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

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

Type / Class
Equity / Common Stock, Par Value $.10
Symbol
LXU on NYSE
Shares outstanding
71,986,289
Price per share
$8.86
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
39,889,953
Total reported value
$339,416,931
% of total 13F portfolios
0%
Share change
-762,996
Value change
-$5,963,191
Number of holders
147
Price from insider filings
$8.86
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
ROBOTTI ROBERT 4.9% $29,920,383 3,528,347 ROBOTTI ROBERT 19 Dec 2025
CastleKnight Master Fund LP 4.5% -33% $28,700,933 -$14,871,705 3,239,383 -34% CastleKnight Master Fund LP 31 Dec 2025

As of 31 Dec 2025, 147 institutional investors reported holding 39,889,953 shares of LSB INDUSTRIES, INC. - Common Stock, Par Value $.10 (LXU). This represents 55% of the company’s total 71,986,289 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of LSB INDUSTRIES, INC. - Common Stock, Par Value $.10 (LXU) together control 49% 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. 8.3% 5,984,077 -1% 0% $50,864,657
ROBOTTI ROBERT 4.6% 3,321,097 -22% 5.1% $28,229,325
CastleKnight Management LP 4.5% 3,239,383 +7.3% 1.6% $27,534,756
VANGUARD GROUP INC 4.2% 3,034,388 +0.68% 0% $25,792,298
DIMENSIONAL FUND ADVISORS LP 3.3% 2,373,937 -2.4% 0% $20,177,375
GENDELL JEFFREY L 3% 2,134,130 +3.7% 0.32% $18,140,105
AMERICAN CENTURY COMPANIES INC 2.9% 2,071,541 +4.1% 0.01% $17,608,099
SYSTEMATIC FINANCIAL MANAGEMENT LP 2.6% 1,885,200 -1.6% 0.38% $16,024,208
RENAISSANCE TECHNOLOGIES LLC 2.4% 1,745,893 -3% 0.02% $14,840,091
First Eagle Investment Management, LLC 1.8% 1,310,794 -17% 0.02% $11,141,749
GEODE CAPITAL MANAGEMENT, LLC 1.8% 1,280,864 +1.1% 0% $10,889,553
STATE STREET CORP 1.6% 1,174,914 -1.1% 0% $9,986,769
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.3% 965,757 +13% 0% $8,208,935
THIRD AVENUE MANAGEMENT LLC 1.1% 789,447 0% 1.2% $6,710,300
Cerity Partners LLC 1% 742,205 -0.21% 0.01% $6,308,743
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.73% 523,448 +5.7% 0.09% $4,449,308
MORGAN STANLEY 0.64% 457,368 +160% 0% $3,887,630
NORTHERN TRUST CORP 0.56% 406,025 -6.9% 0% $3,451,213
TUDOR INVESTMENT CORP ET AL 0.48% 342,894 +582% 0.02% $2,914,599
JPMORGAN CHASE & CO 0.47% 340,800 -6.8% 0% $2,896,801
JANE STREET GROUP, LLC 0.44% 320,218 -17% 0% $2,721,853
Krilogy Financial LLC 0.43% 308,343 +49% 0.1% $2,978,593
Brandywine Global Investment Management, LLC 0.4% 287,280 -3.7% 0.02% $2,441,880
GOLDMAN SACHS GROUP INC 0.4% 284,533 +79% 0% $2,418,531
KENNEDY CAPITAL MANAGEMENT LLC 0.39% 277,355 +0.44% 0.05% $2,357,518

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 39,889,953 $339,416,931 -$5,963,191 $8.50 147
2025 Q3 40,716,926 $320,871,047 +$7,010,312 $7.88 136
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