Guru Ownership Trend
Guru Analysis for LSB Industries, Inc. (LXU)
LSB Industries, Inc. (LXU), a key player in the Materials sector, continues to attract institutional attention.
As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $51.39 M.
Top institutional holders include Renaissance Technologies (RenTech) and First Eagle Investment.
Institutional sentiment is currently Bullish. This is evidenced by a $4.97 M net inflow during the quarter.
Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, First Eagle Investment reduced exposure by 17.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for LSB Industries, Inc. (LXU)
Major holders include Renaissance Technologies (RenTech) ($26.71 M), First Eagle Investment ($16.17 M), Steven Cohen ($8.18 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 3.94 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $4.97 M, with 3 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited LXU. The total reported sell value was $3.65 M.
Yes, 0 managers opened new positions in LXU, and 3 increased their existing holdings. The total reported buy value was $8.62 M.