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
+$7,010,536
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 230,581 $1,959,484 +$170,864 $8.50 9
2025 Q3 40,716,917 $320,870,976 +$7,010,536 $7.88 135
2025 Q2 39,683,631 $309,518,778 +$14,129,210 $7.80 125
2025 Q1 37,993,148 $250,378,369 +$5,301,001 $6.59 133
2024 Q4 37,152,107 $282,360,498 -$6,564,196 $7.59 125
2024 Q3 37,815,728 $304,106,953 +$7,944,389 $8.04 128
2024 Q2 36,106,770 $295,334,726 -$12,946,735 $8.18 129
2024 Q1 37,670,055 $330,810,505 -$7,389,142 $8.78 138
2023 Q4 23,511 $218,887 -$1,788 $9.31 1
2023 Q3 39,619,738 $405,254,059 +$9,483,833 $10.23 138
2023 Q2 38,747,327 $381,693,879 -$22,487,106 $9.85 149
2023 Q1 41,016,534 $423,700,113 +$5,995,011 $10.33 151
2022 Q4 40,025,003 $532,305,709 -$93,543,698 $13.30 158
2022 Q3 46,243,182 $659,058,468 -$419,371,339 $14.25 132
2022 Q2 75,937,797 $1,051,900,080 +$34,158,096 $13.86 114
2022 Q1 73,081,642 $1,596,091,171 +$65,591,273 $21.84 106
2021 Q4 70,464,080 $778,727,359 +$63,913,592 $11.05 79
2021 Q3 64,374,499 $531,912,522 +$402,488,787 $10.21 70
2021 Q2 13,604,585 $78,639,261 +$1,412,862 $6.05 53
2021 Q1 9,331,331 $47,777,352 +$3,542,639 $5.13 54
2020 Q4 9,006,290 $30,475,512 -$2,028,885 $3.39 49
2020 Q3 9,605,710 $15,533,578 -$1,902,571 $1.62 45
2020 Q2 10,916,000 $12,663,661 -$15,766,946 $1.16 51
2020 Q1 19,763,770 $41,248,203 -$1,489,647 $2.10 78
2019 Q4 16,053,646 $67,424,661 +$1,007,318 $4.20 85
2019 Q3 19,730,486 $102,153,187 -$1,130,542 $5.18 86
2019 Q2 20,081,082 $78,276,777 -$983,505 $3.90 78
2019 Q1 20,458,231 $127,632,210 -$1,551,343 $6.24 82
2018 Q4 20,713,165 $114,284,297 -$3,022,858 $5.52 87
2018 Q3 17,198,675 $168,151,208 +$14,569,093 $9.78 88
2018 Q2 15,674,610 $83,056,608 -$5,910,950 $5.30 79
2018 Q1 16,691,279 $102,299,000 -$6,620,395 $6.13 96
2017 Q4 17,494,522 $153,344,035 -$8,823,169 $8.76 94
2017 Q3 18,645,229 $148,004,060 -$12,355,592 $7.94 105
2017 Q2 19,877,942 $204,854,394 +$2,139,679 $10.33 104
2017 Q1 19,767,524 $185,419,343 +$23,244,734 $9.38 107
2016 Q4 19,800,138 $167,029,935 -$6,892,439 $8.42 126
2016 Q3 20,562,178 $176,352,492 +$6,575,420 $8.58 129
2016 Q2 19,467,649 $235,144,198 +$34,923,184 $12.08 130
2016 Q1 16,114,485 $205,404,664 +$5,707,067 $12.75 122
2015 Q4 16,732,933 $121,251,194 -$42,873,241 $7.25 127
2015 Q3 17,740,616 $271,790,575 -$56,272,044 $15.32 131
2015 Q2 18,099,570 $738,162,329 +$5,083,789 $40.84 141
2015 Q1 18,143,048 $750,124,835 +$29,275,734 $41.33 131
2014 Q4 17,643,774 $554,768,328 -$15,132,277 $31.44 132
2014 Q3 17,907,736 $639,379,811 -$11,250,775 $35.71 138
2014 Q2 18,183,930 $757,606,210 +$13,297,171 $41.67 142
2014 Q1 17,464,153 $653,538,912 +$2,895,188 $37.42 134