$LXU

$11.12 +$0.83 (8.07%) Close

$LXU Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 72.0M shares outstanding

Who owns LXU?

By type of holder

Institutions 69.3% Insiders 27.1% Everyone else 3.6%

Concentration Top 10 holders own 77.3%

Golsen Barry H 22.1% · Todd L. Boehly 14.5%

Institutional ownership

69.3%

+0.7 pts vs last qtr

Institutional holders

199

+10 vs last qtr

Net shares bought

+528.5K

by institutions in Q2 2026

New / sold out

49 / 39

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Qube Research & Technologies Ltd +1.1M
American Century Companies Inc +909.2K

Biggest sellers in Q2 2026

Susquehanna International Group, LLP SOLD OUT −2.4M
D. E. Shaw & Co., Inc. −1.9M

Who is planning to sell?

Notices of proposed sale, last 12 months

$82.5M

18 notices from 13 people

Shares covered

5.8M

8.12% of the company

Arranged in advance

12%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Todd L. Boehly 10% stockholder $72.6M
BGG Family LLC Director 10b5-1 $3.2M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+97.4%

+14.57% a year

Each share's claim on the business

−49.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $30.6M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years47% 3–5 years15% 1–3 years11% Under 1 year27%

Quarterly turnover

22.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting LXU on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	4.7M	6.53%	+635.3K (+15.6%)	≤2021	0.0%
Shares held by quarter Peak holding6.4M (Q4'24) Change over 8 quarters−1.5M Share of the company6.530% BlackRock, Inc.'s full portfolio →
AC American Century Companies Inc	3.2M	4.45%	+909.2K (+39.6%)	2021	0.0%
Shares held by quarter Peak holding3.2M (Q2'26) Change over 8 quarters+1.8M Share of the company4.450% American Century Companies Inc's full portfolio →

BlackRock, Inc.

4.7M

% of company

6.53%

Change vs last qtr

+635.3K (+15.6%)

Held since

≤2021

American Century Companies Inc

3.2M

% of company

4.45%

Change vs last qtr

+909.2K (+39.6%)

Held since

2021

28 more super investors behind a free account

See every manager holding LSB Industries, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting LXU on Form N-PORT; together they hold 25.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
AU Avantis U.S. Small Cap Value ETF American Century ETF Trust	$31.3M	2.5M	3.47%	0.12%	May 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$19.8M	1.8M	2.55%	0.00%	June 30, 2026

Avantis U.S. Small Cap Value ETF

American Century ETF Trust

Position value

$31.3M

% of company

3.47%

% of the fund

0.12%

As of

May 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$19.8M

% of company

2.55%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding LSB Industries, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GB Golsen Barry H Insider	15.9M	22.14%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company22.140% Golsen Barry H's insider activity →
TL Todd L. Boehly 5%+ holder 13D · 14.5%	10.4M	14.47%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company14.470% Disclosed stake13D · 14.5% View the 13D/G filing →

Golsen Barry H

Insider

15.9M

% of company

22.14%

Change vs last qtr

—

Held since

—

Todd L. Boehly

5%+ holder13D · 14.5%

10.4M

% of company

14.47%

Change vs last qtr

—

Held since

—

14 more holders behind a free account

See every insider and 5%+ holder of LSB Industries, Inc..

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