Which hedge funds own LXU? LSB INDS INC, Q2 2026 13F holders
44 tracked hedge funds disclosed a position in LXU (LSB INDS INC) in their Q2 2026 13F filings, worth $134.4m in total. The largest holder by portfolio weight is Seldon Capital LP at 1.4% of its book. 11 opened a new position this quarter: Rangeley Capital, LLC, Diametric Capital, LP, Entropy Technologies, LP, Persistent Asset Partners Ltd. 16 exited: Ghisallo Capital Management LLC, Scientech Research LLC, MQS Management LLC.
- 44
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 11
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 16
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $4.3m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $38.6m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $134m
- Combined value Sum of the holders' reported positions in the security.
- 3.6%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Ghisallo Capital Management LLC | 0.8% | $28.3m |
| Scientech Research LLC | 0.6% | $688k |
| MQS Management LLC | 0.1% | $172k |
| MYDA Advisors LLC | 0.07% | $298k |
| ExodusPoint Capital Management, LP | 0.05% | $4.6m |
| Caption Management, LLC | 0.04% | $813k |
| Gsa Capital Partners LLP | 0.04% | $563k |
| Mirabella Financial Services LLP | 0.02% | $211k |
| Lighthouse Investment Partners, LLC | 0.02% | $522k |
| FORA Capital, LLC | 0.01% | $186k |
| Landscape Capital Management, L.L.C. | 0.01% | $202k |
| Aquatic Capital Management LLC | 0.01% | $403k |
| Jain Global LLC | 0.01% | $510k |
| Quantbot Technologies LP | 0.01% | $139k |
| Verition Fund Management LLC | 0.0% | $223k |
| Balyasny Asset Management L.P. | 0.0% | $788k |
Ownership over time
Who discovered LXU first? Beta
The run: Q3 2020 → Q1 2022, ×18
| Maple Rock Capital Partners Inc. | Q3 2019 | 0.4% | −0.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.