Position in LXU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$30,321,603
+$30,059,106 QoQ
Shares Held
2,035,007
+6489.6% QoQ
Ownership
2.83%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.81012350326067.ToString("F0")%
Shared 0.ToString("F0")%
None 0.18987649673932327.ToString("F0")%
Common Shares in LXU Over Time
Shares Held
Position Value (USD)
Derivatives in LXU
reported options exposure · as of Jun 30, 2022CallValue
$443,520
CallShares
32,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Chemicals
Basic Materials · as of Mar 31, 2026D. E. Shaw & Co., Inc. holds $329,082,800 across 11 Chemicals names. LXU ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOW |
Dow Inc.
|
3,133,461 | $130,508,650 | |
| 2 | TROX |
Tronox Holdings plc
|
3,642,411 | $35,586,354 | |
| 3 | LXU |
Lsb Industries, Inc.
This page
|
2,035,007 | $30,321,603 | |
| 4 | REX |
REX AMERICAN RESOURCES Corp
|
643,895 | $29,342,294 | |
| 5 | MEOH |
Methanex Corp
|
448,106 | $26,680,231 | |
| 6 | GPRE |
Green Plains Inc.
|
1,178,314 | $19,383,264 | |
| 7 | RYAM |
Rayonier Advanced Materials Inc.
|
1,594,055 | $17,646,187 | |
| 8 | OLN |
OLIN Corp
|
573,992 | $17,064,782 |
All Filings in LXU
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,321,603 | 2,035,007 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $262,497 | 30,882 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $372,125 | 47,224 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $510,088 | 65,396 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $983,385 | 149,224 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,720,387 | 226,665 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,634,370 | 327,658 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,509,833 | 429,075 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,192,957 | 591,453 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,601,478 | 709,074 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,970,264 | 779,107 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,721,387 | 885,420 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,655,201 | 741,065 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,891,089 | 518,127 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,894,210 | 273,278 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $443,520 | 32,000 | Call | Defined | 2022-08-15 | |
| 2022-06-30 | $3,609,878 | 260,453 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,821,456 | 83,400 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $11,035,599 | 505,293 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $1,122,576 | 51,400 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $2,840,457 | 257,055 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,528,782 | 321,982 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $981,290 | 210,858 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $858,400 | 217,526 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $81,513 | 31,259 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $14,013 | 11,245 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $67,436 | 75,577 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $19,564 | 12,111 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||