0.0%	Added+30.5K
5	Ken Griffin Citadel Advisors	74.7K	$635K	0.0%	Trim−16.9K
6	T. Rowe Price	61.1K	$520K	0.0%	Added+3.4K
7	Ken Griffin Citadel Advisors	33.7K	$286K	0.0%	Trim−16.9K
8	D.E. Shaw & Co.	30.9K	$262K	0.0%	Trim−16.3K
9	Izzy Englander Millennium Mgmt	21.6K	$183K	0.0%	Added+1.7K
10	Steve Cohen Point72	18.5K	$158K	0.0%	New+18.5K
11	AQR Capital Management	14.1K	$120K	0.0%	Trim−29.3K

Recent moves

20 transactions

TRIMAQR Capital Management
−29,252 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−16,853 · 2025Q4
NEWSteve Cohen (Point72)
+18,538 · 2025Q4
TRIMD.E. Shaw & Co.
−16,342 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+1,692 · 2025Q4
ADDTwo Sigma Investments
+30,494 · 2025Q4
ADDT. Rowe Price
+3,408 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+342,894 · 2025Q4
TRIMRenaissance Technologies
−54,500 · 2025Q4
TRIMFirst Eagle Investment Management
−269,007 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−103,204 · 2025Q3
TRIMD.E. Shaw & Co.
−18,172 · 2025Q3
ADDT. Rowe Price
+466 · 2025Q3
NEWTwo Sigma Investments
+53,155 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+4,545 · 2025Q3
ADDAQR Capital Management
+8,319 · 2025Q3
ADDRenaissance Technologies
+33,800 · 2025Q3
TRIMFirst Eagle Investment Management
−185,800 · 2025Q3
SOLDTwo Sigma Investments
−70,909 · 2025Q2
TRIMIzzy Englander (Millennium Mgmt)
−14,405 · 2025Q2

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