LSB INDUSTRIES, INC. - Common Stock, Par Value $.10 Per Share (LXU) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, Par Value $.10 Per Share
Symbol
LXU on NYSE
Shares outstanding
72,007,082
Price per share
$8.50
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
40,716,917
Total reported value
$320,870,976
% of total 13F portfolios
0%
Share change
+884,652
Value change
+$7,010,533
Number of holders
135
Price from insider filings
$8.50
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of LSB INDUSTRIES, INC. - Common Stock, Par Value $.10 Per Share (LXU) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
CastleKnight Master Fund LP 6.8% $38,753,091 4,917,905 CastleKnight Master Fund LP 03 Oct 2025
ROBOTTI ROBERT 4.9% $29,920,383 3,528,347 ROBOTTI ROBERT 19 Dec 2025

As of 30 Sep 2025, 135 institutional investors reported holding 40,716,917 shares of LSB INDUSTRIES, INC. - Common Stock, Par Value $.10 Per Share (LXU). This represents 57% of the company’s total 72,007,082 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of LSB INDUSTRIES, INC. - Common Stock, Par Value $.10 Per Share (LXU) together control 50% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 8.4% 6,045,494 +1.5% 0% $47,638,492
ROBOTTI ROBERT 5.9% 4,257,922 -0.21% 5.8% $33,552,426
CastleKnight Management LP 4.2% 3,018,045 +24% 1.3% $23,782,195
VANGUARD GROUP INC 4.2% 3,013,952 +0.23% 0% $23,749,941
DIMENSIONAL FUND ADVISORS LP 3.4% 2,432,432 -0.07% 0% $19,168,623
GENDELL JEFFREY L 2.9% 2,058,807 +5.9% 0.3% $16,223,399
AMERICAN CENTURY COMPANIES INC 2.8% 1,990,812 +5.8% 0.01% $15,687,599
SYSTEMATIC FINANCIAL MANAGEMENT LP 2.7% 1,916,646 +5.5% 0.37% $15,103,180
RENAISSANCE TECHNOLOGIES LLC 2.5% 1,800,393 +1.9% 0.02% $14,187,097
First Eagle Investment Management, LLC 2.2% 1,579,801 -11% 0.02% $12,448,832
GEODE CAPITAL MANAGEMENT, LLC 1.8% 1,266,739 +0.45% 0% $9,984,057
STATE STREET CORP 1.7% 1,188,424 +0.77% 0% $9,364,781
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 856,154 +19% 0% $6,746,494
THIRD AVENUE MANAGEMENT LLC 1.1% 789,447 0% 1.2% $6,126,109
Cerity Partners LLC 1% 743,784 -1.5% 0.01% $5,861,018
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.69% 495,270 +6% 0.08% $3,902,728
NORTHERN TRUST CORP 0.61% 435,898 -0.22% 0% $3,434,876
JANE STREET GROUP, LLC 0.53% 384,405 +206% 0% $3,029,111
JPMORGAN CHASE & CO 0.51% 365,601 +105% 0% $2,880,936
DEUTSCHE BANK AG\ 0.5% 357,301 +218% 0% $2,815,532
Brandywine Global Investment Management, LLC 0.41% 298,180 -3.6% 0.02% $2,349,658
KENNEDY CAPITAL MANAGEMENT LLC 0.38% 276,145 +31% 0.05% $2,176,023
UBS Group AG 0.37% 268,489 -4.2% 0% $2,115,693
HighTower Advisors, LLC 0.36% 257,242 0% 0% $2,027,067
Empowered Funds, LLC 0.34% 244,870 +13% 0.02% $1,929,576

Institutional Holders of LSB INDUSTRIES, INC. - Common Stock, Par Value $.10 Per Share (LXU) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 229,721 $1,952,484 +$171,278 $8.50 8
2025 Q3 40,716,917 $320,870,976 +$7,010,533 $7.88 135
2025 Q2 39,683,631 $309,518,778 +$14,129,205 $7.80 125
2025 Q1 37,993,148 $250,378,756 +$5,300,999 $6.59 133
2024 Q4 37,163,799 $282,448,835 -$6,562,582 $7.59 126
2024 Q3 37,827,186 $304,198,721 +$7,931,927 $8.04 128
2024 Q2 36,119,878 $295,442,441 -$12,949,865 $8.18 128
2024 Q1 37,683,546 $330,929,390 -$7,575,551 $8.78 138
2023 Q4 38,455,221 $357,981,299 -$14,549,929 $9.31 136
2023 Q3 39,637,978 $405,441,029 +$9,464,436 $10.23 139
2023 Q2 38,763,718 $381,855,762 -$22,514,313 $9.85 150
2023 Q1 41,032,973 $423,870,104 +$2,947,515 $10.33 152
2022 Q4 40,100,905 $533,315,363 -$86,042,457 $13.30 160
2022 Q3 47,067,309 $670,800,848 -$411,886,916 $14.25 136
2022 Q2 75,937,797 $1,051,900,080 +$34,179,323 $13.86 114
2022 Q1 73,088,269 $1,596,235,171 +$65,568,716 $21.84 107
2021 Q4 70,464,080 $778,727,359 +$50,593,471 $11.05 79
2021 Q3 11,110,805 $113,592,522 +$16,496,818 $10.21 66
2021 Q2 13,604,229 $78,637,261 +$1,413,312 $6.05 52
2021 Q1 9,333,625 $47,789,352 +$3,543,692 $5.13 56
2020 Q4 9,006,790 $30,477,512 -$2,024,629 $3.39 50
2020 Q3 9,630,064 $15,573,578 -$1,911,883 $1.62 47
2020 Q2 10,917,673 $12,665,661 -$15,798,267 $1.16 53
2020 Q1 19,835,375 $41,399,203 -$1,486,729 $2.10 82
2019 Q4 16,295,848 $68,441,661 +$1,025,641 $4.20 86
2019 Q3 19,880,468 $102,930,187 -$1,179,137 $5.18 91
2019 Q2 20,141,946 $78,512,777 -$919,755 $3.90 81
2019 Q1 20,513,021 $127,974,210 -$1,848,067 $6.24 86
2018 Q4 20,783,601 $114,672,297 -$3,505,019 $5.52 89
2018 Q3 17,224,902 $168,406,977 +$14,833,039 $9.78 90
2018 Q2 15,685,400 $83,113,608 -$5,957,098 $5.30 82
2018 Q1 16,691,279 $102,299,000 -$6,618,629 $6.13 93
2017 Q4 17,596,511 $154,238,035 -$9,644,527 $8.76 97
2017 Q3 18,755,203 $148,877,060 -$12,815,282 $7.94 106
2017 Q2 19,877,942 $204,854,394 +$2,139,567 $10.33 104
2017 Q1 19,769,238 $185,435,343 +$22,776,187 $9.38 108
2016 Q4 19,800,138 $167,029,935 -$6,890,123 $8.42 126
2016 Q3 20,583,117 $176,532,492 +$5,828,239 $8.58 131
2016 Q2 19,468,986 $235,160,198 +$34,906,863 $12.08 131
2016 Q1 16,357,423 $208,499,664 +$5,673,983 $12.75 126
2015 Q4 16,734,149 $121,260,194 -$42,963,714 $7.25 129
2015 Q3 18,082,151 $276,853,575 -$55,906,777 $15.32 136
2015 Q2 18,357,754 $748,706,329 +$4,136,063 $40.84 144
2015 Q1 18,213,617 $753,040,835 +$27,830,880 $41.33 134
2014 Q4 17,660,362 $555,289,328 -$15,452,150 $31.44 134
2014 Q3 17,915,636 $639,661,811 -$11,211,492 $35.71 139
2014 Q2 18,190,730 $757,889,210 +$13,297,183 $41.67 143
2014 Q1 17,470,953 $653,792,912 +$2,895,196 $37.42 133