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LSB Industries, Inc.

LXU Materials
$13.04 +$0.07 (0.54%)
Market Cap: $937.86 M
Gurus Holding
6
Popularity Rank
#1281
% of Shares Held
5.48%
Net Activity (Q1 2026)
+$4.97 M

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

Recent Activity Breakdown (Q1 2026)

+$8.62 M
Total Buy Value
New Buys 0
Additions 3
-$3.65 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
3

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Add 2.7% 1,792,506 $26.71 M Q1 2026
0.02% Reduce -17.2% 1,085,000 $16.17 M Q1 2026
0.01% Add 2863.2% 549,326 $8.18 M Q1 2026
0.01% Reduce -5.6% 323,541 $4.82 M Q1 2026
0.03% 175,601 $2.62 M Q1 2026
0.00% Add 8.2% 15,231 $226,943 Q1 2026
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