First Eagle Investment's LXU Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 1.08 M shares of LSB Industries, Inc. (LXU) worth $16.17 M, representing 0.02% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 20 quarters.
Based on 13F filings, First Eagle Investment has maintained a strategic position in LXU, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 372,500 shares. Largest reduction occurred in Q4 2025, reducing 269,007 shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's LSB Industries (LXU) Holding Value Over Time
Track share changes against reported price movement
Quarterly LSB Industries (LXU) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -225,794 | Reduce 17.23% | 1.08 M | $14.90 |
| Q4 2025 | -269,007 | Reduce 17.03% | 1.31 M | $8.50 |
| Q3 2025 | -185,800 | Reduce 10.52% | 1.58 M | $7.88 |
| Q2 2025 | -46,100 | Reduce 2.54% | 1.77 M | $7.80 |
| Q1 2025 | +51,300 | Add 2.91% | 1.81 M | $6.59 |
| Q4 2024 | +88,506 | Add 5.29% | 1.76 M | $7.59 |
| Q3 2024 | +208,500 | Add 14.25% | 1.67 M | $8.04 |
| Q2 2024 | +372,500 | Add 34.15% | 1.46 M | $8.18 |
| Q1 2024 | +92,500 | Add 9.26% | 1.09 M | $8.78 |
| Q4 2023 | +78,950 | Add 8.59% | 998,395 | $9.31 |
| Q3 2023 | +221,400 | Add 31.72% | 919,445 | $10.23 |
| Q2 2023 | +263,125 | Add 60.50% | 698,045 | $9.85 |
| Q1 2023 | +285,500 | Add 191.07% | 434,920 | $10.33 |
| Q4 2022 | +80,917 | Add 118.12% | 149,420 | $13.30 |
| Q3 2022 | +35,108 | Add 105.13% | 68,503 | $14.25 |
| Q2 2022 | -19,987 | Reduce 37.44% | 33,395 | $13.86 |
| Q1 2022 | +1,474 | Add 2.84% | 53,382 | $21.84 |
| Q4 2021 | +35,000 | Add 207.00% | 51,908 | $11.06 |
| Q3 2021 | +10,920 | Add 182.36% | 16,908 | $7.87 |
| Q2 2021 | +5,988 | New Buy | 5,988 | $4.68 |
First Eagle Investment's LSB Industries Investment FAQs
First Eagle Investment first purchased LSB Industries, Inc. (LXU) in Q2 2021, acquiring 5,988 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held LSB Industries, Inc. (LXU) for 20 quarters since Q2 2021.
First Eagle Investment's largest addition to LSB Industries, Inc. (LXU) was in Q2 2024, adding 1,463,395 shares worth $11.97 M.
According to the latest 13F filing for Q1 2026, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 1,085,000 shares of LSB Industries, Inc. (LXU), valued at approximately $16.17 M.
As of the Q1 2026 filing, LSB Industries, Inc. (LXU) represents approximately 0.02% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in LSB Industries, Inc. (LXU) was 1,811,701 shares, as reported at the end of Q1 2025.